Loan Officer - Reverse Mortgage Coach

Essential Job Functions:

• Originate self-sourced reverse mortgages and other mortgages as a Loan Officer and close at least two (2) loans a quarter.

• Obtain accurate and thorough 1009 and other application documents.
• Collect supporting documentation from borrower
• Obtain executed disclosures within regulations time frame.
• Analyze credit report and financial scenario, determining appropriate loan product(s).
• Determine (price) a profitable loan and communicate fees to ops team.
• Submit a complete loan package to processing.
• Review Closing Docs and participate in the closing when necessary
• Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
• Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.

• Visit assigned branches in person at least once per month.
• Provide Mentor services for assigned branch Loan Offices originating reverse mortgages.
• Coordinate, create, track and distribute marketing materials.
• Manage client and referral partner databases.
• Answer customer inquiries involving rates, products and loan application status to ensure quality customer service.
• Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer.

Qualifications:

• High school diploma or equivalent required.
• At least two years of experience in Reverse Mortgage lending or related field.
• Active NMLS License.
• Able and willing to meet customers outside the branch.
• Able and willing to visit assigned branches once per month.
• Ability to manage multiple priorities; strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
• Strong verbal and written communication skills.

Originally posted on Himalayas

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