Wholesale H4S Specialist – HELOC for Senior

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🔥 12 hours ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $65k / year

⏰ Full Time

🟠 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

• Manage and maintain the H4S pipeline across assigned wholesale partners • Monitor pipeline performance and identify opportunities to increase funding volume • Re-engage stalled or inactive loan opportunities and drive them toward successful funding • Serve as a primary point of contact for partners on H4S-related scenarios and pipeline updates • Provide a high level of customer service and responsiveness to external partners and internal stakeholders • Support partners with loan structuring, product positioning, and process guidance • Assist in driving adoption of HELOC for Seniors across existing and new accounts • Help partners identify opportunities to utilize H4S with their client base • Support Account Executives by providing product expertise, deal support, and sales guidance • Track and document all H4S loan activity across internal systems and partner pipelines • Ensure alignment between partners, operations, and internal sales teams throughout the lifecycle of the loan • Identify process gaps and work with internal teams to improve efficiency and overall partner experience • Provide product and process training to partners as needed • Support the development of educational materials and sales tools for H4S • Help partners understand borrower eligibility, loan structure, and application process • Work closely with Wholesale Sales Leadership to support growth initiatives • Help expand H4S adoption across key partner accounts • Provide feedback from partners to inform product enhancements and operational improvements • Maintain a strong working knowledge of HELOC products, guidelines, and underwriting considerations • Stay current on industry developments, compliance standards, and market trends impacting HELOC lending

🎯 Requirements

• Experience in HELOC, home equity, or mortgage lending (wholesale preferred) • Strong background in sales support and partner management • Experience in loan pipeline management and operations • Strong customer service and partner-facing experience • Highly organized with the ability to manage multiple partner pipelines simultaneously • Strong communication skills with the ability to simplify complex lending concepts • Ability to collaborate across sales, operations, and product teams

🏖️ Benefits

• Medical • Dental • Vision • FSA/HSA • 401(k) with company match • Paid time off