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Wholesale Coordinator ( Floater ) - Houston Office

Longbridge Financial, LLC

Wholesale Coordinator (Floater) - Houston Office

At Longbridge, we love seniors and we're passionate about helping them unlock the power of one of their greatest assets—their home equity.

As a leading provider of home equity solutions for seniors, we're committed to helping older homeowners make the most of what they've worked hard to build, so they can live the retirement they imagined.

And we don't just do it well, we do it really well. With an "Excellent" rating on Trustpilot and over a thousand customer testimonials, we've earned a reputation for making it easy and stress-free to access home equity—with guidance every step of the way.

But it's not just our customers who love us—our team does, too! We've been named a Great Place to Work® three years in a row because we believe that when people enjoy what they do and where they do it, everyone wins.

Why Longbridge?

At Longbridge, we don't just offer jobs, we offer careers that grow with you. Here's why you'll love being part of our team:

  • Grow With Us – We're big believers in investing in our people. From top-notch training to clear career paths, we support your professional growth every step of the way. Plus, we love promoting from within—because when you succeed, we all do.
  • A Culture That Clicks – We work hard, but we have fun doing it! Whether it's team-building events, friendly competitions, or just an atmosphere of open communication and collaboration, we make sure work feels less like "just work."
  • Benefits That Have Your Back – We've got you covered with best-in-class health plans (medical, dental, vision, HSA, and FSA), generous PTO, paid holidays, company-paid life insurance, and a competitive 401(k) match. Because taking care of our team is just as important as taking care of our customers.

If you're looking for a place where your work truly makes a difference, we'd love to have you on board. Apply today and let's do great things together!

Job Description

The Wholesale Coordinator Floater responsibilities include supporting various teams by managing a diverse portfolio of loan files, ensuring timely and accurate processing while maintaining exceptional service levels. This position specifically requires coverage of paid time off (PTO) for Wholesale Pipeline Coordinator(s) and other Wholesale Operations positions as needed. This position also requires processing of overflow loans and other duties and/or mortgage or company related tasks as assigned by management.

Primary Job Duties:

  • Process applications for submission to underwriting
  • Work with loan officers, borrowers, underwriters, closers, AMC's and title companies
  • Works with third parties to obtain conditions
  • Scanning and uploading file documentation into LOS
  • Clear loan conditions with applicants and communicating with loan officers
  • Analyze Credit, income, tax returns and asset documents
  • File follow-up and notation in accordance with policy
  • Ensure confidentiality of client files
  • Provide coverage for Pipeline Coordinators and other Wholesale Operations positions, ensuring continuity and consistency in service.
  • Create and maintain shared documents, checklists, and folders for Coordinators to streamline communication and file updates.
  • Adapt to varying workloads and team needs, providing support wherever it is most needed.
  • Must be able to work independently and as part of a team
  • Other duties and/or mortgage or company related tasks as assigned by management
Qualifications
  • Previous mortgage processing experience required
  • Intermediate knowledge of mortgage loan documents, loan origination and underwriting guidelines
  • Ability to handle advanced tasks with minimal supervision
  • Works well under pressure
  • Ability to meet multiple and sometimes competing deadlines
  • Demonstrates at all times professional behavior with colleagues and supervisors
  • Strong time management and prioritization skills and ability to meet deadlines
  • Must be able to read, analyze, and interpret procedures, manuals, policies, and regulations
  • Demonstrates reliability and punctuality
  • Above average oral/ written communication skills, customer service, and analytical skills
  • Intermediate working knowledge of PC applications (Word, Excel, MS Outlook)
  • Works with a strong sense of urgency
  • Exhibits a positive attitude and strong collaboration skills
  • Demonstrates reliability, punctuality, and a growth-oriented mindset
  • Takes initiative in additional responsibilities and process improvements
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 a non exempt role
  • Target base salary range is 60-75K in office, 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 a monthly production bonus
  • 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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Vacancy posted 4 days ago
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