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Wholesale H4S Specialist – HELOC for Senior
Location
New Jersey
Posted
3 hours ago
Salary
$65K / year
Seniority
Senior
Job Description
Wholesale H4S Specialist – HELOC for Senior
Longbridge Financial, LLC (NMLS# 957935)
• 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 • 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 • 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 • 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 • 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 • 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 • 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
Job Requirements
- 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
Benefits
- Medical
- Dental
- Vision
- FSA/HSA
- 401(k) with company match
- Paid time off
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