Home Loan Advisor
CurrentExperienced sales professional with emphasis on outstanding customer experience while clearly communicating the benefits of the HECM reverse mortgage program.Using leads developed by the Company, makes outbound calls on prospective clients and introduces them to Liberty, the reverse mortgage, and qualifies for next steps as defined by the Sales Territory workflowAs appropriate and allowed, collect pertinent information from client and originates Reverse Mortgage. Performs and sends… Show more Experienced sales professional with emphasis on outstanding customer experience while clearly communicating the benefits of the HECM reverse mortgage program.Using leads developed by the Company, makes outbound calls on prospective clients and introduces them to Liberty, the reverse mortgage, and qualifies for next steps as defined by the Sales Territory workflowAs appropriate and allowed, collect pertinent information from client and originates Reverse Mortgage. Performs and sends all paperwork as necessary and provides excellent customer service and follow up. Partners with internal operations to consistently produce clean filesAs appropriate, qualifies client and transfers client to Field AdvisorAs appropriate, collects sufficient pertinent information from client to establish possible need, and qualifies lead into an opportunity for Inside Sales Advisor or Field Advisor sales follow upPresents reverse mortgages in accordance with all regulations and training and only takes calls in areas where licensedExplain 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 accuratelyMaintains timely and accurate records of all customer activity within SalesForce CRMOccasional morning/evening and weekend work requiredMaintain active communication with the processing team concerning client needsAttend all trainings, sales meetings, orientations as directedIncreases public awareness of the reverse mortgage industry by reading publications and the InternetAble to maintain licensing requirements and only conducts business in states where licensedMaintains a high level of accountability for results and metrics Show less