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Reverse Mortgage Specialist-HECM

Remote, US · Banking/Loans
Are you passionate about helping homeowners unlock the equity in their homes to enhance their financial future? Do you have expertise in reverse mortgages and a commitment to delivering exceptional client experiences? If so, we want you on our team!

We are seeking a knowledgeable and customer-focused Reverse Mortgage Specialist to guide our clients through the reverse mortgage process. The ideal candidate will possess a deep understanding of reverse mortgage products, excellent communication skills, and a passion for helping seniors secure their financial future.

Key Responsibilities:

  • Client Consultation: Meet with clients to understand their financial needs and determine eligibility for reverse mortgage products.
  • Product Expertise: Explain the features, benefits, and risks of various reverse mortgage options in a clear and accessible manner.
  • Application Assistance: Help clients complete applications, gather necessary documentation, and navigate the approval process.
  • Collaboration: Work closely with underwriters, loan officers, and other team members to ensure seamless loan processing and approval.
  • Compliance: Stay informed about industry regulations, guidelines, and best practices to ensure all activities comply with legal standards.
  • Sales Goals: Achieve or exceed sales targets by proactively identifying and pursuing new business opportunities.
  • Customer Support: Provide ongoing support and follow-up to clients throughout the loan lifecycle, addressing any questions or concerns.

Qualifications:

  • Education: Bachelor’s degree in Finance, Business, or a related field preferred.
  • Experience: Minimum of 5 years in the mortgage industry, with a focus on reverse mortgages highly desirable.
  • Licensing: Licensed Mortgage Loan Originator (MLO) as required by state regulations.
  • Certification: Certified Reverse Mortgage Specialist (CRMS) designation is a plus.
  • Skills:
    • Strong understanding of reverse mortgage products and market trends.
    • Excellent verbal and written communication abilities.
    • Proficient in using mortgage software and CRM systems.
    • Ability to explain complex financial concepts in simple terms.
    • Strong sales and negotiation skills.
    • Detail-oriented with excellent organizational skills.

What We Offer:

  • Competitive Compensation: Attractive salary with commission and performance-based incentives.
  • Benefits Package: Comprehensive health, dental, and vision insurance plans.
  • Retirement Plans: 401(k) with company match to help you plan for the future.
  • Professional Development: Ongoing training and opportunities for career advancement.
  • Work-Life Balance: Flexible working hours and the option for remote work.
  • Supportive Culture: A collaborative and inclusive work environment where your contributions are valued.

How to Apply:

If you are passionate about helping seniors achieve financial security and meet the qualifications outlined above, we would love to hear from you!

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