CMG Financial · 5 hours ago

Reverse Mortgage Loan Officer

United States

Full-time

Remote

Entry Level

1+ years exp

Maximize your interview chances

BankingMortgage

Growth Opportunities

Insider Connection @CMG Financial

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Reverse mortgage experienceNMLS licenseLending regulations knowledgeMicrosoft WordMicrosoft ExcelRelationship-building skills