Wholesale Key Account Team Lead

Longbridge Financial, LLC (NMLS# 957935)

Wholesale Key Account Team Lead overseeing Key Account operations while supporting team members and managing partner relationships at Longbridge, a home equity solutions provider for seniors.

Posted 7/22/2026full-timeRemote • Texas • 🇺🇸 United StatesSenior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in reverse mortgage processing, pipeline management, and team leadership, with a strong focus on training, support, and communication. Capable of identifying process improvements and ensuring compliance with FHA and proprietary guidelines.

Highest-signal resume keywords

Reverse Mortgage Processing ExperiencePipeline ManagementFHA Guidelines KnowledgeCoaching and MentoringProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Pipeline ManagementLoan File ManagementProcess ImprovementReporting AccuracyCondition Resolution

Soft Skills

Team CollaborationCommunicationEngagementLeadership

Tools & Technologies

Job AidsWorkflows

Industry Keywords

Reverse Mortgage GuidelinesSLA ManagementPartner Relationship ManagementEscalation Procedures

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Previous reverse mortgage processing experience required
Demonstrated experience managing pipeline workflows and loan files
Strong understanding of FHA and proprietary reverse mortgage guidelines
Prior experience providing coaching, mentoring, or informal leadership preferred
Strong pipeline management and prioritization skills
Ability to problem solve complex loan scenarios

Benefits

Comp & perks

best-in-class health plans (medical, dental, vision, HSA, and FSA)
generous PTO
paid holidays
company-paid life insurance
competitive 401(k) match