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

Loan Sales Support - In Office / Houston

945 Bunker Hill Rd, Houston, TX 77024, USA

Full-time

Onsite

Entry Level

$43K/yr - $45K/yr

1+ years exp

Longbridge Financial is a leading provider of home equity solutions for seniors, dedicated to helping older homeowners unlock the value of their home equity. The Loan Sales Support role involves assisting the Retail Inside Sales Team to increase efficiency and quality in the loan pipeline, ensuring a seamless application process.

ConsumerFinanceFinancial Services

Responsibilities

Prepare and review all incoming application packages for completeness and compile/organize compliance documents in adherence with federal and LBF guidelines

Check on outstanding applications in Velocify to ensure they are returned on time either with a notary service or direct from the borrowers

Set up e-sign applications and printed applications for sales team and deliver to borrower via email or overnight (for printed apps). Ensure complete application before submitting to the Intake department

Check the package for complete documentation and ensure that all pages have been signed appropriately

Ensure that each package includes counseling certificate and any compliant cover letters and required Letters of Explanation. File must meet minimum standards to submit to Intake

Production Partner tracks the application from signing date until it’s received in the branch. Communicates with notaries as necessary to ensure prompt delivery

Completed credit card authorization form/appraisal waiver

Case transfer letter – if applicable

Check daily mail

Make ongoing contact/relationship with borrowers, in conjunction with the loan officer, to gather documents and submit a complete file to opening

Any other job responsibilities requested by management

Qualification

Mortgage experienceVerbal communicationWritten communicationProblem solvingTeam player

Required

1 to 2 years mortgage experience preferred

Excellent verbal and written communication skills

Problem solving, analysis and solution oriented

Work as a team player

Must have reliable transportation to work in the office Monday - Friday

Benefits

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

Generous PTO

Paid holidays

Company-paid life insurance

Competitive 401(k) match

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