Reverse Mortgage Inside Sales Specialist

CCM CrossCountry Mortgage, LLC; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation plan

Medical

Dental

Vision

401K

Company-provided short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Reverse Mortgage Inside Sales Representative to educate homeowners about reverse mortgage solutions, assess initial eligibility, and guide prospects through early loan steps in a consumer-direct setting.

The role emphasizes compliance, consultative selling, and delivering an exceptional customer experience, handling inbound and outbound leads from marketing initiatives, and meeting performance metrics.

Qualifications

• NMLS licensing, preferred; willingness to obtain if required for the role.
• Experience in inside sales, call center sales, or consumer-direct financial services.
• Experience in mortgage, reverse mortgage, or home equity, preferred.
• Experience working with corporate-generated leads rather than self-sourced business, preferred.
• Comfortable speaking with homeowners who meet age-based program eligibility requirements and discussing long-term financial topics.
• Familiarity with compliance-driven sales environments, preferred.
• Skilled in effective communication and active listening.
• Skilled in managing a high volume of leads and follow-ups within a structured sales environment.
• Highly organized, detail-oriented, and self-motivated.
• Proficiency with CRM systems, dialers, and basic computer applications.

Responsibilities

• Handle inbound and outbound leads generated by corporate marketing, servicing portfolios, digital campaigns, and internal referral sources.
• Conduct initial discovery calls to determine customer needs, interest level, and basic reverse mortgage eligibility.
• Educate consumers on reverse mortgage options (including HECM and proprietary reverse products) in a clear, compliant, and consultative manner.
• Build rapport and trust with homeowners and their families through professional and empathetic communication.
• Accurately document all customer interactions, notes, and next steps in the CRM and loan origination systems.
• Follow established call scripts, workflows, and compliance guidelines while maintaining a natural, customer-focused conversation.
• Maintain consistent follow-up with prospects via phone, email, and SMS as part of structured marketing journeys.
• Meet or exceed individual and team performance metrics, including contact rates, qualification rates, and conversion goals.
• Collaborate with marketing, operations, and sales leadership to improve lead quality, customer experience, and overall conversion performance.

Skills

Inside sales

Communication

Active listening

CRM proficiency

Lead management

Tools

CRM systems

Dialers

Basic computer apps

Job description

CrossCountry Mortgage, LLC is seeking a Reverse Mortgage Inside Sales Representative to educate homeowners about reverse mortgage solutions, assess initial eligibility, and guide prospects through early loan steps in a consumer-direct setting.

The role emphasizes compliance, consultative selling, and delivering an exceptional customer experience, handling inbound and outbound leads from marketing initiatives, and meeting performance metrics.