Longbridge Financial, LLC (NMLS# 957935)

Risk

• Overseeing vendor onboarding and offboarding activities
• Ensuring compliance with regulatory standards
• Supporting the organization’s overall risk management framework
• Coordinating audits and monitoring vendor renewals
• Collaborating with internal stakeholders to mitigate risks
• Maintaining accurate records of vendor assessments, contracts, and certifications

Vendor Risk Coordinator

Sales

• Responsible for creating, building, and leading a new team of HELOC sales professionals
• Develop sales strategies, analyze data, and report to Senior Leadership
• Hire, train, and mentor the sales team

Sales Manager

Financial Planning and Analysis

• Act as liaison to Senior Management and Parent (Ellington) 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

• act as liaison to Senior Management and Parent (Ellington) 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
• prepare 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 Lead

Paralegal

• Serving as the initial marketing compliance contact point for the Marketing and Sales departments, including collecting applicable information for marketing requests and communicating initial legal requirements.
• Support for marketing compliance responsibilities of in house counsel, including marketing collateral reviews and audits.
• Assist in creating, editing, revising, proofreading and redlining documents (including legal contracts, agreements, letters, and other legal correspondence)
• Researching and analyzing law sources such as statutes, regulations, judicial decisions, and legal articles related to the mortgage industry (including RESPA, TILA, ECOA, FCRA, Fair Housing Act, Dodd Frank, UDAAP, GLBA, HMDA, as well as FHA/HUD and GNMA guidelines)

Outside Sales

• Communicate and assist Team Loan Officers (LO)
• Correspondence with borrowers
• Assisting with Proposals/Applications as needed and keeping the LO informed
• Track Application
• Collect trailing documentation
• Submission to Operations
• Assist Ops as needed in order to ensure a high level of customer service
• Business Development
• Facilitating the incorporation of various referral partners to increase sales
• Arrange and coordinate local meetings and events
• Facilitate in maintaining databases of clients and/or referral partners via SalesForce
• Assisting Sales Leader(s) in various aspects
• Support Sales Leader (s) in various aspects as necessary
• Answer and Respond to phone calls, communicate messages and information to the Leader
• Attend/Assist in LO Business Planning
• Prioritize items as necessary
• Arrange and coordinate meetings and events

Vendor Risk Coordinator

Sales Manager

Financial Reporting Specialist

Financial Reporting Lead

Paralegal

Sales Coordinator – National Field Sales