Longbridge Financial, LLC (NMLS# 957935)

Marketing

• Assist with copywriting for marketing materials including emails, social media, blogs, landing pages, and other assets
• Help create and organize marketing content for campaigns and ongoing initiatives
• Support content brainstorming and ideation sessions
• Assist with basic design or video editing tasks (when applicable)
• Collaborate with the marketing team to ensure content aligns with brand voice and messaging
• Edit and proofread content for clarity, accuracy, and tone

Summer Internship, Marketing

Underwriter

• Manage a team of Underwriters that underwrite for our Wholesale HECM channel
• Provide credit decisions and recommendations for complex situations
• Leads and directs the work of their team of underwriters
• Review and develop underwriting guidelines to ensure compliance
• Hire and train new underwriters to the team
• Interacts and collaborates with other Department Managers and Account Executives
• Attend scheduled Operational and daily Round Table meetings
• Maintain a thorough understanding of state and federal laws and regulations

Wholesale Underwriting Manager

Financial Planning and Analysis

• Responsible for internal and external financial reporting and analyses.
• Act as liaison to Senior Management and Parent on SEC reporting process.
• Responsible for preparation and enhancement of internal reporting including monthly financial review package, monthly analytics relative to prior periods and forecast, including consideration of any key business drivers, and other GAAP, cash-based or ad hoc financial reporting for accounting and business management.
• Coordinate and analyze stat accounts for key business drivers.
• Responsible for preparation of assigned portions of the quarterly financial reporting package.
• Prepare supporting schedules for presentations, disclosures and audits.
• Ensure the Company maintains compliance with all financial covenants and/or requirements.
• Maintain compliance with financial reporting SOX controls and assist with ensuring Accounting and Finance SOX controls are completed timely.
• Preparation of external regulatory reporting, as assigned.
• Preparation for assigned portions of the Annual Audited Financial Statements, including documentation and review of support.
• Stay apprised of US GAAP and SEC regulations.
• Prepare the annual GAAP disclosure checklist.
• Foster and maintain an ongoing strong relationship with external and internal auditors that focuses on continuous improvement, communication, and productive engagement.
• Responsible for understanding core origination processes and partnering with related business partners.
• Special projects and ad hoc requests, as assigned.
• Other duties as assigned.

Financial Reporting Specialist

Sales

• Creating, building, and leading a new team of HELOC sales professionals to ensure production targets are met
• Developing sales strategies, analyzing data, and reporting to Senior Leadership of channel progress
• Hiring, training, and mentoring the sales team
• Process creation and management, interpreting trends to identify gaps in performance
• Ensuring channel revenue goals are met
• Using Salesforce and Tableau data to monitor KPIs
• Reporting back to Senior leadership sales forecasts, team performance, market trends
• Acting as liaison between departments to ensure alignment on strategies and messaging

Summer Internship, Marketing

Wholesale Underwriting Manager

Financial Reporting Specialist

Sales Manager – Home Equity Line of Credit, HELOC