Company Overview

South River Mortgage (SRM) is one of the fastest-growing reverse mortgage originators in the country. Founded in 2019, our mission is focused on helping customers find security in retirement. At SRM we put our customers first by helping them find the best reverse mortgage products that fit their specific needs. Ranked on the Baltimore Business Journal as one of the Best Places to Work for 2021, we are an industry-leading team of professionals. Committed to excellence, innovation, and giving back to the community we are a trustworthy broker who will help our senior citizens find the best reverse mortgage product plan. Our company is expanding, and we are currently seeking an Account Executive to join our team in-person at our headquarters in Annapolis, MD.

Full Job Description

We are seeking hardworking, energetic, team-oriented individuals to join our team who are ready to elevate their sales career to uncapped new heights. We are looking for talented people who put customers as the forefront of everything they do. As an Account Executive, you will work pre-screened leads developed by the company, there is no cold-calling or lead generation required. Your job is to provide a consultation to help borrowers meet their retirement goals and present reverse mortgage opportunities over the phone. You will educate the customer on the product and the process, as well as following up with the customer throughout the process.

Responsibilities

• Manage incoming leads by phone, email, text, and CRM
• Interview applicants to analyze financial and credit data, determine financing objectives, and advises customer on product, pricing, and process
• Collect and analyze client’s financial information
• Gather all required information and follow loan from application to closing, ensuring continued communication with the customer throughout the process
• Evaluate credit worthiness by processing loan applications and documentation within specified limits
• Communicate with clients either to request or to provide information
• Determine estimated value of customers home using all resources available (Zillow, other resources that may be available)
• Maintain and update account records
• Operate in compliance with laws and regulations and adhere to lending compliance guidelines
• Keep informed of trends and developments in the reverse mortgage industry, as well as changing rules and regulations pertaining to reverse mortgage products

Qualifications

• Bachelor’s Degree or equivalent required
• Ability to manage multiple priorities, strong detail orientation, and highly organized
• Familiarity with computers and banking applications/software preferred but not required
• Works with a strong sense of urgency and responsiveness
• Passionate about delivering excellence in customer service
• Demonstrated patience and professionalism when interacting with customers
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required
• Strong verbal and written communication skills
• Ability to work in a goal-oriented environment
• Motivated and driven by sales

What We Offer

• Competitive base pay as well as uncapped commission
• Medical, Dental, Vision, 401K, and more
• Pet Insurance
• Paid Time Off
• Very fast path of growth

Company Overview

South River Mortgage is one of the fastest-growing mortgage originators in the country, focused on helping American seniors find security in retirement. Our data science department is expanding, and we are currently seeking a full-time Associate Data Scientist to join the team at our headquarters in Annapolis, MD.

Responsibilities

• Write scripts to clean, manipulate and validate data.
• Conduct exploratory data analysis to discover hidden trends and integrate trends into analysis.
• Create infrastructure to streamline and automate manual data processes.
• Use the right combination of tools and frameworks to derive insights from diverse data sets and guide strategic decision-making.
• Collaborate with cross-functional teams throughout the organization to address data needs.
• Run and optimize day-to-day business functions.

Qualifications

• Bachelors Degree in Computer Science, Statistics, Mathematics, or related quantitative field with exposure to advanced statistical concepts.
• Two (2) or more years working with R or Python to analyze and manipulate data.
• Two (2) or more years working with SQL to pull together disparate data sources.
• Strong Verbal & Written communication skills.

Standout Qualifications

• Masters in Computer Science, Statistics, Mathematics, or related quantitative field.
• Experience building and training predictive machine learning models.

Benefits

• Competitive pay based on experience
• Multiple medical, dental, and vision coverage options.
• PTO and Paid Holidays
• 401k Retirement Plan
• Company funds for education, training or certification programs.

Job Type

• Full-time

Pay

• $70,000.00 - $100,000.00

Schedule

• 8 hour shift

Supplemental pay types

• Bonus pay

Ability to commute/relocate

• Annapolis, MD 21401: Reliably commute or planning to relocate before starting work (Preferred)

Work Location

• One location

Company Overview

South River Mortgage (SRM) is one of the fastest-growing reverse mortgage originators in the country. Founded in 2019, our mission is focused on helping customers find security in retirement. At SRM we put our customers first by helping them find the best reverse mortgage products that fit their specific needs.

Ranked on the Baltimore Sun as one of the Best Places to Work for 2021, we are an industry-leading team of professionals. Committed to excellence, innovation, and giving back to the community, we are a trustworthy broker who will help our senior citizens find the best reverse mortgage product plan.

Responsibilities

• Assist with tasks needed to keep the client projects and campaigns running smoothly
• Support the production of marketing materials
• Update advertising copy, reports, and presentations
• Conduct market research to define target audiences for different products/services and create buyer personas
• Perform competitor analysis to identify industry best practices that will help us optimize existing campaigns and ensure the success of future ones
• Monitor social media activities to assess the public’s perception of the company’s brand
• Write email subject lines, QA email copy, and set up email campaigns
• Track projects and team activities and assist in standardizing marketing materials

Qualifications

• Bachelor’s degree in Marketing, Business Administration, or related field
• Minimum 2 years of experience in Marketing or Business Administration
• Ability to create spreadsheets and analyze quantitative data to interpret KPI and ROI metrics
• Experience with email marketing platforms like Mailchimp
• Excellent verbal and written communication skills

Benefits

• Competitive pay based on experience
• Medical, Dental, Vision, 401K, and more
• Pet Insurance
• Paid Time Off
• Fast Path of Growth

Company Overview

South River Mortgage (SRM) is one of the fastest-growing reverse mortgage originators in the country. Founded in 2019, our mission is focused on helping customers find security in retirement. At SRM we put our customers first by helping them find the best reverse mortgage products that fit their specific needs. Ranked on the Baltimore Business Journal as one of the Best Places to Work for 2021, we are an industry-leading team of professionals. Committed to excellence, innovation, and giving back to the community we are a trustworthy broker who will help our senior citizens find the best reverse mortgage product plan. Our company is expanding, and we are currently seeking a Mortgage Loan Officer to join our team in-person at our headquarters in Annapolis, MD.

Full Job Description

We are seeking experienced loan officers to join our team who are ready to elevate their sales career to uncapped new heights. We are looking for hardworking, energetic, team-oriented individuals who put customers as the forefront of everything they do. As a Mortgage Loan Officer, you will work pre-screened leads developed by the company, there is no cold-calling or lead generation required. Your job is to provide a consultation to help borrowers meet their retirement goals and present reverse mortgage opportunities over the phone. You will educate the customer on the product and the process, as well as following up with the customer throughout the process.

Responsibilities

• Manage incoming leads by phone, email, text, and CRM
• Interview applicants to analyze financial and credit data, determine objectives, and advise customer on product, pricing, and process
• Collect and analyze client’s financial information
• Gather all required information and follow loan from application to closing, ensuring continued communication with the customer throughout the process
• Evaluate credit worthiness by processing loan applications and documentation within specified limits
• Communicate with clients either to request or to provide information
• Determine estimated value of customers home using all resources available (Zillow, other resources that may be available)
• Maintain and update account records
• Operate in compliance with laws and regulations and adhere to lending compliance guidelines
• Keep informed of trends and developments in the reverse mortgage industry, as well as changing rules and regulations pertaining to reverse mortgage products

Qualifications

• Bachelor’s Degree or equivalent required
• Experience as a Mortgage Loan Officer or in a similar role
• Active NMLS License
• Knowledge of federal, state, and local levels of loan processing laws and regulations and ability to communicate these laws in a non-technical and conversational manner to others
• Experience with fair housing regulations
• Ability to manage multiple priorities, strong detail orientation, and highly organized
• Familiarity with computers and banking applications/software preferred but not required
• Works with a strong sense of urgency and responsiveness
• Demonstrated patience and professionalism when interacting with customers
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required
• Strong verbal and written communication skills
• Ability to work in a goal-oriented environment
• Motivated and driven by sales

What We Offer

• Competitive base pay as well as uncapped commission
• Medical, Dental, Vision, 401K, and more
• Pet Insurance
• Paid Time Off
• Very fast path of growth

Company Overview

South River Mortgage (SRM) is one of the fastest-growing reverse mortgage originators in the country. Founded in 2019, our mission is focused on helping customers find security in retirement. At SRM we put our customers first by helping them find the best reverse mortgage products that fit their specific needs. Ranked on the Baltimore Business Journal as one of the Best Places to Work for 2021, we are an industry-leading team of professionals. Committed to excellence, innovation, and giving back to the community we are a trustworthy broker who will help our senior citizens find the best reverse mortgage product plan. Our company is expanding, and we are currently seeking a Mortgage Loan Processor to join our team in-person at our headquarters in Annapolis, MD.

Full Job Description

We are seeking a Mortgage Loan Processor to join our team and play an integral part in the loan process by serving as the key contact point between the borrower and the rest of the Mortgage Loan Operation team. In this role, you will process reverse mortgage loan files and help customers submit complete applications. You will be primarily responsible for gathering, organizing, reviewing, processing, establishing, and maintaining reverse mortgage loan documentation files.

Responsibilities

• Gather and prepare all necessary documentation for the loan package
• Order supporting documentation as needed to complete the package
• Determine any issues early in the process in order to complete the loan in a timely manner
• Research applicant credit status and current financial position
• Prepare and maintain all paperwork for existing and new loans, including loan disclosures
• Complete loan contracts and ensure customers are kept informed of the rules and requirements
• Submit files to the designated Underwriter
• Act as point of contact between loan officers and underwriters
• Ensure you comply with the established regulations and law requirements
• Follow-up with clients to verify important information
• Prioritize workflow so loans close on time
• Provide excellent customer service to borrower, loan officer, vendors, and other interested parties
• Maintain current knowledge about the industry and changing market trends
• Stay current with federal, state regulations, policies and industry trends

Qualifications

• Bachelor's Degree or relevant experience
• Experience with mortgage loan software programs a plus
• Knowledge of legislation and best practices preferred
• In-depth knowledge of closing procedures, loan processes, and documentation a plus, but not required
• Good multitasking abilities with outstanding time management skills
• Highly detail oriented
• Ability to work with strict deadlines
• Excellent communication and interpersonal skills
• Ability to work in a high-pressure, goal-oriented environment

What We Offer

• Competitive base salary with bonus potential!
• Medical, Dental, Vision, 401K, and more
• Pet Insurance
• Paid Time Off

Job Type

• Full-time

Salary

• $55,000.00 - $115,000.00 per year

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Education

• High School or equivalent (Preferred)

Experience

• Loan Processors: 1 year (Preferred)
• Mortgage servicing: 1 year (Preferred)