Reverse Mortgage Loan Officer

Mutual of Omaha Reverse Mortgage is dedicated to helping retirees and their families navigate financial challenges during retirement. Our focus is on educating clients about the Home Equity Conversion Mortgage (HECM), a product developed by the U.S. government to assist individuals in utilizing home equity for a secure and stress-free retirement. With a commitment to open, honest, and ethical conversations, we collaborate with clients and their trusted advisors to provide tailored solutions.

Our team is here to support clients on their timeline, ensuring informed decisions for a more financially secure future.

This is a full-time, remote role, for a Reverse Mortgage Loan Officer. The Loan Officer will guide clients through the reverse mortgage process, provide education on financial products, and offer tailored solutions to meet client retirement goals. Day-to-day responsibilities include conducting consultations, assessing clients' financial needs, preparing loan applications, and working closely with industry partners. Maintaining compliance with regulations and building strong relationships with clients and advisors are also key aspects of the role.

• Expertise in Reverse Mortgages and a thorough understanding of the Mortgage Industry helpful but not required
• Knowledge of Financial Planning concepts and tools
• Strong Sales skills with the ability to engage and build relationships
• Experience in Finance with the ability to analyze and explain financial solutions
• Excellent communication and interpersonal skills to educate clients effectively
• Relevant licensing and certifications in the mortgage or financial field are a plus
• Highly motivated and goal-oriented with an ethical approach to client interactions