Reverse Inside Loan Officer
Core
Managing and converting inbound and outbound leads to educate homeowners about reverse mortgage solutions and guide them through early loan stages.
Role type
Inside sales representative (reverse mortgage)
Builds
Reverse mortgage loan applications for eligible homeowners
Domain
Financial services / Mortgage lending
Deliverable
client delivery
Required skills
Inside sales, lead management, consultative selling, compliance adherence, CRM proficiency, active listening, high-volume follow-up
Preferred skills
NMLS licensing, mortgage/reverse mortgage experience, corporate lead experience, familiarity with HECM and proprietary products
Technologies
CRM systems, dialers, loan origination systems
Responsibilities
Handle inbound and outbound leads from marketing campaigns; Conduct initial discovery calls to assess eligibility; Educate consumers on reverse mortgage options; Document interactions in CRM; Maintain follow-up via phone, email, and SMS; Meet performance metrics on contact and conversion rates.
Seniority
Individual Contributor, entry-to-mid level sales role
