CMG Financial · 2 months ago
Reverse Mortgage Loan Officer
United States
Full-time
Remote
Mid Level
CMG Financial is a company specializing in reverse mortgage products, and they are seeking a Reverse Mortgage Loan Officer to originate loans through a Nationwide Call Center. The role involves managing customer relationships, conducting calls, and guiding borrowers through the loan process while ensuring a positive experience.
BankingLendingMortgage
Growth Opportunities
Responsibilities
Conduct Outbound calls to pre-qualified and retention leads to advise them on CMG specialty products
Identify goals of In-bound calls and work with them through the loan process
Originate quality Reverse Mortgages
Manage customers through the entire loan process, from data collection and analysis through loan conclusion while maintaining positive customer relationships
Collect and analyze information regarding customer income, assets, investments and debts to include multifaceted or complex borrowers
Submits completed loan application and supporting documentation to the processing department
Present the advantages and disadvantages of different products to determine the best option for each customer’s financial situation
Set proper customer expectations and provide timely status updates to ensure a positive customer experience
Qualification
Reverse MortgageNMLS LicenseLending RegulationsMicrosoft WordMicrosoft ExcelEmail SystemsRelationship-building
Required
An active NMLS license required
Ability to be licensed in several States
Strong relationship-building skills
Familiarity with current lending regulations
Must be self-motivated and have an ability to work independently as well as in a team setting
Excellent attention to detail
Intermediate experience with Microsoft Word, Excel, and email systems
Ability to work in a fast paced, fluid environment
Strong communication, interpersonal and organizational skills
High integrity and confidentiality required
Preferred
Minimum of one year reverse mortgage experience preferred
Benefits
Full suite of reverse mortgage products, including HECM and proprietary
Competitive compensation structure with no cap on earnings
Dedicated operational and marketing support
Access to cutting-edge tech and CRM tools
National brand recognition with a highly collaborative culture
Company
Funding
Current Stage
Late StageRecent News
2026-04-30
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