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11 дней назад

Reverse Inside Loan Officer (Reverse Mortgage)

Формат работы
remote (только USA)
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Reverse Inside Loan Officer (Reverse Mortgage): Managing and converting inbound and outbound leads while educating eligible homeowners about HECM and proprietary reverse mortgage products with an accent on compliant, consultative communication. Focus on assessing initial eligibility, documenting customer interactions in CRM and loan origination systems, and improving lead qualification and conversion performance.

Location: Remote, United States

Company

hirify.global is a distributed retail mortgage lender with more than 9,000 employees, over 700 branches, and loan servicing operations across all 50 states, Washington, D.C., and Puerto Rico.

What you will do

  • Manage inbound and outbound leads from corporate marketing, servicing portfolios, digital campaigns, and internal referrals.
  • Conduct discovery calls to understand customer needs, interest, and basic reverse mortgage eligibility.
  • Educate homeowners and their families about HECM and proprietary reverse mortgage products.
  • Build trust through professional, empathetic, and consultative communication.
  • Document interactions, notes, and next steps in CRM and loan origination systems.
  • Follow up through phone, email, and SMS while meeting contact, qualification, and conversion metrics.

Requirements

  • Experience in inside sales, call center sales, or consumer-direct financial services.
  • Ability to communicate with homeowners about age-based program eligibility and long-term financial topics.
  • Strong communication, active listening, organization, attention to detail, and self-motivation.
  • Ability to manage a high volume of leads and structured follow-ups.
  • Proficiency with CRM systems, dialers, and basic computer applications.

Nice to have

  • NMLS licensing or willingness to obtain it if required.
  • Experience in mortgage, reverse mortgage, or home equity.
  • Experience working with corporate-generated leads.
  • Familiarity with compliance-driven sales environments.

Culture & Benefits

  • Supportive, transparent, entrepreneurial work culture.
  • Medical, dental, and vision coverage for eligible employees.
  • 401(k) plan and company-provided short-term disability coverage.
  • Employee assistance and wellness programs.

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