Longbridge Financial, LLC (NMLS# 957935)

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

Paralegal

Sales Coordinator – National Field Sales