Loan Officer - Reverse Mortgage Coach

San Diego, CA
Full-Time

Job Description

Essential Job Functions:

  • Originate self-sourced reverse mortgages and other mortgages as a Loan Officer and close at least two (2) loans a quarter.
    • Obtain accurate and thorough 1009 and other application documents.
    • Collect supporting documentation from borrower
    • Obtain executed disclosures within regulations time frame.
    • Analyze credit report and financial scenario, determining appropriate loan product(s).
    • Determine (price) a profitable loan and communicate fees to ops team.
    • Submit a complete loan package to processing. 
    • Review Closing Docs and participate in the closing when necessary
    • Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
    • Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
  • Visit assigned branches in person at least once per month.
  • Provide Mentor services for assigned branch Loan Offices originating reverse mortgages.
  • Coordinate, create, track and distribute marketing materials.
  • Manage client and referral partner databases.
  • Answer customer inquiries involving rates, products and loan application status to ensure quality customer service.
  • Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer.

Qualifications:

  • High school diploma or equivalent required.
  • At least two years of experience in Reverse Mortgage lending or 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; strong detail orientation and highly organized.
  • 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 required.
  • Strong verbal and written communication skills.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.PDN-9a6a603f-5b11-486d-aeb9-6f3499a0a263

Essential Job Functions:

  • Originate self-sourced reverse mortgages and other mortgages as a Loan Officer and close at least two (2) loans a quarter.
    • Obtain accurate and thorough 1009 and other application documents.
    • Collect supporting documentation from borrower
    • Obtain executed disclosures within regulations time frame.
    • Analyze credit report and financial scenario, determining appropriate loan product(s).
    • Determine (price) a profitable loan and communicate fees to ops team.
    • Submit a complete loan package to processing. 
    • Review Closing Docs and participate in the closing when necessary
    • Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process.
    • Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
  • Visit assigned branches in person at least once per month.
  • Provide Mentor services for assigned branch Loan Offices originating reverse mortgages.
  • Coordinate, create, track and distribute marketing materials.
  • Manage client and referral partner databases.
  • Answer customer inquiries involving rates, products and loan application status to ensure quality customer service.
  • Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer.

Qualifications:

  • High school diploma or equivalent required.
  • At least two years of experience in Reverse Mortgage lending or 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; strong detail orientation and highly organized.
  • 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 required.
  • Strong verbal and written communication skills.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.PDN-9a6a603f-5b11-486d-aeb9-6f3499a0a263

About Guild Mortgage

Guild Mortgage has become one of the nation’s leading independent ‭mortgage providers by following a ‭simple rule—doing what’s right for our customers. 

Since 1960, we’ve grown ‭through every economic cycle. ‭Today, no other mortgage lender ‭has our stability, experience and ‭uncompromising focus on ‭customer service. 

 When you choose Guild, you get: 

  •  A commitment closing your loan on time 
  •  A wide array of ‭specialized products and programs for every type of homebuyer 
  •  Loan officers you can meet face-to-face or online ‭ 
  •  A direct lender that tailors each loan to fit the needs of individual borrowers 
  •  Long-term relationships—we ‭service the majority of loans we close

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Apply For This Job
Loan Officer - Reverse Mortgage Coach
Guild Mortgage
San Diego, CA
Mar 26, 2024
Full-time
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