Longbridge Financial is an innovative company committed to responsibly helping seniors use home equity to achieve a better financial future.
The company partners with leading organizations in the financial services industry and is experiencing continued growth, creating opportunities for professional development and advancement.
Longbridge Financial is seeking an experienced, sales- and process-oriented professional to join its Third-Party Origination (Wholesale) channel as an H4S Specialist.
This individual will be responsible for the development, management, and monetization of the HELOC for Seniors (H4S) loan pipeline across Brokers, Principal Agents, and Closed Loan Sellers (CLS).
This role is highly focused on HELOC sales execution, operational oversight, and partner support, while helping build strong and lasting partner relationships.
This role is highly focused on HELOC sales execution, operational oversight, and partner support, while helping build strong and lasting partner relationships.
Key Responsibilities:
Pipeline Management & Revenue Optimization
- 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
Partner Engagement & Customer Service
- 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
Sales & Production Support
- 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
Operational & Process Management
- 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
Training & Education
- 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
Channel Growth & Strategy
- 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
Compliance & Product Knowledge
- 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
Ideal Candidate Profile
- 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
- Working in a growing and dynamic industry
- Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
- 401(k) with company match
- Paid time off
- Target base salary range is 65K which is based on various factors including skills and work experience. Additionally, this role is commission based.
- LBF is an EEO/AA/Vet/Disabled Employer
- Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites, set the estimated salary, not Longbridge Financial.
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Skills Required
- Experience in HELOC, home equity, or mortgage lending
- Wholesale lending experience
- Background in sales support and partner management
- Experience in loan pipeline management and operations
- Strong customer service and partner-facing experience
- Highly organized; ability to manage multiple partner pipelines
- Strong written and verbal communication skills; simplify complex lending concepts
- Ability to collaborate across sales, operations, and product teams
- Working knowledge of HELOC products, guidelines, and underwriting considerations
What We Do
REVERSE MORTGAGE A Reverse Mortgage can unlock the equity in your home for a more secure retirement. Longbridge Financial. LLC helps qualifying homeowners take some of the financial stress out of retirement by gaining immediate access to the home equity they have built up over the years. We do this through a Reverse Mortgage – more accurately now called a Home Equity Conversion Mortgage (HECM). The result is a retirement with more income, and no mortgage payments. Let us help you get more out of your home and retirement. Watch our short video at: www.longbridge-financial.com/what-is-a-reverse-mortgage-2 Visit us online at www.longbridge-financial.com. Or call 1-855-523-4326. NMLS# 957935 NMLS consumer access - http://nmlsconsumeraccess.org Longbridge Financial is a proud Equal Housing Opportunity Lender. Privacy Policy: https://longbridge-financial.com/privacy-policy/ Longbridge is a Licensed Mortgage Banker in the State of New York, but this site is not authorized by the New York State Department of Financial Services. No mortgage loan applications for properties located in the State of New York will be accepted through this site. Any information submitted through this page, including complaints or personal information, is subject to the privacy and security policies of the operator of this social media website, which policies are not under Longbridge Financial, LLC’s control. In sending any content through this page, you assume all risks and responsibilities related to the security, privacy, and confidentiality thereof. This page may contain links to other third-party websites. When you click on these links you will leave this page and will be redirected to another site. These links are provided as a convenience and do not imply endorsement or approval by Longbridge Financial, LLC of any of these sites. Longbridge Financial, LLC does not control these sites and is not responsible for the content provided therein.
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