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Reverse Mortgage Advisor
Senior Lending Division | Self-Generated Leads
Role Overview
Join a growing senior lending platform as a trusted advisor supporting older homeowners and their families in evaluating home equity lending solutions. This role focuses on building referral relationships, educating clients and professional partners, and managing the reverse mortgage process from initial consultation through closing.
You will work alongside an experienced operations, underwriting, and compliance team while maintaining autonomy in building and managing your own pipeline.
Key Responsibilities
Relationship & Reputation Management
Build and maintain long-term relationships with clients and referral partners while representing the organization with professionalism and integrity within senior-focused communities.
Leadership & Growth
Serve as a subject matter resource within the senior lending space by sharing industry knowledge, mentoring developing professionals, and contributing to best practices as the team expands.
Lead Generation & Community Engagement
Develop referral networks with senior living communities and trusted professional partners such as financial advisors, estate planners, and elder law attorneys. Conduct educational workshops, informational presentations, and one-on-one consultations to increase awareness of home equity lending solutions for retirees.
Client Advisory
Provide personalized consultations to senior homeowners and their families to evaluate financial needs, explain available lending options, and guide them through eligibility considerations while maintaining the highest ethical and compliance standards.
Loan Origination & Pipeline Management
Manage the full loan process from application through closing, coordinate required counseling sessions, maintain accurate CRM and loan system records, and communicate regularly with clients and internal teams throughout the process.
Compliance & Documentation
Ensure all loan files meet applicable federal, state, and licensing requirements. Maintain accurate disclosures, documentation, and audit-ready records in accordance with regulatory guidelines.
Cross-Functional Collaboration
Partner with internal processing, underwriting, compliance, and marketing teams to ensure efficient and timely loan execution.
Typical Weekly Activities
Community visits and meetings with referral partners
Educational workshops and client presentations
Individual client consultations
Pipeline and CRM management
Follow-up communication with clients and families
Performance Metrics
Consistent self-generated lead activity
Loan pipeline progression and closing ratios
Accuracy and completeness of loan documentation
Growth of professional referral networks
Long-term relationship development with clients and partners
JOB ID: 170514
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Jo Chapman