Reverse Mortgage Success Agent

Job Summary

Connecting consumers and referral partners with the dedicated reverse mortgage team, the full-time remote Customer & Partner Success Agent will manage inbound and outbound communications, follow up on leads, and schedule consultations to ensure a positive experience during the reverse mortgage inquiry process.

Key responsibilities

• Conduct targeted outbound calling campaigns to engage eligible consumers and referral partners
• Promptly respond to inbound inquiries regarding reverse mortgage products and guide prospective borrowers through next steps
• Coordinate and schedule consultations between prospects and licensed Loan Officers using various scheduling tools

Required qualifications

• 1-3 years of experience in customer service, call centers, sales support, mortgage, or a related field preferred
• Proficiency with Microsoft Office products (Outlook, Word, Excel) and experience with CRM platforms (e.g., Velocify) is highly preferred