Job Description

Under the supervision of the Inside Sales Manager, the Reverse Mortgage Consultant 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 Velocify CRM. • Occasional morning/evening and weekend work required. • Attends all trainings, sales meetings, orientations as directed by the Vice President of Inside Sales • Uses a computer proficiently. • Maintains licensing requirements and only conducts business in states where licensed.

Qualifications

PREFERRED REQUIREMENTS • Knowledge of financial services, mortgage loans, or reverse mortgages preferred. MINIMUM JOB REQUIREMENTS: * Must have National loan originator license and NMLS number or willing to attain within 30 days of hire * Ability to achieve sales goals and performance metrics. * Ability to obtain licensing in all states where licenses are required (company will sponsor and pay for these) * Maintain accurate record keeping. * High-level of organizational skills. * Communicate clearly and concisely orally and in writing. * Proficient in computer-based programs and CRM's. * Perform duties with a minimum of supervision using good judgment with the ability to display and possess a high degree of professionalism in all business contacts in accordance with established rules and procedures. • Work cooperatively with team members in the performance of job duties. • Maintain a professional appearance at all times and adhere to all company policies and practices pertaining to appropriate dress. • Maintain professional and cooperative interaction with other company employees as well as clients. • Respond to customer needs in a timely and professional manner.

Additional Information

All your information will be kept confidential according to EEO guidelines.

COMPENSATION:

Longbridge Financial offers a competitive compensation plan including base salary, commission, bonuses, a full benefit package, and 401k match