Reverse Inside Loan Officer

About This Opportunity

Our talent team is representing a confidential mortgage lending organization in their search for a Reverse Inside Loan Officer. This is a consumer-direct sales role focused on managing inbound and outbound leads, educating homeowners about reverse mortgage solutions, and guiding qualified prospects through the initial stages of the loan process. You'll work in a structured, compliance-driven environment with corporate-generated leads and marketing support.

Responsibilities

• Manage and convert inbound and outbound leads generated through corporate marketing initiatives, digital campaigns, and internal referral sources
• Conduct initial discovery calls to assess customer needs, interest level, and basic reverse mortgage eligibility
• Educate consumers on reverse mortgage options (including HECM and proprietary products) in a clear, compliant, and consultative manner
• Build rapport and trust with homeowners and their families through professional and empathetic communication
• Accurately document all customer interactions, notes, and next steps in CRM and loan origination systems
• Follow established call scripts, workflows, and compliance guidelines while maintaining natural, customer-focused conversations
• Maintain consistent follow-up with prospects via phone, email, and SMS as part of structured marketing journeys
• Meet or exceed individual and team performance metrics including contact rates, qualification rates, and conversion goals
• Collaborate with marketing, operations, and sales leadership to improve lead quality and customer experience

What We're Looking For

• NMLS licensing preferred; willingness to obtain if required for the role
• Experience in inside sales, call center sales, or consumer-direct financial services
• Experience in mortgage, reverse mortgage, or home equity preferred
• Experience working with corporate-generated leads rather than self-sourced business preferred
• Comfortable speaking with age-eligible homeowners and discussing long-term financial topics
• Familiarity with compliance-driven sales environments preferred
• Strong communication and active listening skills
• Ability to manage high volume of leads and follow-ups within a structured sales environment
• Highly organized, detail-oriented, and self-motivated
• Proficiency with CRM systems, dialers, and basic computer applications

How We Work With You

Candidates apply directly through Get A Job.ai. Our recruiting team will conduct an initial screening to understand your background and qualifications. We'll then submit qualified candidates to our client for consideration. Please do not attempt to contact the employer directly, as all communication should flow through our team to ensure a smooth process.

Equal Opportunity

Get A Job.ai is committed to inclusive hiring practices and works with clients who support equal employment opportunity for all qualified persons regardless of race, color, religion, national origin, age, disability, ancestry, marital status, veteran status, sex, sexual orientation, gender identity, or any other protected characteristic.