Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Judith Rosario
Open To Work

Judith Rosario

Ramsey,NJ

Work Preference

Job Search Status

Open to work
Desired start date: 2 weeks notice

Desired Job Title

REVERSE MORTGAGE SPECIALISTINDEPENDENT MORTGAGE LOAN OFFICERMORTGAGE LOAN OFFICER / REVERSE MORTGAGE SPECIALISTINSIDE SALES REPRESENTATIVE / ACCOUNT MANAGERLOAN SPECIALIST – REVERSE MORTGAGES

Work Type

Full Time

Location Preference

RemoteHybridOn-Site
Location: Ramsey, NJ
Open to relocation: Yes

Salary Range

70000/yr - 200000/yr

Summary

Relationship-driven financial services professional with extensive experience in sales, account management, and mortgage lending. Focused on building robust referral networks and generating leads while ensuring compliance within regulated environments. Expertise in consultative sales and client engagement drives long-term business relationships.

Overview

11
11
years of professional experience
1
1
Certification

Work History

REVERSE MORTGAGE SPECIALIST

Mutual of Omaha
Ramsey, USA
12.2025 - Current
  • Educated clients and partners on reverse mortgage solutions using consultative and compliance-focused sales strategies, ensuring informed decision-making.
  • Established long-term trust with clients through personalized financial guidance and solution-based communication, fostering client loyalty.
  • Cultivated relationships with referral partners, financial professionals, and senior-focused organizations to enhance collaboration and client referrals.
  • Manage inbound and outbound lead pipelines while maintaining high client engagement and service standards.
  • Utilize CRM systems and sales tools to track pipeline activity, follow-ups, and conversion opportunities.
  • Collaborate with internal underwriting and operations teams to ensure smooth client experience from application to closing.

INDEPENDENT MORTGAGE LOAN OFFICER

Self-Employed
03.2025 - 11.2025
  • Maintained active mortgage loan originator licensing while independently pursuing residential lending opportunities.
  • Conducted client consultations and educated prospective borrowers on mortgage solutions and loan qualification processes.
  • Developed referral relationships through networking, social media outreach, and business development efforts.
  • Developed targeted marketing strategies and created educational content to attract and nurture prospective borrowers throughout the lending process.
  • Managed lead follow-up, pipeline organization, and compliance requirements across multiple licensed states.
  • Utilized CRM and marketing strategies to support prospecting and client engagement activities.

MORTGAGE LOAN OFFICER / REVERSE MORTGAGE SPECIALIST

South River Mortgage
Ramsey, USA
07.2024 - 02.2025
  • Guided homeowners age 62+ in assessing reverse mortgage options and tailored retirement lending solutions.
  • Facilitated educational outreach and client consultations, enhancing awareness and improving lead conversion rates.
  • Delivered personalized financial guidance with strong emphasis on trust, empathy, and long-term relationship management.
  • Cultivated strong client engagement through proactive communication and consultative selling techniques.
  • Built and nurtured referral relationships with financial advisors, real estate professionals, and community organizations.

INSIDE SALES REPRESENTATIVE / ACCOUNT MANAGER

Konica Minolta Business Solutions
Ramsey, USA
07.2022 - 05.2024
  • Generated new business opportunities through outbound prospecting, relationship management, and consultative sales.
  • Exceeded sales and account growth goals by effectively managing strategic pipeline.
  • Managed business accounts and cultivated long-term client relationships, enhancing retention across assigned territories.
  • Conducted tailored presentations and solution-based consultations to address specific organizational needs.
  • Collaborated cross-functionally with operations and support teams to maximize customer satisfaction and retention.

LOAN SPECIALIST – REVERSE MORTGAGES

Nationwide Equities Corp.
Mahwah, USA
11.2020 - 06.2022
  • Educated seniors and families on reverse mortgage products, enhancing understanding of responsible home equity solutions.
  • Developed strong client trust through compassionate communication and financial education.
  • Conducted outreach initiatives and informational workshops to strengthen community engagement.
  • Managed detailed pipeline and customer follow-up processes to ensure timely communication and service delivery.

MARKETING SPECIALIST

Accredited Lock Supply
Secaucus, USA
02.2019 - 03.2020
  • Supported sales growth through targeted marketing campaigns and customer engagement strategies, enhancing outreach effectiveness.
  • Coordinated marketing materials and presentations for promotional outreach, ensuring brand consistency and clarity.
  • Assisted in building relationships with new and existing business accounts, fostering customer loyalty and retention.

TERRITORY MANAGER | INSIDE SALES

Salem Press
Hackensack, USA
10.2015 - 05.2018
  • Exceeded territory growth goals by implementing relationship-focused sales strategies that strengthened client connections.
  • Developed strategic partnerships with schools, libraries, and educational organizations to expand market reach and foster collaboration.
  • Conducted presentations, product demonstrations, and training seminars to drive adoption and retention.
  • Managed educational and institutional accounts to enhance client engagement and satisfaction across assigned territories.

Education

Bachelor of Science - Technical Management – Sales & Marketing

DeVry University
Paramus, NJ
01-2022

Associate of Science - Business Administration – Accounting

Bergen Community College
Paramus, NJ
01-2003

Skills

  • Reverse Mortgage Sales
  • Mortgage lending
  • Consultative Selling
  • Lead generation
  • Client retention
  • Account Management
  • Referral Network Development
  • Strategic partnerships
  • Business Development
  • ISO & Partner Relationship Management
  • CRM management
  • Client Consultation
  • Client Education Programs
  • Cross-Functional Collaboration

Certification

  • AL, AZ, CA, FL, GA, IL, MD, MI, MN, MO, NC, NJ, OH, PA, TN, TX, VA, SAFE Core Continuing Education Training

Timeline

REVERSE MORTGAGE SPECIALIST

Mutual of Omaha
12.2025 - Current

INDEPENDENT MORTGAGE LOAN OFFICER

Self-Employed
03.2025 - 11.2025

MORTGAGE LOAN OFFICER / REVERSE MORTGAGE SPECIALIST

South River Mortgage
07.2024 - 02.2025

INSIDE SALES REPRESENTATIVE / ACCOUNT MANAGER

Konica Minolta Business Solutions
07.2022 - 05.2024

LOAN SPECIALIST – REVERSE MORTGAGES

Nationwide Equities Corp.
11.2020 - 06.2022

MARKETING SPECIALIST

Accredited Lock Supply
02.2019 - 03.2020

TERRITORY MANAGER | INSIDE SALES

Salem Press
10.2015 - 05.2018

Bachelor of Science - Technical Management – Sales & Marketing

DeVry University

Associate of Science - Business Administration – Accounting

Bergen Community College

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Judith Rosario