Reverse Mortgage Consultant Resume Samples

A Reverse Mortgage Consultant is responsible for providing clerical support, and assistance in reviewing and processing line of business requests, completing reconciliation, and maintaining a system of record with information related to all loan files. The job description entails understanding financial ledgers, as well as using critical thinking when researching and reconciling data. Essential job functions are listed on the Reverse Mortgage Consultant Resume as – learning a multitude of reverse mortgage loan administration operations processes, validating and processing default balance adjustment for the customer and vendor for payment, analyzing documents for required information, and assisting with the day-to-day process such as solving account issues, research account-history and providing summary findings.

Job competencies include – time management skills, functional and technical skills, the ability to work autonomously, a general understanding of federal and state mortgage servicing, working knowledge of MS Office products, and experience in mortgage servicing. A degree with major course work in a discipline related to the requirements of the post is a plus.

 

Reverse Mortgage Consultant Resume example

Reverse Mortgage Consultant Resume

Summary : Seeking to leverage my extensive background in sales and management into a position with a dynamic mortgage company where I can help them to exceed their growth and production targets. I am seeking a position in a call center environment where the company provides a sufficient quantity of high quality leads to enable a top producer to earn a six figure income. I am so confident in my ability to excel in a fast paced, high pressure environment that I come with a free trial.

Skills : Financial Management, Administration, Accounting.

Description :

    1. Helped many seniors to be able to stay in their homes and enjoy financial independence in their retirement.
    2. Helped their children understand the parents wants and needs.
    3. Used Interpersonal, Explain and keep customers at ease.
    4. Followed up and stayed in contact during and after reverse mortgage.
    5. Securely collected client information to complete the loan application process and assisted loan processing to ensure a fast and efficient close.
    6. Identified appropriate borrowers based on their income level, age, education level, ability to pay, credit history and other factors such as credit score.
    7. Qualified loans by assessing complete documentation including all payment plans, payment amounts due at closing date, expected monthly payments and other pertinent information about each borrower.
        Years of Experience
        Experience
        7-10 Years
        Experience Level
        Level
        Management
        Education
        Education
        GED


        Reverse Mortgage Consultant Resume

        Summary : Reverse Mortgage Consultant with more than 25 years of mortgage industry experience; Conventional and Reverse mortgage, Public Relations, and Marketing expertise. Knowledgeable in all phases of mortgage lending and property sales, marketing, processes and procedures. Excellent interpersonal and intercommunication skills. Analytical problem-solver and strong negotiator.

        Skills : Telecommunications, Customer Service , Administration , Comptuer Knowledge , Word,excell,power Point,.

        Description :

          1. Consulted seniors on reverse mortgage.
          2. Filled out loan doc paperwork and explain questions asked.
          3. Followed up on loan status.
          4. Visited clients after loan has closed to make sure everything in order.
          5. Outsided sales visiting senior citizen centers, realtors, chamber of commerce, and any place or group dealing with seniors.
          6. Helped seniors relieve stress by helping them manage their debt.
          7. Helped them enjoy life by taking trips remodel home etc.).
        Years of Experience
        Experience
        10+ Years
        Experience Level
        Level
        Senior
        Education
        Education
        Diploma In Communication


        Reverse Mortgage Consultant Resume

        Summary : Over 15 years of customer service, problem solving, reporting and training skills; consistent top sales producer for Fortune 500 Companies; and managed multimillion-dollar broker accounts and provided technical support. Managed bank branch with 95 million in deposits, experienced Home Equity underwriter, processor and closer.

        Skills : Professional Selling Expert, Salesforce, Mortgage Lending Expert, State, Federal, and NMLS licensed.

        Description :

          1. Responsible for interviewing clients and accepting Reverse Mortgage loan applications.
          2. Submitted loan files to processing center and work with processors and closers on a daily basis to obtain what was required from clients for loan approval.
          3. Responsible for cross selling and sales referrals of products.
          4. Provided support to sales team ensuring all sales and service objectives are met.
          5. Originated and closed Reverse Mortgages by developing referral sources through community involvement, networking, referral list-calling and direct mail.
          6. Responsible for educating the client so that they understand the process, pros/cons of a Reverse Mortgage.
          7. Maintained high level of customer satisfaction.
        Years of Experience
        Experience
        10+ Years
        Experience Level
        Level
        Senior
        Education
        Education
        High School Diploma

        Reverse Mortgage Consultant Resume

        Objective : A role in financial services or sales, management, or marketing, drawing from progressive successes and proven results with both inside/outside sales, innovative marketing approaches, relationship building and managing projects to improve profit margins, closing percentages, and excellent customer service.

        Skills : Recruiting, Talent Management, Talent Management.

        Description :

          1. Maintained a high level of customer satisfaction through building trust and giving knowledge.
          2. Originated reverse mortgage loans using self-sourced leads.
          3. Educated seniors on reverse mortgages through seminars and mailings.
          4. Networked with other business professionals that cater to seniors.
          5. Followed all HUD guidelines throughout the loan process.
          6. Ensured that each loan is completed on time and in accordance with the terms and conditions of the program.
          7. Developed a culture of excellence by building relationship with clients and employees, as well as maintaining a positive work environment.
                                  Years of Experience
                                  Experience
                                  2-5 Years
                                  Experience Level
                                  Level
                                  Executive
                                  Education
                                  Education
                                  Bachelor Of Art In History

                                  Reverse Mortgage Consultant Resume

                                  Headline : Highly qualified Reverse Mortgage Consultant with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

                                  Skills : Customer Service Sales Mounting Etc, Consulting.

                                  Description :

                                    1. Had a CRM in which I would make cold calls.
                                    2. Directly advised them what and why they would benefit from a reverse mortgage.
                                    3. Had a proper prospect I would turn them over to a license reverse mortgage agent and which side they would provide all the detail information and explain to them what and how we can help with a reverse mortgage.
                                    4. Helped guide senior clients through the loan process, from application to closing of the loan.
                                    5. Developed relationships with lenders, borrowers, mortgage brokers, any other interested parties, as well as agencies that service the program.
                                    6. Ensured that all customers have access to a full range of products for credit or cash back programs.
                                    7. Provided direct personal customer service to consumers through telephone calls or online appointments.
                                                      Years of Experience
                                                      Experience
                                                      5-7 Years
                                                      Experience Level
                                                      Level
                                                      Executive
                                                      Education
                                                      Education
                                                      MS

                                                      Reverse Mortgage Consultant Resume

                                                      Summary : Reverse Mortgage Consultant professional with over 20 years of sales experience. Proven success leading business development efforts, expanding customer base and increasing revenue potential within organizations. Outstanding success in maintaining key relationships with excellent levels of retention and loyalty from a diverse clientele.

                                                      Skills : Business Development, Mortgage Management.

                                                      Description :

                                                        1. Supported the sales team in writing proposals, and closing contracts.
                                                        2. Ensured that all standards are met within 24 hours or less from initial contact.
                                                        3. Conducted credit searches and/or review applications involving multiple borrowers/loans.
                                                        4. Identified, obtained, analyzed and presented data on feasibility, financial viability and product suitability for reverse mortgages to the public.
                                                        5. Produced an annual report on financials to internal auditors and external auditors.
                                                        6. Participated in discussions with other departments such as marketing, legal, etc. on product suitability as well as determine optimal financial structure for a product that may be used by others.
                                                        7. Developed and presented proposals to management on how products can be made more cost effective.
                                                                                      Years of Experience
                                                                                      Experience
                                                                                      10+ Years
                                                                                      Experience Level
                                                                                      Level
                                                                                      Senior
                                                                                      Education
                                                                                      Education
                                                                                      Associate's

                                                                                      Reverse Mortgage Consultant Resume

                                                                                      Objective : Reverse Mortgage Consultant is responsible for Creating a sales strategy that targets clients with low-to-moderate income, Developing a sales plan that includes objectives, target audiences, sales tactics and promotional materials to be used, Developing customer service strategies based on the customers needs, Designing proper training materials for customers who require it.

                                                                                      Skills : Leadership Development, Training, Human Resources, Consulting, Retention, Coaching, On boarding.

                                                                                      Description :

                                                                                        1. Developed proposals for service contracts with lenders using data provided by the companys research department (e.g., credit scores).
                                                                                        2. Engaged in negotiations with lenders about loan requirements.
                                                                                        3. Worked with Shareholders and other Self-Directed Lenders to develop and implement new programs and services that improve the quality of service, reduce costs, and increase borrower satisfaction.
                                                                                        4. Provided information, guidance, and counsel on the application process.
                                                                                        5. Developed strategies to maximize the value of a reverse mortgage loan and minimize the risk associated with it.
                                                                                        6. Offered fee-only counseling and other services related to obtaining a reverse mortgage loan.
                                                                                        7. Managed sales opportunities and develops a marketing strategy for assigned territory.
                                                                                                                        Years of Experience
                                                                                                                        Experience
                                                                                                                        2-5 Years
                                                                                                                        Experience Level
                                                                                                                        Level
                                                                                                                        Executive
                                                                                                                        Education
                                                                                                                        Education
                                                                                                                        MS

                                                                                                                        Reverse Mortgage Consultant Resume

                                                                                                                        Headline : Reverse Mortgage Consultant with 5 years of experience in Assisting in customer service training via telephone or in person, Developing an effective marketing plan that includes product design and pricing information as well as promotion strategies to increase awareness of the company's products and services, Building a relationship with local banks to obtain financing for customers who qualify for credit based on their income level.

                                                                                                                        Skills : Banking, Sales, Financial Report Manager.

                                                                                                                        Description :

                                                                                                                          1. Assisted in preparing an application for a reverse mortgage loan (including all documents).
                                                                                                                          2. Prepared an income statement and balance sheet for each household member who may receive a reverse mortgage loan.
                                                                                                                          3. Produced annual reports on household income, expenses, and assets.
                                                                                                                          4. Helped homeowners find available resources (such as free tax preparation services or financial literacy classes) to help them succeed after they have obtained a reverse mortgage loan.
                                                                                                                          5. Developed, executed and communicated complex marketing strategies and plans for DTC mortgage products.
                                                                                                                          6. Managed the DTC mortgage product portfolio, including generating and maintaining customer relationships, forecasting customer demand for products, and managing the financial aspects of the product portfolio.
                                                                                                                          7. Monitored key metrics of performance from a financial perspective to ensure profitability is achieved.
                                                                                                                                                              Years of Experience
                                                                                                                                                              Experience
                                                                                                                                                              5-7 Years
                                                                                                                                                              Experience Level
                                                                                                                                                              Level
                                                                                                                                                              Executive
                                                                                                                                                              Education
                                                                                                                                                              Education
                                                                                                                                                              MS

                                                                                                                                                              Reverse Mortgage Consultant Resume

                                                                                                                                                              Objective : Reverse Mortgage Consultant is responsible for Developing a comprehensive understanding of the industry, including the financial market and its implications which products are available, their benefits and risks, Identifying appropriate borrowers and lenders within the market, including cross-sell opportunities to existing products, Providing advice on the structure of a loan to tailor it to the individuals needs.

                                                                                                                                                              Skills : Managing, Developing, Financial Team.

                                                                                                                                                              Description :

                                                                                                                                                                1. Analysed data to determine target metrics to achieve financial and operational objectives.
                                                                                                                                                                2. Identified new business opportunities in existing markets.
                                                                                                                                                                3. Worked with the finance team to determine appropriate financing solutions in order to achieve financial goals.
                                                                                                                                                                4. Operated as a member of the finance team; interacts with customers, agents and other business units on a daily basis.
                                                                                                                                                                5. Worked closely with Loan Origination Manager to develop an understanding of customers' needs and provide guidance on loan structures, terms, fees and repayment options.
                                                                                                                                                                6. Worked with Loan Origination Manager to develop an understanding of customers' needs and provide guidance on loan structures, terms, fees and repayment options.
                                                                                                                                                                7. Represented the company at closing meetings where the customer will sign a contract agreeing to purchase the home.
                                                                                                                                                                                                  Years of Experience
                                                                                                                                                                                                  Experience
                                                                                                                                                                                                  2-5 Years
                                                                                                                                                                                                  Experience Level
                                                                                                                                                                                                  Level
                                                                                                                                                                                                  Executive
                                                                                                                                                                                                  Education
                                                                                                                                                                                                  Education
                                                                                                                                                                                                  MS

                                                                                                                                                                                                  Reverse Mortgage Consultant Resume

                                                                                                                                                                                                  Objective : Reverse Mortgage Consultant is responsible for Developing a strong relationship with lenders by educating them about the product benefits and addressing any gaps in knowledge about this market segment, Communicating with both consumers and banks about the products and services available in order to meet their needs, and ensure that each customer is satisfied with the service provided.

                                                                                                                                                                                                  Skills : Sales, Marketing Segment, Service Assistant.

                                                                                                                                                                                                  Description :

                                                                                                                                                                                                    1. Provided technical support in areas such as closing documents, title insurance or appraisal reports.
                                                                                                                                                                                                    2. Developed sales strategies for new or existing clients.
                                                                                                                                                                                                    3. Identified new customers based on credit history, income level, age and geographic location.
                                                                                                                                                                                                    4. Closed clients by providing a detailed written report to the client detailing all services that were provided to them during the transaction.
                                                                                                                                                                                                    5. Provided consulting support to reverse mortgage lenders, leading to additional revenue streams for the company.
                                                                                                                                                                                                    6. Calculated up-front recovery rates on each customers loan and recommend products that will achieve maximum return on investment (ROI).
                                                                                                                                                                                                    7. Created comprehensive marketing materials for the product including videos, print advertising, and email outreach campaigns that meet client needs.
                                                                                                                                                                                                                            Years of Experience
                                                                                                                                                                                                                            Experience
                                                                                                                                                                                                                            2-5 Years
                                                                                                                                                                                                                            Experience Level
                                                                                                                                                                                                                            Level
                                                                                                                                                                                                                            Executive
                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                            MS