Reverse Mortgage Supervisor

Profile

Position Summary

The Reverse Mortgage Production Supervisor is responsible for leading a dynamic team of up to 10 licensed Loan Originators ensuring the delivery on daily, weekly, monthly, and annual production goals in accordance with the company standards and guidelines and presents reverse mortgage opportunities to current customers over the phone in accordance with all regulations and training. This includes educating clients on the product and the process, working with Operations through the loan processing process, and following up with clients on any loan level issues through to funding.

This position reports directly to the VP-Reverse Mortgages and has a daily interaction with Operations Management.

Primary Responsibilities

Manage and monitor daily volume reports for their team to make sure that each Loan Originator is adhering to company policy and delivering on their goals

Responsible for delivering daily, weekly, monthly, and annual production goals.

Handle incoming customer service inquiries for resolution or escalation requests as needed

Facilitate new Loan Originators on boarding, including licensing, training and overall scheduling

Act as liaison between Sales Team and Loan Operations

Actively participate in meetings with Operations departments.

Train, mentor, and develop new and existing loan originators.

Make recommendations for revisions or updates to standards

Communicates professionally and clearly to clients when explaining reverse mortgages.

Using leads developed by the Company, calls on prospective clients and introduces them to the reverse mortgage products and qualifies for counseling session and application.

As appropriate and allowed, collects pertinent information from client and originates Reverse Mortgage applications.

Analyzes applicant information to determine whether the client is likely to qualify for the desired loan program.

Assists customers in choosing the proper program that best fits their needs and takes the initial loan application.

Provides guidance on the risks and benefits of the different programs available to the client. Explains and communicates the terms of each product and ensures that all of the required documents and disclosures are signed and returned in a timely manner.

Builds relationships with both internal and external customers.

Exhibits professionalism and takes pride in work when dealing with the customers.

Utilizes RoundPoint/Freedom Mortgage training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners.

Ensures exceptional customer experience by overseeing the loan process from origination to close and providing on-going communication to customers and business partners.

Ensures successful completion of all assigned Training activities.

Understands and complies with requirements of applicable federal and state laws and regulations.

Continually meets and/or exceeds the Sales KPI’s set by Management for Productivity and QA.

It will be required to be in the designated office working approximately 40 hours a week.

Qualifications

Required:

Recent experience as a Reverse Mortgage Loan Originator (last three years)

Superior communication skills and proficient in modern media and technology

Fluent in HECM guidelines

Desired:

Experience with Quantum and Insellerate preferred

RoundPoint’s Employee Value Proposition:

Grow. Make a difference. Have fun along the way.

Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work! That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!

As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community! Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!

Physical Demands & Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:

The employee is regularly required to talk or hear.

The employee is required to sit for extended periods of time and is occasionally required to stand and walk.

The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.

The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.

The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

Company info

RoundPoint Mortgage Servicing Corporation
Website : https://www.rpmservicing.com