Job Detail

Reverse Mortgage Specialist - Longbridge

Date Posted: Feb 01, 2021
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Job Detail

  • Location:
    Houston, Texas, United States of America
  • Company:
  • Type:
    Full Time/Permanent
  • Shift:
  • Career Level:
    Entry Level
  • Positions:
  • Experience:
    1 Year
  • Gender:
    No Preference
  • Degree:
    Diploma
  • Apply Before:
    Jun 16, 2021

Job Description

Under the supervision of the Inside Sales Manager, the Reverse Mortgage Specialist presents reverse mortgage opportunities to future clients over the phone in accordance with all regulations and training. This includes educating clients on the product and the process, working with Operations through the loan processing process, and following up with clients on any loan level issues through to funding. The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.

 

  • Communicates professionally and clearly to clients when explaining reverse mortgages

 

  • Using leads developed by the Company, calls on prospective clients and introduces them to LBF, the reverse mortgage, and qualifies for counseling session and application

 

  • As appropriate and allowed, collects pertinent information from client and originates Reverse Mortgage. Performs and sends all paperwork necessary and provides excellent customer service and follow up. Partners with internal operations to consistently produce clean files

 

  • Explains to clients over the phone on how to complete applications, ensuring all paperwork and signatures needed to process the reverse mortgage are collected timely and accurately

 

  • Maintains timely and accurate records of all customer activity within our CRM Velocify

 

  • Uses a computer proficiently

 

  • Maintains licensing requirements which will be paid for by Longbridge Financial

 

 

Competitive Compensation including Base Salary, Monthly Commission, Quarterly and Annual Bonuses

 

Contact: Allen Chao, 281-272-6298, achao@longbridge-financial.com

Benefits

Skills Required

Company Overview

Houston, Texas, United States of America

N/A Read More

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