Wholesale H4S Specialist (HELOC for Senior

Wholesale H4S Specialist (HELOC for Senior Longbridge Financial - 3.0 Paramus, NJ Job Details Full-time $65,000 a year 2 hours ago Benefits Health savings account Health insurance Dental insurance Flexible spending account Paid time off Career development plan 401(k) matching Opportunities for advancement Qualifications Customer communication Full Job Description Company Description 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. Job Description 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 Qualifications 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 Additional Information 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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