Loan Officer - Reverse Mortgage Coach

Responsibilities

• Originate self-sourced reverse mortgages and other mortgages as a Loan Officer, closing at least two loans per quarter.
• Obtain accurate and thorough 1009 and other application documents.
• Collect supporting documentation from borrowers.
• Obtain executed disclosures within regulatory time frames.
• Analyze credit reports and financial scenarios to determine appropriate loan products.
• Price loans profitably and communicate fees to the operations team.
• Submit complete loan packages to processing.
• Review closing documents and participate in closings when necessary.
• Resolve file problems, bottlenecks, and qualifying issues throughout production and underwriting.
• Provide administrative support in collecting and preparing loan applications with supporting documentation for processing.
• Visit assigned branches in person at least once per month.
• Provide mentorship services for assigned branch Loan Officers originating reverse mortgages.
• Coordinate, create, track, and distribute marketing materials.
• Manage client and referral partner databases.
• Answer customer inquiries regarding rates, products, and loan application status to ensure quality customer service.
• Perform any other reasonable duties required by Guild Mortgage Company or the Managing Loan Officer.

Requirements

• High school diploma or equivalent required.
• At least two years of experience in Reverse Mortgage lending or a 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 with strong detail orientation and organization.
• 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.
• Strong verbal and written communication skills.