Empowering 55+ customers with modern reverse mortgage options to fund the next chapter in life. NMLS #2285
Reverse Mortgage Specialist
Location
United States
Posted
3 days ago
Salary
$7 - $20 / hour
Seniority
Junior
Job Description
Reverse Mortgage Specialist
Finance of America
• Produces high quality loans which meet Reverse Mortgage guidelines while providing superior customer service • Manages personal pipeline production and achieves production goals • Resolves problems relating to the closing and funding of loans • Follows the Company standards for delivery of integrity, client focus, teamwork and respect for each individual in every interaction • Exhibits observable sense of urgency in the execution of all job functions and duties • Meets or exceeds levels of Customer Service delivery established by the Company • Performs other duties as assigned
Job Requirements
- Minimum 6 months of experience with Reverse Mortgage Sales or other related Mortgage origination
- Active NMLS License is required
- Excellent written communication and interpersonal skills
- Demonstrated computer proficiency
- Previous call center experience
- Successful completion of reverse mortgage originator training is required
- Prior experience working with automated Loan Origination Systems
- Self-motivated and excellent customer service skills
- Highly proficient with Microsoft Word, Excel, PowerPoint and Outlook
- Possess a hybrid of technical and soft skills
- Ethical, with a commitment to company values
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Paid time-off benefits
- Flexible spending account
- 401(k) with employer match
- ESPP
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• mortgage development initiatives will include targeting referrals from realtors, builders, financial planners, and other centers of influence • targeted sales training is provided where you will build your sales skills and credit knowledge • comprehensive training will ensure you smoothly integrate within TD's employee focused corporate culture and your new team • work from a sales management system designed specifically for our sales channel to enable your success
• Meets with Prospects identified directly as well as referred by realtors, developers, attorneys and other external and internal referral sources • Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs • Guides Customers through the mortgage application process • Ensures applications are completed accurately and contain required information and supporting documentation • Manages Customers expectations regarding processing times and closing dates • Sells and originates residential mortgage loans according to established policies and procedures and applicable legal and regulatory guidelines • Generates referrals for mortgage sales opportunities and sales of other Company business line products
• Sells and originates residential mortgage loans to sales goals • Takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans • Explains a variety of mortgage products and services available • Guides customers through the mortgage application process • Manages customers' expectations regarding processing times and closing dates • Generates referrals for mortgage sales opportunities
• Deliver training and onboarding sessions • Resolve customer inquiries and technical issues • Maintain accurate customer records in CRM system • Collaborate with internal teams to escalate complex issues
