HELOC (Home Equity Line of Credit) Specialist - In Office or Remote

At Longbridge, we love seniors and we're passionate about helping them unlock the power of one of their greatest assets—their home equity.

As a leading provider of home equity solutions for seniors, we're committed to helping older homeowners make the most of what they've worked hard to build, so they can live the retirement they imagined.

And we don't just do it well, we do it really well. With an "Excellent" rating on Trustpilot and over a thousand customer testimonials, we've earned a reputation for making it easy and stress-free to access home equity—with guidance every step of the way.

But it's not just our customers who love us—our team does, too We've been named a Great Place to Work three years in a row because we believe that when people enjoy what they do and where they do it, everyone wins.

Why Longbridge?

At Longbridge, we don't just offer jobs, we offer careers that grow with you. Here's why you'll love being part of our team:

• Grow With Us – We're big believers in investing in our people. From top-notch training to clear career paths, we support your professional growth every step of the way. Plus, we love promoting from within—because when you succeed, we all do.
• A Culture That Clicks – We work hard, but we have fun doing it Whether it's team-building events, friendly competitions, or just an atmosphere of open communication and collaboration, we make sure work feels less like "just work."
• Benefits That Have Your Back – We've got you covered with best-in-class health plans (medical, dental, vision, HSA, and FSA), generous PTO, paid holidays, company-paid life insurance, and a competitive 401(k) match. Because taking care of our team is just as important as taking care of our customers.

If you're looking for a place where your work truly makes a difference, we'd love to have you on board. Apply today and let's do great things together

The primary role of the HELOC (Home Equity Line of Credit) specialist will be to assist those customers with their online application.  This will be accomplished by answering inbound calls to Longbridge Financial from customers needing assistance with their current application or with those customers wanting to apply.  They will also initiate outbound calls to those customers who have stalled in progress or may have been declined.  The Specialist should be prepared to make 100+ dials per day.  They will also be expected to meet business-defined metrics of production. This position requires you to have a valid MLO.

 Job Duties:

• Answer incoming calls & initiate outbound calls
• Follow up on HELOC applications with the goal of moving the customer to a funded loan
• Answer any product related questions
• Solve technical challenges for any customer
• Manage pipeline of loans
• Create interest in reverse mortgage program where the H4S cannot work
• Transfer non-qualified H4S customers to the reverse team when applicable
• Manage lead pipeline via our CRM
• Update the Sales CRM with notes on each transaction

• Valid MLO
• Computer skills (MS Office)
• Sales background
• Mortgage industry knowledge and the understanding of mortgage products
• Call center experience
• Previous sales experience (any industry dedicated to phone sales, phone transactions)
• Bilingual a plus
• Organized, performance driven
• Excellent communication skills, both written and verbal
• Training will be held in the Houston office, mandatory

• Full benefits
• 401(k) with company match
• Paid time off
• Working in a growing and dynamic industry
• LBF is an EEO/AA/Vet/Disabled Employe
• Please note that salaries that are estimated on various job sites may not reflect the actual compensations. Job sites, set the estimated salary, not Longbridge Financial.

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