POSITION SUMMARY:
This loan officer will develop and grow relationships with prospects, centers of influence, and financial professionals to promote and originate reverse mortgages
ESSENTIAL FUNCTIONS:
- Ability to speak to groups in order to educate and generate interested, qualified clients ( Lunch and Learns , and radio talk shows
- Taking applications from customers, and ensuring all paperwork and signatures needed to process the reverse mortgage are collected timely and accurately
- Attention to details in order to assist client with completing the required application
- Assist homeowner with any outstanding conditions required for final approval and closing
- Proactively communicate with each borrower throughout each stage of the process to resolve all questions regarding application information and to keep the borrower fully informed of their loan status
- Attend all trainings, sales meetings, and orientations as directed by EVP of Sales
· Generate leads for reverse mortgages to older homeowners age 62 and older
· Discussing all details, required loan disclosures, costs, and benefits and assisting homeowner thru the loan
QUALIFICATIONS:
- Sales experience is necessary
- Mortgage experience is preferred. Specific reverse mortgage experience is not
- Knowledge of financial services and mortgage banking is helpful, but not required
- Required to close 1-2 loans a month after an initial start up time of about 30-45 days quarterly reviews of performance expected
- Ability to operate an automobile and provide proof of licensing and insurance
- Ability to pass national and state examinations is required
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