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Assistant Reverse Mortgage Sales Jobs in Addison, TX

BSI Financial Services

Mortgage Loan officer

Irving, TX · On-site

... Assist with inbound calls, including transferred calls from Customer Service and other BSI ... Attends all training, sales meetings, and orientations as directed. * Increases personal knowledge ...

BSI Financial Services

Mortgage Loan officer

Irving, TX · On-site +1

... Assist with inbound calls, including transferred calls from Customer Service and other BSI ... Attends all training, sales meetings, and orientations as directed. * Increases personal knowledge ...

SWBC

Sr Loan Officer

Dallas, TX · On-site

The Sr. Loan Officer will solicit prospective referral sources and assist your branch team with the ... Minimum five (5) years of mortgage sales and mortgage loan origination experience, or equivalent ...

Swbc

Sr Loan Officer

Dallas, TX · On-site

The Sr. Loan Officer will solicit prospective referral sources and assist your branch team with the ... Minimum five (5) years of mortgage sales and mortgage loan origination experience, or equivalent ...

Truist

Retail Mortgage Loan Originator

Dallas, TX · On-site

... the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as ... Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as ...

Truist

Retail Mortgage Loan Originator

Dallas, TX · On-site

Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as ... sales experience. 2. Two or more years of experience in residential mortgage lending with solid ...

Morgan Stanley

UHNW Senior Mortgage Consultant

Dallas, TX · On-site

$115K/yr

... assist in providing expert advice and problem-solving skills to help meet client mortgage needs ... Work directly with Private Bankers (Field Sales) to help reach each complex /branch growth targets.

Morgan Stanley

UHNW Senior Mortgage Consultant

Dallas, TX

$115K/yr

... assist in providing expert advice and problem-solving skills to help meet client mortgage needs ... Work directly with Private Bankers (Field Sales) to help reach each complex /branch growth targets.

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All JobsReverse Mortgage Sales JobsAssistant Reverse Mortgage Sales JobsAssistant Reverse Mortgage Sales Jobs in Addison, TX

Assistant Reverse Mortgage Sales information

See Addison, TX salary details

$27.6K

$36.7K

$45.5K

How much do assistant reverse mortgage sales jobs pay per year?

As of Aug 16, 2026, the average yearly pay for assistant reverse mortgage sales in Addison, TX is $36,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,400.00 and $38,700.00 per year, depending on experience, location, and employer.

What is an assistant reverse mortgage sales?

Assistant Reverse Mortgage Sales professionals support loan officers and sales teams in guiding clients through the reverse mortgage process. Their responsibilities often include preparing documentation, answering customer inquiries, scheduling appointments, and ensuring compliance with lending regulations. They play a key role in helping seniors understand their options and gather the information needed to move forward with a reverse mortgage. By providing administrative and customer support, they help streamline the loan process and enhance the client experience.

What are some common challenges faced by assistant reverse mortgage sales professionals, and how can they be addressed?

Assistant Reverse Mortgage Sales professionals often encounter challenges such as educating clients about complex loan products, addressing misconceptions about reverse mortgages, and managing sensitive financial conversations with senior clients. Building strong communication and empathy skills is essential to guide clients through the process and ensure they feel comfortable and informed. Additionally, staying up-to-date with regulatory changes and collaborating closely with loan officers, underwriters, and compliance teams can help resolve issues efficiently and provide a smooth experience for clients.

What is the difference between Assistant Reverse Mortgage Sales vs Assistant Mortgage Loan Officer?

AspectAssistant Reverse Mortgage SalesAssistant Mortgage Loan Officer
CredentialsTypically requires real estate or mortgage licensing, familiarity with reverse mortgage productsRequires mortgage licensing, loan processing knowledge
Work EnvironmentOffice-based, client meetings, sales supportOffice and client meetings, loan processing
Industry UsageUsed in reverse mortgage industry, assisting senior clientsUsed in mortgage lending, assisting with various loan types
Search & Comparison IntentPeople comparing roles in reverse mortgage salesPeople exploring mortgage sales support roles

The Assistant Reverse Mortgage Sales focuses on supporting the sale of reverse mortgages to senior clients, requiring specialized knowledge of reverse mortgage products. In contrast, the Assistant Mortgage Loan Officer assists with a broader range of mortgage loans, including conventional and FHA loans. Both roles involve client interaction and sales support but differ in product specialization and licensing requirements.

What are the key skills and qualifications needed to thrive as an assistant reverse mortgage sales professional?

To thrive as an Assistant Reverse Mortgage Sales professional, you need a solid understanding of mortgage products, strong organizational skills, and often a background in finance or real estate. Familiarity with CRM software, loan origination systems, and regulatory compliance platforms is typically required. Excellent communication, attention to detail, and customer service skills help build trust and facilitate smooth transactions. These skills and qualifications are crucial for ensuring accurate processing, maintaining regulatory compliance, and providing a positive client experience in a highly regulated industry.

What cities near Addison, TX are hiring for Assistant Reverse Mortgage Sales jobs?

Cities near Addison, TX with the most Assistant Reverse Mortgage Sales job openings:

Assistant Reverse Mortgage Sales jobs near you

Mortgage Loan officer

BSI Financial Services

Irving, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Description
Mortgage Loan Officer @ BSI Financial Services
Summary:
Join BSI Financial Services as a Loan Officer. As a Loan Officer, you will present mortgage opportunities to current and prospective clients over the phone and submit mortgage loan applications while serving as a point of contact through funding.
Position Type and Expected Hours of Work:
This is a full-time hybrid position. Days and hours of work vary Monday through Friday. Occasional early morning/late evening and/or weekend work required. Must be located and licensed in Nevada.
Key Responsibilities:
  • Communicates professionally, confidently, and effectively over the phone with clients, explaining mortgage products and proposing the best solution based on customers' needs.
  • Makes outbound calls from a daily lead set of BSI Financial customers to solicit new mortgage applications and bring awareness to products offered by BSI Financial. Assist with inbound calls, including transferred calls from Customer Service and other BSI Financial departments regarding mortgage interest.
  • Builds rapport and collects pertinent information from the customer to ensure a thorough and complete loan application. Sets expectations on the mortgage process, providing excellent customer service and follow-up.
  • Sells mortgages following all regulations and explains to client requirements needed for closing based on product guidelines.
  • Locks loans in Encompass after checking prices with retail, wholesale, and correspondent lenders.
  • Partners with internal operations team members to consistently produce quality files. Maintains active communication with the processing team concerning client needs.
  • Attends all training, sales meetings, and orientations as directed.
  • Increases personal knowledge by staying abreast of product guidelines and industry trends
  • Maintains timely and accurate records of all customer activity. Carries a high level of accountability for results and metrics

Key Qualifications:
  • Active NMLS license is required with the ability to obtain additional state licenses in the company footprint as needed.
  • Bachelor's degree preferred
  • Three or more years of experience in a call center or inside phone sales.
  • Must be local to the DFW area, preferably within 30 miles or 60 minutes of our Irving location.
  • Knowledge of Encompass and Velocify software is preferred.
  • Ability to achieve sales goals and performance metrics.
  • Purchase, refinance, assumptions, and home equity knowledge
  • Strong understanding of FHA, VA, and Conventional guidelines as well as Federal and State regulations
  • Excellent communication, interpersonal, and organizational skills
  • Strong problem-solving, time management, and attention to detail skills
  • Proficiency in MS Office programs, specifically Word, Excel, Outlook
  • Works well in fast-paced environment with the ability to multitask and meet deadlines
  • Ability to close 10+ loans per month ad meet minimum daily call requirements

What's in it for you?
  • Competitive compensation and full benefits package include medical, dental, and vision.
  • 100% company-paid life insurance and disability coverage!
  • 401K with company matching!
  • 17 days PTO (increases with tenure) and 9 company paid holidays!
  • Professional but fun, casual work environment and great team culture!

About BSI Financial
Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.
BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.
EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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