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Longbridge Financial, LLC (NMLS# 957935) · 1 month ago

Senior Partner Support Specialist

United States

Full-time

Remote

Mid, Senior Level

$60K/yr - $60K/yr

5+ years exp

Longbridge Financial is a leading provider of home equity solutions for seniors, dedicated to helping older homeowners maximize their home equity. The Senior Partner Support Specialist will support the Wholesale Sales Channel by serving as a primary resource for wholesale partners, providing guidance, training, and ensuring efficient loan processing.

ConsumerFinanceFinancial Services

Responsibilities

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

Qualification

Reverse Mortgage expertiseReverseVision proficiencyQuantumReverse proficiencyMS Office proficiencySalesforce familiarityAnalytical skillsCustomer service focusCommunication skillsOrganizational skillsTeam collaboration

Required

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

Strong interpersonal communication, especially through email and phone

Customer service-driven approach

Analytical and solution-focused mindset

Team collaboration

Adaptability and flexibility

Preferred

5-10 years Reverse Mortgage experience, preferably in both partner support and processing highly preferred

Benefits

Best-in-class health plans (medical, dental, vision, HSA, and FSA)

Generous PTO

Paid holidays

Company-paid life insurance

Competitive 401(k) match

Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts

Company

Longbridge Financial, LLC (NMLS# 957935)

Longbridge Financial, LLC helps qualified homeowners take some of the financial stress out of retirement by gaining immediate access to the home equity they have built up over the years.

Founded in 2012

Mahwah, New Jersey, USA

201-500 employees