HELOC Loan Officer

HELOC Loan Officer

Longbridge Financial has launched HELOC For Seniors® — a first-of-its-kind home equity line of credit (HELOC) designed for homeowners 62+. This isn't just another HELOC; it's a game-changer, helping to transform how seniors access the wealth in their homes on terms designed for them. Due to a very successful initial launch and overwhelmingly positive market response, we're actively recruiting and forming a team of seasoned HELOC professionals ready to take this to the next level as we continue our expansions.

If you're building your career in the HELOC space and are ready for a new, meaningful challenge, this is your opportunity to make a significant impact — with one of the nation's leading forces in senior home equity solutions.

At Longbridge, you'll have the support of a trusted national lender and servicer, along with the chance to shape growth, impact lives, and redefine what home equity means for today's older homeowners.

Bring your expertise. Expand your influence. Be part of something truly revolutionary in home equity lending.

Job Description

The primary role of the Mortgage Loan Officer (Licensed) will be to assist those customers with their online application. This will be accomplished by answering inbound calls to Longbridge Financial from customers needing assistance with their current application or with those customers wanting to apply. They will also initiate outbound calls to those customers who have stalled in progress or may have been declined. The Specialist should be prepared to make 100+ dials per day. They will also be expected to meet business-defined metrics of production. This position requires you to have a valid MLO (Mortgage Loan Originator). HELOC experience preferred.

Job Duties:

• Answer incoming calls & initiate outbound calls
• Follow up on HELOC applications with the goal of moving the customer to a funded loan
• Answer any product related questions
• Solve technical challenges for any customer
• Manage pipeline of loans
• Create interest in reverse mortgage program where the H4S cannot work
• Transfer non-qualified H4S customers to the reverse team when applicable
• Manage lead pipeline via our CRM
• Update the Sales CRM with notes on each transaction

Qualifications

• Valid MLO required
• HELOC experience preferred
• Computer skills (MS Office)
• Sales background
• Mortgage industry knowledge and the understanding of mortgage products
• Call center experience
• Previous sales experience (any industry dedicated to phone sales, phone transactions)
• Bilingual a plus
• Organized, performance driven
• Excellent communication skills, both written and verbal
• Training will be held in the Houston office, mandatory

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
• This is an hourly non exempt role
• Base salary which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program via commissions that is based on individual performance.
• 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.