Longbridge Financial, LLC (NMLS# 957935)

Account Manager

• Provide day-to-day guidance, training, and support to Key Account Processors and Coordinators
• Serve as the first point of contact for team questions, file scenarios, and process guidance
• Assist with onboarding and training of new hires
• Reinforce expectations around pipeline ownership, SLAs, and reporting accuracy
• Monitor team pipelines to ensure timely follow-up, condition resolution, and loan progression
• Assist team members with daily pipeline management and PTO coverage
• Identify bottlenecks, aged loans, and at-risk files and take proactive action
• Support accurate pipeline tracking and reporting
• Review complex or escalated files and provide guidance or recommended solutions
• Escalate high-risk files, conditions, or exceptions to the Supervisor as needed
• Submit or assist with exception requests in accordance with company guidelines
• Help resolve underwriting and partner-related challenges before escalation to leadership
• Participate in partner calls as needed to support service levels and communication
• Assist in managing relationships with key partners through timely updates and issue resolution
• Ensure partner expectations are being met or escalated appropriately
• Identify process gaps and recommend improvements to leadership
• Assist in developing or refining job aids, tools, and workflows
• Support implementation of process updates across the team
• Support team collaboration, engagement, and communication
• Participate in team-building initiatives and morale efforts

Wholesale Key Account Team Lead

Sales

• Support a designated pod of 1–4 Loan Officers within the Inside Sales Division.
• Assist borrowers throughout the application process by providing administrative support and guidance related to document collection and application completion.
• Coordinate and schedule borrower appointments as directed by Loan Officers.
• Guide borrowers through the e-signature process and assist with completion of required documents.
• Communicate with borrowers to obtain outstanding application items and supporting documentation.
• Track application progress and maintain consistent borrower follow-up to ensure timely completion.
• Monitor application milestones and update loan status information within Salesforce.
• Create and manage tasks within Salesforce to support pipeline progression and borrower follow-up efforts.
• Review application packages for completeness and identify missing signatures, documents, or required information.
• Partner closely with Loan Officers to proactively identify and resolve administrative obstacles impacting loan progress.
• Maintain compliance with all company policies, consumer privacy requirements, RESPA guidelines, and applicable mortgage regulations.

Sales Coordinator

Customer Support

• Assist in processing applications for submission to underwriting
• Work with loan officers, borrowers, underwriters, closers, AMC’s, and title companies
• Uploading file documentation into LOS
• Other duties and/or mortgage or company related tasks as assigned by management
• Ensure confidentiality of client files
• Work well under pressure, meet multiple and sometimes competing deadlines and demonstrate professional behavior with colleagues and supervisors
• Work independently and as part of a team

Wholesale Processing Support Specialist

Customer Retention Specialist

• File structuring and retention to maintain pipeline retention for loans
• Review complex loan scenarios and provide guidance
• Conduct second-level reviews of loans prior to decisions
• Partner with Sales and Operations teams for loan structuring challenges

Wholesale Production Retention Specialist

Underwriter

• Accurately evaluate and underwrite HECM and/or Proprietary reverse mortgage loan files submitted by retail and wholesale production channels, in accordance with company policy and FHA HECM and Platinum program guidelines.
• Supervise a team of underwriters and monitor team performance for the review and decisioning of Reverse Mortgage loans
• Conduct second level reviews
• Assist as needed to resolve escalation questions
• Assist in hiring and training underwriters
• Collaborate with underwriters, processors, sales, and external brokers to assist with structuring Reverse transactions
• Review underwriting decisions and conditions, and may underwrite loans as needed
• Have a thorough knowledge of HECM and/or Proprietary Reverse underwriting guidelines and constantly staying on top of any changes
• Work closely with Underwriting Management to implement plans, improve consistency, efficiency, and shorten turn times.

Underwriting Team Lead

Digital Marketing

• Manage agency partnerships and oversee website rebuild
• Lead paid media strategy and optimize campaigns
• Bring AI, AEO, and GEO capabilities in-house
• Onboard and mentor junior team members
• Manage relationships with lead vendors and ensure consistent supply of qualified leads

Director of Digital Marketing

Compliance

• research compliance with all mortgage banking laws, rules, regulations, and prescribed policies/procedures
• assess how regulatory changes might affect the company
• provide recommendations about necessary policy and procedural changes
• oversee monthly regulatory compliance weaknesses and work with management
• contribute to the compliance training program
• monitor federal and state regulatory sources for new rules
• draft compliance alerts and maintain a regulatory change log
• summarize complex regulatory changes for operations and leadership
• prepare reports and meeting materials for compliance reviews
• assist in implementation of compliance policies and procedures
• respond to compliance-related inquiries from other departments