ROLE & RESPONSIBILITIES

-Attend initial and ongoing company training sessions

-Identify seniors who could benefit from a reverse mortgage

-Qualify senior prospects and explain the product and it benefits

-Educate the customer, their family and advisors about reverse mortgages

-Provide good faith estimates

-Take applications

-Assist in troubleshooting processing/underwriting issues as necessary

QUALIFICATIONS

-Must be highly ethical

-Motivated to work autonomously as an entrepreneur

-Must be patient and able to interact with senior/elderly clients

-Strong customer service skills is a must

-Ability to work with numbers

-Proficient with MS Office & Internet Browsers

-Financial Advisory/Planning, Mortgage Industry, Elder Care background is a plus, but not
required