Reverse Mortgage Specialist Resume Samples

A Reverse Mortgage Specialist provides high-quality loans that meet investor guidelines provides excellent customer service and meets minimum production goals set forth by the lending division. Major roles and responsibilities associated with the post are listed on the Reverse Mortgage Specialist Resume as – establishing a strong presence for the mortgage of the company, developing relationships with realtors, trusted advisors, and financial service providers; presenting the program to prospective clients by phone, in-person meetings, and in group presentations, educating potential prospects in the benefits of the program, participating in all steps related to the origination of a mortgage loan, attending various rallies, luncheons, and events; and utilizing various in-house technical systems and programs.

Those in the field must possess the following skills – experience proactively soliciting new business, the ability to effectively and efficiently handle multiple and complex tasks, experience in collecting and analyzing borrower income and credit, good analytical skills, advanced verbal and written communication skills, and proficiency in standardized software applications. A degree and necessary certification is often listed on resumes.

 

Reverse Mortgage Specialist Resume example

Reverse Mortgage Specialist Resume

Summary : Reverse Mortgage Specialist 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 : Msp As400 Windows Excel Olw, Banking.

Description :

    1. Managed and processed a daily pipeline of claims, meeting daily production goals Manage individual activities related to manual expense reimbursement processing.
    2. Activitied may include management of overall SLAs, work flow, reviewing quality, and working with internal/external business partners and/or outsource vendors/partners.
    3. Ensured accurate processing of expenses within guidelines, document and resolve exceptions.
    4. Understood root cause analysis and implement problem resolution.
    5. Ensured adherence to laws, regulations, and Fannie Mae policies.
    6. Followed policies, procedures, and implementation of key controls to ensure regulatory compliance.
    7. Identified opportunities to str.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA


Reverse Mortgage Specialist Resume

Objective : Customer-oriented Reverse Mortgage Specialist professional successful at building rapport and troubleshooting and handling customer support issues in a timely manner. I have education and experience in Mortgage to include Reverse Mortgage Sales and Loan Processing, Post-Close Review, Banking to include Treasury Management and Home Preservation (Loss Mitigation), Title Insurance, Life and Supplemental Insurance Sales, Medical Claims Coding and Processing, Customer Service, Accounts Payable and General Accounting positions as well as Business Administration.

Skills : Word, Powerpoint, Leadership, Management, Strategic Planning, Business Development.

Description :

    1. Completed mortgage application and loan closings in a timely manner.
    2. Followed up on all Escrow and title issues.
    3. Ordered HUD counseling as required by FHA/HUD.
    4. Also followed up on all termite and structural repairs.
    5. Increased loan closings from zero at start up to an average of 5 closings per month.
    6. Made outbound solicitation calls on delinquent accounts 30 days or more.
    7. Reviewed loss mitigation options with borrower.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Reverse Mortgage Specialist Resume

Summary : Relocating to Las Vegas to be closer to family. Extensive career in the banking and mortgage industry with the last 13 years spent working with seniors and FHA reverse mortgages. Thorough knowledge of reverse mortgage lending from origination to closing including steps involved in processing such as financial assessment, trust and title issues as well as document preparation.

Skills : Loan Processor, Reverse Mortgages, Reverse Mortgages.

Description :

    1. Marketed and sold reverse mortgages to seniors for the following lenders: Genworth Financial Home Equity Access Inc., Financial Freedom Senior Funding Corp., and Reverse Mortgage Oregon (part of Seattle Mortgage co. prior to becoming Bank of America).
    2. Developed and maintained lead source relationships.
    3. Made presentations to senior groups and industry professionals.
    4. Pursued and tracked self-generated and employer-provided leads.
    5. Took applications, processed loans and attended all closings.
    6. The pioneered market for new and exciting products.
    7. Conducted seminars and workshops for Financial Professionals and the senior market.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master Of Arts In Interdisciplinary Studies

Reverse Mortgage Specialist Resume

Headline : Dedicated and results-oriented professional with experience in loan processing, marketing, sales, business development, and management. Excellent communication, presentation, and customer service skills. Ability to establish an exceptional rapport with individuals on all levels. Successful in recruiting, training, supervising, and motivating others.

Skills : Mortgage Skills, Banking Skills, Communication Skills.

Description :

    1. Followed up on leads, sold reverse mortgage products, and originated loans.
    2. Conducted research on property values through various websites, tax rolls, and appraisal districts.
    3. Communicated with Financial Advisors, Personal Bankers, and family members.
    4. Conducted web-ex meetings to educate financial institutions and insurance agencies on reverse mortgages.
    5. Input information into the web-based system and generate biweekly status reports.
    6. Received award for outstanding sales performance (Elite 40 Club Producer).
    7. Operated the FHA Home Equity Conversion Mortgage Program; involved all loan process elements, e.g. pre-application contact, processing, insuring, closing, and loan sales.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Reverse Mortgage Specialist Resume

Summary : Twenty-plus years of Reverse Mortgage Specialist professional experience in sales, marketing, and management; Strong communications skills; Adapting at establishing trust and credibility with clients and co-workers; Dynamic problem solver, business process engineer, and proven project manager.

Skills : Computer, Sales, Management, Microsoft Office Suite, Credit Analysis, Business Development.

Description :

    1. Collected past due funds on the delinquent mortgage account.
    2. Cured delinquencies through short sale or deed in Lui.
    3. Reviewed closing documents for accuracy.
    4. Posted closing funds ensure the recording process takes place.
    5. Ordered BPO's and property inspections.
    6. Reviewed and ordered titles.
    7. Performed HECM counseling and solicit services for Reverse Mortgage Key Accomplishment: Sustained monthly sales revenues from $1.5M to $3M Counseled and solicit the Reverse mortgage product to Senior citizens and their families.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associates In Business

Reverse Mortgage Specialist Resume

Objective : To obtain a position with your company that would allow me to use my experience, organization skills, and common sense in a fulfilling work environment. I have taken some accounting classes, and I have run my own business. I also volunteer with AARP every year during tax time as their Tax-Aide: Local Coordinator.

Skills : Microsoft Office, QuickBooks, Typing 80 Wpm, Residential Property Management, Administrative/Clerical, Customer Service.

Description :

    1. Made inbound and outbound calls to help seniors 62 and older with a reverse mortgage help keep their homes.
    2. Made 200 plus calls Set them up on payment plans if approve and took payments when needed.
    3. Navigated through different screens to help provide better customer service.
    4. Met new people and learned about reverse mortgages and also being able to help seniors keep their homes and provide great customer service.
    5. Turned a bad situation into a good one by just listening and letting them talk.
    6. Used Being very patient and taking my time when dealing with seniors because most of the time they just wanted someone to talk to.
    7. Managed both retail and brokerage loan originations/closings in Iowa for this seniors-only product.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BA

Reverse Mortgage Specialist Resume

Objective : Service-oriented Reverse Mortgage Specialist with 5-year background in customer service & mortgage environment. Core competencies include loss mitigation, collections, asset management, and customer service as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.

Skills : Salesforce.Com, Sales & Marketing, Financial Analysis, Investor Relations, Finance, Commercial Lending, Customer Service.

Description :

    1. Worked with several lenders in the application process.
    2. Originated reverse mortgages.
    3. Marketed and educated seniors on the reverse mortgage process.
    4. Documented the claims database and Navigator with the status
    5. Prepared Mortgagee Comments with critical dates and data. Summarize the claim.
    6. Pulled reports for claims paid and record data accordingly.
    7. Imaged claim and/or additional documentation to RQ/Hermit and validate completion.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts In Business

Reverse Mortgage Specialist Resume

Objective : To obtain a challenging Reverse Mortgage Specialist position, utilizing my strengths in building and maintaining client relationships, networking, seminar selling, and strong interpersonal skills.

Skills : Sales, Mortgage.

Description :

    1. Generated leads for reverse mortgage qualification.
    2. Led were also provided for consulting and possible reverse mortgage sales.
    3. Assisted clients with loan paperwork and counseling regarding the reverse mortgage and its process.
    4. Loved this job as I loved helping those in need.
    5. Worked with financial planners, CPA's and senior groups to develop a book of business and referral system.
    6. Moved to West Palm Beach, FL from Providence, RI to start Florida office.
    7. Arranged and performed in-home consultations and seminar presentations.
                      Years of Experience
                      Experience
                      2-5 Years
                      Experience Level
                      Level
                      Junior
                      Education
                      Education
                      BS In Communications

                      Reverse Mortgage Specialist Resume

                      Headline : Effective and dedicated management professional with supervisory and executive-level experience in a variety of industries. Skilled in achieving or surpassing organizational goals as both team member and individual contributor. Adept at working effectively with clients, coworkers, managers, and stakeholders at all levels.

                      Skills : Operations Management / Budgeting / Staff Supervision.

                      Description :

                        1. Sustained monthly sales revenues from $1.5M to $3M Counseled and solicit the Reverse mortgage product to Senior citizens and their families.
                        2. Provided strategies sales skills for different kinds of products and new promotions programs.
                        3. Conducted solicitation presentations Developed relationships from various sources including Community Outreach program, Attorneys, Realtors, Builders, and Financial Advisors.
                        4. Coordinated and participated in different activities to promote our reverse mortgage products.
                        5. Provided exceptional customer service by listening attentively and providing solutions to customers, effectively resolving issues to encourage repeat future business.
                        6. Worked with various office machines including photocopiers, fax machines, and Windows-based computers.
                        7. Took a young, relatively undeveloped territory and grew Iowa sales volume 300% in one year.
                      Years of Experience
                      Experience
                      5-7 Years
                      Experience Level
                      Level
                      Executive
                      Education
                      Education
                      BA In Public Management

                      Reverse Mortgage Specialist Resume

                      Objective : Highly qualified Reverse Mortgage Specialist 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 : Microsoft Office, Financial Skills.

                      Description :

                        1. Contacted and managed all company furnished leads and developed referral networks among banks, financial planners, attorneys, and senior services providers.
                        2. Provided strategies sales skills for different kinds of products and new promotions programs.
                        3. Conducted solicitation presentations Developed relationships from various sources including Community Outreach program, Attorneys, Realtors, Builders, and Financial Advisors.
                        4. Managed all post-closing repair escrows and title indemnities, including HUD 203k.
                        5. Responsible for building market share in MO, KS, and IL Networked with community leaders and professionals.
                        6. Collected and deposited money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
                        7. Maintained knowledge of HUD regulations and guidelines regarding the claim procedure.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        Associates Of Applied Arts