Senior Partner Support Specialist
Longbridge Financial, LLC (NMLS# 957935)
full-time
Posted on:
Location Type: Remote
Location: Remote • New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 per year
Job Level
Senior
About the role
- Conduct New Partner Welcome Calls, providing a clear overview of loan submission, the sale process, and how to effectively work with Longbridge
- Serve as a primary partner support resource- answer scenario questions, address file-specific issues, assist with conditions, and guide partners on the use of ReverseVision and QuantumReverse (including loan input)
- Deliver frequent training to partners via email, phone, and Teams screensharing on topics such as: Using QuantumReverse Structuring loans Submitting complete, compliant files
- Provide support and guidance to other members of the Partner Support Specialist (PSS) team
- Act as a backup to the Partner Support Manager when needed
- Track and maintain up-to-date knowledge of all loans in the pipeline for assigned partners
- Ensure loans move through the process efficiently and within established SLAs
- Provide direct support to assigned Longbridge Account Executive(s)
- Serve as a backup for Partner Support Administrator when necessary
- Perform administrative and maintenance tasks in ReverseVision and QuantumReverse to ensure complete and accurate partner setup
- Maintain ongoing proactive communication and relationship-building with partners in collaboration with the Wholesale Sales Team
- Perform any additional duties as assigned by management
Requirements
- 5-10 years Reverse Mortgage experience, preferably in both partner support and processing highly preferred
- Strong self-motivation with the ability to work independently
- Proactive problem-solving abilities with strong analytical skills
- Proficiency in MS Office (Word, Excel, PowerPoint) and ability to learn new software
- Comprehensive proficiency with ReverseVision and QuantumReverse
- Familiarity with Comergence and Salesforce
- Expert-level understanding of reverse mortgage products, guidelines, and processes
- Excellent communication skills, both verbal and written
- High attention to detail with strong organizational skills
- Comfortable speaking with partners on the phone and through virtual meetings
- Ability to work effectively as part of a team
Benefits
- best-in-class health plans (medical, dental, vision, HSA, and FSA)
- generous PTO
- paid holidays
- company-paid life insurance
- competitive 401(k) match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Reverse Mortgage experienceanalytical skillsproficiency in MS OfficeReverseVisionQuantumReverseComergenceSalesforceproblem-solvingorganizational skillscommunication skills
Soft skills
self-motivationindependenceproactiveattention to detailteamworkrelationship-building