Reverse Mortgage Inside Sales Specialist

CrossCountry Mortgage, LLC

United States

On-site

USD 52,000 - 78,000

Full time

5 days ago
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Benefits offered by this job

Medical, dental, vision
401K
Short-term disability
Employee assistance program
Wellness program

Job summary

CrossCountry Mortgage, LLC is hiring a Reverse Mortgage Inside Sales Representative to educate homeowners about reverse mortgage options, assess eligibility, and guide prospects through early loan steps in a compliant, consultative, consumer‑direct environment.

You will handle inbound/outbound leads, build rapport, document interactions in the CRM, and collaborate with marketing and sales to improve lead quality and conversion. NMLS licensing is preferred; mortgage experience is advantageous.

Qualifications

  • Experience in inside sales or consumer-direct financial services.
  • Experience in mortgage, reverse mortgage, or home equity preferred.
  • Experience working with corporate-generated leads preferred.
  • Ability to discuss long‑term financial topics with homeowners.
  • Familiarity with compliance-driven sales environments.

Responsibilities

  • Handle inbound and outbound leads from marketing and referrals.
  • Educate homeowners on reverse mortgage options in a compliant manner.
  • Document all interactions in CRM and loan origination systems.
  • Follow scripts, workflows, and meet performance metrics.
  • Collaborate with marketing and sales leadership to improve conversions.

Skills

Inside sales
Mortgage industry knowledge
Lead management
CRM proficiency
Compliance-driven selling
Communication & active listening
Organization & self-motivation

Tools

CRM systems
Dialers
Basic computer apps

Job description

CrossCountry Mortgage, LLC is hiring a Reverse Mortgage Inside Sales Representative to educate homeowners about reverse mortgage options, assess eligibility, and guide prospects through early loan steps in a compliant, consultative, consumer‑direct environment.

You will handle inbound/outbound leads, build rapport, document interactions in the CRM, and collaborate with marketing and sales to improve lead quality and conversion. NMLS licensing is preferred; mortgage experience is advantageous.

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