
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.
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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.
• Licensed Reverse Mortgage Loan Officers at LBF are assured company-provided qualified leads with no self-sourcing for business or cold calling required. • Communicates professionally and clearly to clients when explaining reverse mortgages. • Calls on prospective clients and introduces them to LBF, the reverse mortgage, and qualifies for counseling session and application. • Collects pertinent information from client and originates Reverse Mortgage. • Performs and sends all paperwork necessary and provides excellent customer service and follow up. • Partners with internal operations to consistently produce clean files. • Explains to clients over the phone on how to complete applications, ensuring all paperwork and signatures needed to process the reverse mortgage are collected timely and accurately. • Maintains timely and accurate records of all customer activity within our CRM Velocify. • Uses a computer proficiently. • Maintains licensing requirements.
• Ambition, motivation and drive • Excellent written & verbal skills • Excellent customer service & listening skills • Time management & recordkeeping skills • Ability to learn and retain information • Ability to maintain NMLS license • Must have a positive attitude and patience
• best-in-class health plans (medical, dental, vision, HSA, and FSA) • generous PTO • paid holidays • company-paid life insurance • competitive 401(k) match
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