Reverse Mortgage Specialist - Remote

Overview

The position is responsible for generating reverse mortgage business from internal referrals and external sources outside the credit union. Accountable for working with eligible members to educate, originate reverse mortgages (FHA Home Equity Conversion Mortgages), and participates in related business development activities.

In Short

• Generates and closes reverse mortgage loans from various sources.
• Educates borrowers on loan products and assists in meeting financial needs.
• Maintains professional communication with team members and external partners.
• Achieves personal production goals in reverse mortgage origination.
• Builds relationships with referral partners.
• Interviews applicants to determine suitability for reverse mortgages.
• Stays informed of industry trends and regulations.
• Markets credit union products to grow the client base.
• Facilitates the loan process from application to closing.
• Maintains compliance with regulations throughout transactions.

Requirements

• High School diploma or GED with three years of experience in residential lending.
• Strong written and verbal communication skills.
• Proficient in Microsoft Excel, Word, and Outlook.
• Ability to manage multiple loan files and meet deadlines.
• NMLS license required.

Benefits

• Flexible work environment with the option to work remotely.
• Opportunities for professional development and continuing education.
• Supportive work culture focused on member service.
• Potential for career advancement within the organization.