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DATE ADDED: Fri 21/09/2018

Sales Support / Junior Loan Processor

San Diego, USA


Job Description


Summary: Responsible for performing a variety of duties to assist the Inside Sales Team. You will work with your Production Partner to effectively close Reverse Mortgages for our clients throughout the country. You will become an integral part of the Process and advance as you add value to a growing TEAM.



  • Prepare Application Packages and Meet Established Turn-times
  • Schedule Notary Signing appointments for the initial application
  • Request required documentation from borrower via Notary Company to ensure smooth signing
  • Monitor Applications Sent and expected return
  • Application Review/Pre-processing
  • Review all files received in the office for completeness prior to submitting to Fulfillment
  • Complete the Pre-Processing Checklist and Application Information Form
  • Complete the Pre-Processing introduction call to borrower and submit to Fulfillment
  • Pipeline Management
  • Maintain accurate updates in the Sales System (Velocify)
  • Upload Files to Processing System
  • Work with Production Partner to obtain borrower conditions
  • Schedule Closings and work with the borrower and the Sales Team ​​​



  • 2 Years mortgage experience/background preferred
  • Bachelor's degree preferred, but not required
  • Strong Customer Service and Time Management skills a must
  • Reverse Vision & Encompass Experience a plus
  • Ability to multi-task
  • Excellent Computer Skills with the ability to learn new systems
  • Highly motivated and determined to succeed in a competitive, time-sensitive industry

Company Description
Retirement Funding Solutions was created to address and solve for one of the most significant challenges facing the Baby Boomer Generation today: being financially prepared for your retirement years. RFS is committed to educating Retirees and their families on the value of a product that was created by the U.S. Government during President Reagan's term in Office. RFS was recently acquired by Mutual of Omaha, a 108-year-old Fortune 500 Company.

If you enjoy working in a fast pace team environment and helping others we would love to hear from you!

Role: Sales Support / Junior Loan Processor
Job Type:
Location: San Diego,

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