Rate · 1 day ago
Reverse Mortgage Consumer Direct Loan Officer
United States
Full-time
Remote
Mid Level
Maximize your interview chancesConsumer LendingFinance
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Responsibilities
Engage High-Quality Leads: Work with a steady stream of pre-qualified inbound leads from Rate’s robust marketing system. Focus your efforts on conversion, not prospecting.
Consult and Educate Clients: Use your expertise in reverse mortgage products, including FHA HECMs and proprietary solutions, to guide clients through informed decision-making tailored to their needs.
Close with Confidence: Leverage industry-leading training and support to deliver results quickly and effectively, ensuring profitability with each closed loan.
Maximize Lead Value: Identify additional opportunities within your lead pool through consultative selling techniques, ensuring no opportunity is left untapped.
Deliver an Exceptional Client Experience: Build trust and ensure satisfaction by maintaining transparency, professionalism, and responsiveness throughout the client journey.
Qualification
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Required
Proven track record in high-volume, consumer-direct sales, ideally with reverse mortgages or financial products, consistently exceeding sales goals.
Hold an active NMLS license and understand compliance and regulatory requirements for reverse mortgage products.
Exceptional verbal and written communication skills, including follow-up capabilities.
Strong analytical ability to quickly assess client goals and financial situations.
Adaptability and urgency in a dynamic, fast-paced environment.
Preferred
Experience with reverse mortgage products, including FHA HECMs and proprietary solutions.
Ability to manage time, leads, and resources effectively to drive ROI and maximize earning potential.
Self-motivated and disciplined with a results-oriented workflow.
Benefits
Comprehensive Benefits Package: Includes health, dental, vision, and retirement savings plans for peace of mind.
Career Growth Opportunities: Access ongoing training, leadership development programs, and clear advancement pathways.
Company
Rate
The mortgage and finance company that can get you approved in as little as one day.
Founded in 2000
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
THL
2017-12-14Private Equity
Leadership Team
Victor Ciardelli
President, Founder & CEO
Ramesh Sarukkai
CPO & CTO
Recent News
Chicago Business Journal
2024-12-18
2024-05-27
Company data provided by crunchbase
