Licensed Reverse Mortgage Loan Officers at Longbridge Financial are assured company-provided qualified leads with no self-sourcing for business or cold calling required. LBF offers a competitive compensation plan which includes a base salary plus commission, full benefits package and a 401k match.
- 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.
Requirements
- Ambition, motivation and drive
- Excellent written & verbal skills
- Excellent customer service & listening skills
- Time management & recordkeeping skills
- Ability to learn and retain information
- Ability to maintain NMLS license
- Must have a positive attitude and patience
Longbridge Financial
An innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement.
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