Wholesale H4S Specialist (HELOC for Senior

This role is highly focused on HELOC sales execution, operational oversight, and partner support, while helping build strong and lasting partner relationships.

Key Responsibilities:

Pipeline Management & Revenue Optimization
- Manage and maintain the H4S pipeline across assigned wholesale partners
- Monitor pipeline performance and identify opportunities to increase funding volume
- Re-engage stalled or inactive loan opportunities and drive them toward successful funding

Partner Engagement & Customer Service
- Serve as a primary point of contact for partners on H4S-related scenarios and pipeline updates
- Provide a high level of customer service and responsiveness to external partners and internal stakeholders
- Support partners with loan structuring, product positioning, and process guidance

Sales & Production Support
- Assist in driving adoption of HELOC for Seniors across existing and new accounts
- Help partners identify opportunities to utilize H4S with their client base
- Support Account Executives by providing product expertise, deal support, and sales guidance

Operational & Process Management
- Track and document all H4S loan activity across internal systems and partner pipelines
- Ensure alignment between partners, operations, and internal sales teams throughout the     lifecycle of the loan
- Identify process gaps and work with internal teams to improve efficiency and overall partner experience

Training & Education
- Provide product and process training to partners as needed
- Support the development of educational materials and sales tools for H4S
- Help partners understand borrower eligibility, loan structure, and application process

Channel Growth & Strategy
- Work closely with Wholesale Sales Leadership to support growth initiatives
- Help expand H4S adoption across key partner accounts
- Provide feedback from partners to inform product enhancements and operational improvements

Compliance & Product Knowledge
- Maintain a strong working knowledge of HELOC products, guidelines, and underwriting considerations
- Stay current on industry developments, compliance standards, and market trends impacting HELOC lending

 

Ideal Candidate Profile
- Experience in HELOC, home equity, or mortgage lending (wholesale preferred)
- Strong background in sales support and partner management
- Experience in loan pipeline management and operations
- Strong customer service and partner-facing experience
- Highly organized with the ability to manage multiple partner pipelines simultaneously
- Strong communication skills with the ability to simplify complex lending concepts
- Ability to collaborate across sales, operations, and product teams
 

• Working in a growing and dynamic industry
• Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
• 401(k) with company match
• Paid time off
• Target base salary range is 65K which is based on various factors including skills and work experience. Additionally, this role is commission based. 
• LBF is an EEO/AA/Vet/Disabled Employer
• Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites, set the estimated salary, not Longbridge Financial.

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