Loan Retention Specialist

Remote

Full Time

Mutual of Omaha Reverse Mortgage

Experienced

Mutual of Omaha is a Fortune 300 Company with an iconic brand and outstanding customer loyalty. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!

Position Summary:
We are seeking a detail-oriented and customer-focused Loan Retention Specialist to support our Consumer Direct Reverse Mortgage team. This role is responsible for managing active loan pipelines, working closely with borrowers throughout the loan lifecycle, and ensuring a smooth and timely closing process. The ideal candidate will have strong mortgage processing experience, excellent communication skills, and the ability to effectively address borrower concerns and objections.

A minimum of five (5) years of mortgage industry experience is required, with at least one (1) year of direct reverse mortgage experience strongly preferred. This role is not responsible for originating loans but plays a critical role in borrower engagement, retention, and overall loan success.

Key Responsibilities:

Manage pipeline for Consumer Direct Loan Officers
Partner closely with processing teams to ensure timely loan closings
Provide consistent and proactive updates to borrowers on loan status
Address borrower concerns, questions, and objections throughout the loan process
Act as a liaison between borrowers and internal departments to ensure a seamless experience
Maintain strong follow-up and communication to support borrower retention
Ensure accuracy and completeness of loan files in collaboration with processing

Qualifications:

Minimum of five (5) years of mortgage industry experience
At least one (1) year of reverse mortgage experience
Strong mortgage processing background
Strong interdepartmental collaboration and customer service skills
Experience working directly with borrowers throughout the loan lifecycle
Excellent communication and interpersonal skills
Strong problem-solving and critical thinking abilities
Ability to multitask and manage multiple loans in pipeline
High level of attention to detail and organizational skills
Familiarity with Encompass, Quantum Reverse, Salesforce, and Microsoft Office (Outlook, Teams)
Sales or borrower-facing experience

The salary range for this position is $80,000-$120,000 annually.

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:

Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
Multiple PPO Medical Plans, as well as HDHP eligible plan.
Dental Coverage
Vision Coverage
Company Paid Life Insurance
401K with a generous employer match
Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
Free Legal Services
Employee Loan Program
100% Remote

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Loan Retention Specialist

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