Retirement Funding Solutions is uniquely structured to compete for the future of the reverse mortgage business. Our comparative advantages will include a strategic focus on the trusted advisors upon which Baby Boomers depend for financial guidance.

Education will serve as the Cornerstone of our Success, and our Core Values will define our Firm. To Join or Partner with the Future of the Reverse Mortgage Business, fill the form below.

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Current corporate positions available

Reverse Mortgage Underwriter

Retirement Funding Solutions has an opportunity for an experienced Reverse Underwriter to join our team. Retirement Funding Solutions provides a stable, and consistent work environment, with a strong foundation. We equip our employees with the best products and systems to execute at the highest level.  This is an exceptional opportunity to work in a niche industry of reverse mortgages. We offer on the job, hands on training, and will accept remote applicants who are experienced in reverse mortgage.    

Responsibilities:

  • Evaluate risk in accordance with all investor guidelines and company policies
  • Review all aspects of the loan file, including title and appraisal reports. Set the terms for approval and compliance or identify reasons for rejection
  • Effectively communicate all loan decisions to sales channels and management, as needed
  • Accurately review and input pertinent loan data into operational systems
  • Work closely with all operational departments to establish productive and efficient work flows
  • Reviews and evaluates information on mortgage loan documentation to determine if borrower and/or property meets loan standard
  • Ensures loan documents are accurate, complete and sufficient to clear all conditions for final loan approval
  • Remain up to date on changes to HUD HECM guidelines and investor requirements
  • Be available for questions regarding guidelines and deal structuring

Requirements:

  • Minimum 2 years+ mortgage loan underwriting experience. Reverse experience is preferable. Those who do not have reverse experience must be willing to train and learn in order to be sponsored for DE
  • Excellent communication skills; able to communicate effectively with loan officers, brokers, management and fellow teammates
  • Excellent computer skills and knowledge of MS Office products
  • Strong customer service and time management skills
  • Highly motivated and determined to succeed in a competitive, time sensitive industry

Retirement Funding Solutions has an extremely unique culture that emphasizes relationships, personal as well as professional growth, team building, sharing and promotes an intelligent, goal based agency. It is a fantastic opportunity to join a well-established, and growing group of talented individuals.

Competitive salary and full benefits available. Headquarters located in Mission Valley- San Diego.

Job Type: Full-time with full benefits.

Mortgage Loan Intake Specialist

Retirement Funding Solutions has an excellent opportunity for an experienced Loan Intake Specialist to join our team.  RFS boasts hiring the best local talent; We only hire candidates who embody our Core Values, and we equip them with the best products and systems to execute at the highest level. RFS offers an engaging, personable team environment, modern office environment, and hands on training.

Job Purpose:

To accurately evaluate and input all new retail and wholesale submission loan data into operational systems and order supplementary vendor products. For retail loan submissions, files are distributed to retail processing upon completion. For wholesale loan submissions, completed files are distributed directly to underwriting.

Responsibilities:

  • Evaluate retail and wholesale reverse mortgage loan submissions for compliance and completeness
  • Issuance of initial disclosures
  • Accurately input pertinent loan data into operational systems
  • Order supplementary vendor products, such as credit reports and flood certs
  • Utilize FHA Connection to order case numbers and log appraisals
  • Communicate file status with retail and wholesale clients
  • Work closely with processing and underwriting to establish productive and efficient work flows

Qualifications:

  • Minimum 1 yr in mortgage lending or related industry
  • Bachelor’s degree preferred, but not required
  • Excellent computer skills and knowledge of MS Office products
  • Strong customer service and time management skills a must
  • Highly motivated and determined to succeed in a competitive, time sensitive industry

RFS has an extremely unique culture that emphasizes relationships, personal as well as professional growth, team building, sharing and promotes an intelligent, goal based agency. It is a fantastic opportunity to join a well-established group, and work with a talented group of individuals.

Competitive compensation and benefits

Mortgage Loan Post Closing & Shipping Specialist

Retirement Funding Solutions has an excellent opportunity for an experienced Post Closing & Shipping Specialist to join our team.  RFS boasts hiring the best local talent; We only hire candidates who embody our Core Values, and we equip them with the best products and systems to execute at the highest level. RFS offers an engaging, personable team environment, modern office environment, and hands on training.

Job Purpose:

To accurately evaluate executed closed loan documents and complete/ship. Administrative and production responsibilities.

Responsibilities:

  • Review HUD case binder documents for completeness and compliance
  • Prepare and ship HUD case binders and investor credit files
  • Ensure timely payment of MIP
  • Clear investor and HUD post-closing conditions and requirements
  • Utilize FHA Connection to update loan data as needed prior to insuring
  • Follow-up on all trailing documents
  • Complete required checklists and worksheets

Qualifications:

  • Minimum 1 yr in mortgage lending
  • Bachelor’s degree strongly preferred, but not required
  • Excellent computer skills and knowledge of MS Office products
  • Strong time management skills a must
  • Highly motivated and determined to succeed in a competitive, time sensitive industry
  • Must be willing to learn our production operations

RFS has an extremely unique culture that emphasizes relationships, personal as well as professional growth, team building, sharing and promotes an intelligent, goal based agency. It is a fantastic opportunity to join a well-established group, and work with a talented group of individuals.

Competitive compensation and benefits

Required experience:

  • Mortgage Industry: 1 year
  • Professional/Corporate experience: 1 year

Mortgage Loan Post Closing & Shipping Specialist

Retirement Funding Solutions has an excellent opportunity for an experienced Post Closing & Shipping Specialist to join our team.  RFS boasts hiring the best local talent; We only hire candidates who embody our Core Values, and we equip them with the best products and systems to execute at the highest level. RFS offers an engaging, personable team environment, modern office environment, and hands on training.

Job Purpose:

To accurately evaluate executed closed loan documents and complete/ship. Administrative and production responsibilities.

Responsibilities:

  • Review HUD case binder documents for completeness and compliance
  • Prepare and ship HUD case binders and investor credit files
  • Ensure timely payment of MIP
  • Clear investor and HUD post-closing conditions and requirements
  • Utilize FHA Connection to update loan data as needed prior to insuring
  • Follow-up on all trailing documents
  • Complete required checklists and worksheets

Qualifications:

  • Minimum 1 yr in mortgage lending
  • Bachelor’s degree strongly preferred, but not required
  • Excellent computer skills and knowledge of MS Office products
  • Strong time management skills a must
  • Highly motivated and determined to succeed in a competitive, time sensitive industry
  • Must be willing to learn our production operations

RFS has an extremely unique culture that emphasizes relationships, personal as well as professional growth, team building, sharing and promotes an intelligent, goal based agency. It is a fantastic opportunity to join a well-established group, and work with a talented group of individuals.

Competitive compensation and benefits

Required experience:

  • Mortgage Industry: 1 year
  • Professional/Corporate experience: 1 year