HELOC Loan Officer

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Longbridge Financial, LLC (NMLS# 957935)

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🏠 Real Estate

💰 $259k Seed Round on 2013-12

Finance • Real Estate

Longbridge Financial, LLC is a top-ranked reverse mortgage company dedicated to helping older adults explore home equity options through reverse mortgages. With a variety of products like the Home Equity Conversion Mortgage (HECM) and Longbridge Platinum, they offer personalized financial solutions for seniors. Longbridge Financial takes pride in offering exceptional customer service, ensuring satisfaction through guidance and tailored mortgage options. The company is committed to transparency and fostering a strong relationship with its clients, providing valuable insights and support to manage finances during retirement.

📋 Description

• Assist customers with their online application via inbound calls • Initiate outbound calls to customers who have stalled or been declined • Make 100+ dials per day • Meet business-defined metrics of production • Follow up on HELOC applications with the goal of moving to a funded loan • Answer product-related questions • Solve technical challenges for customers • Manage pipeline of loans • Create interest in reverse mortgage program where H4S cannot work • Transfer non-qualified H4S customers to the reverse team when applicable • Manage lead pipeline via CRM

🎯 Requirements

• Valid MLO required • HELOC experience preferred • Computer skills (MS Office) • Sales background • Mortgage industry knowledge and the understanding of mortgage products • Call center experience • Previous sales experience (any industry dedicated to phone sales, phone transactions) • Bilingual a plus • Organized, performance driven • Excellent communication skills, both written and verbal

🏖️ Benefits

• Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts • 401(k) with company match • Paid time off