Wholesale Key Account Team Lead

Job not on LinkedIn

🔥 12 hours ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $70k - $80k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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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

• Provide day-to-day guidance, training, and support to Key Account Processors and Coordinators • Serve as the first point of contact for team questions, file scenarios, and process guidance • Assist with onboarding and training of new hires • Reinforce expectations around pipeline ownership, SLAs, and reporting accuracy • Monitor team pipelines to ensure timely follow-up, condition resolution, and loan progression • Assist team members with daily pipeline management and PTO coverage • Identify bottlenecks, aged loans, and at-risk files and take proactive action • Support accurate pipeline tracking and reporting • Review complex or escalated files and provide guidance or recommended solutions • Escalate high-risk files, conditions, or exceptions to the Supervisor as needed • Submit or assist with exception requests in accordance with company guidelines • Help resolve underwriting and partner-related challenges before escalation to leadership • Participate in partner calls as needed to support service levels and communication • Assist in managing relationships with key partners through timely updates and issue resolution • Ensure partner expectations are being met or escalated appropriately • Identify process gaps and recommend improvements to leadership • Assist in developing or refining job aids, tools, and workflows • Support implementation of process updates across the team • Support team collaboration, engagement, and communication • Participate in team-building initiatives and morale efforts

🎯 Requirements

• Previous reverse mortgage processing experience required • Demonstrated experience managing pipeline workflows and loan files • Strong understanding of FHA and proprietary reverse mortgage guidelines • Prior experience providing coaching, mentoring, or informal leadership preferred • Strong pipeline management and prioritization skills • Ability to problem solve complex loan scenarios

🏖️ Benefits

• best-in-class health plans (medical, dental, vision, HSA, and FSA) • generous PTO • paid holidays • company-paid life insurance • competitive 401(k) match