Wholesale H4S Specialist (HELOC for Senior

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{
  "id": "744000132498389",
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  "name": " Wholesale H4S Specialist (HELOC for Senior ",
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          "text": "<p>This role is highly focused on HELOC sales execution, operational oversight, and partner support, while helping build strong and lasting partner relationships.<br>\n<br>\nKey Responsibilities:<br>\n<br>\nPipeline Management &amp; Revenue Optimization<br>\n- Manage and maintain the H4S pipeline across assigned wholesale partners<br>\n- Monitor pipeline performance and identify opportunities to increase funding volume<br>\n- Re-engage stalled or inactive loan opportunities and drive them toward successful funding<br>\n<br>\nPartner Engagement &amp; Customer Service<br>\n- Serve as a primary point of contact for partners on H4S-related scenarios and pipeline updates<br>\n- Provide a high level of customer service and responsiveness to external partners and internal stakeholders<br>\n- Support partners with loan structuring, product positioning, and process guidance<br>\n<br>\nSales &amp; Production Support<br>\n- Assist in driving adoption of HELOC for Seniors across existing and new accounts<br>\n- Help partners identify opportunities to utilize H4S with their client base<br>\n- Support Account Executives by providing product expertise, deal support, and sales guidance<br>\n<br>\nOperational &amp; Process Management<br>\n- Track and document all H4S loan activity across internal systems and partner pipelines<br>\n- Ensure alignment between partners, operations, and internal sales teams throughout the &#xa0;&#xa0;&#xa0;&#xa0;lifecycle of the loan<br>\n- Identify process gaps and work with internal teams to improve efficiency and overall partner experience<br>\n<br>\nTraining &amp; Education<br>\n- Provide product and process training to partners as needed<br>\n- Support the development of educational materials and sales tools for H4S<br>\n- Help partners understand borrower eligibility, loan structure, and application process<br>\n<br>\nChannel Growth &amp; Strategy<br>\n- Work closely with Wholesale Sales Leadership to support growth initiatives<br>\n- Help expand H4S adoption across key partner accounts<br>\n- Provide feedback from partners to inform product enhancements and operational improvements<br>\n<br>\nCompliance &amp; Product Knowledge<br>\n- Maintain a strong working knowledge of HELOC products, guidelines, and underwriting considerations<br>\n- Stay current on industry developments, compliance standards, and market trends impacting HELOC lending<br>\n<br>\n&#xa0;</p>",
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          "text": "<p>Ideal Candidate Profile<br>\n- Experience in HELOC, home equity, or mortgage lending (wholesale preferred)<br>\n- Strong background in sales support and partner management<br>\n- Experience in loan pipeline management and operations<br>\n- Strong customer service and partner-facing experience<br>\n- Highly organized with the ability to manage multiple partner pipelines simultaneously<br>\n- Strong communication skills with the ability to simplify complex lending concepts<br>\n- Ability to collaborate across sales, operations, and product teams<br>\n&#xa0;</p>",
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          "text": "<p>Longbridge Financial is an innovative company committed to responsibly helping seniors use home equity to achieve a better financial future.<br>\n<br>\nThe company partners with leading organizations in the financial services industry and is experiencing continued growth, creating opportunities for professional development and advancement.<br>\n<br>\nLongbridge Financial is seeking an experienced, sales- and process-oriented professional to join its Third-Party Origination (Wholesale) channel as an H4S Specialist.<br>\n<br>\nThis 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).<br>\n<br>\nThis role is highly focused on HELOC sales execution, operational oversight, and partner support, while helping build strong and lasting partner relationships.<br>\n<br>\n&#xa0;</p>",
          "title": "Company Description"
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          "text": "<ul><li>Working in a growing and dynamic industry</li><li>Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts</li><li>401(k) with company match</li><li>Paid time off</li><li>Target base salary range is 65K&#xa0;which is based on various factors including skills and work experience. Additionally, this role is commission based.&#xa0;</li><li>LBF is an EEO/AA/Vet/Disabled Employer</li><li>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.</li></ul><p>Important Note: When you click on a video, certain personal information may be sent to the video provider (such as YouTube, Vimeo, etc.). To learn more about our privacy practices, please review our company Privacy Notice.</p><p>&#xa0;</p>",
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