Company Description
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!
Job Description
Please note, this position must work West Coast hours
The Loan Sales Support role will be responsible for performing a variety of duties to assist partners and loan officers with developing complete loan application files and ensuring all submissions meet quality expectations. The overall goal and intent of this position is to increase the efficiency and quality of the sales team loan pipeline. The primary function of this role is to ensure a seamless transition of quality application submissions to Operations.
Primary Job Duties:
- Review all incoming application packages for completeness and compile/organize compliance documents in adherence with federal and LBF guidelines as well as verify all info within LOS. ( Loan Organization System )
- Check all submitted documentation and ensure that all pages have been signed and filled out appropriately
- Ensure that each package includes a counselling certificate and any compliant cover letters, all required letters of explanations. File must meet minimum standards to submit to intake
- Complete credit card authorization form/appraisal waiver – if applicable
- Receive/send case transfer letters – if applicable
- Verification and upload of all data/documents in LOS system and imaging system
- Review Income/asset documentation and check LOS for accuracy
- Updates all LOS systems with notes pertaining to the missing documents and communicates with all applicable parties
- After 20 days of missing credit card/waiver/case transfer letter the Production Partner issues a 10-day letter to the borrower
- Constantly communicate with borrower and or partner
- Submit complete files to Intake
- Make ongoing contact/relationship with Partner and or borrower, in conjunction with the loan officer, to gather documents and submit a complete file to opening
- This position requires you to complete phone calls to borrowers, partners, loan officers, vendors and or any other applicable parties to the loan transaction.
Qualifications
Required Experience:
- 1 to 2 years mortgage experience preferred
- Please note, this position must work West Coast Hours
- Attention to communication with all applicable parties including but not limited to Sales, Operations, Management and Vendors
- Computer/phone/document preparation equipment oriented – Must make frequent phone calls. Excellent verbal and written communication skills
- Proficient in MS Office Applications such as Word, Excel, PowerPoint, and the ability to learn new software
- Detail-oriented individual with good organizational ability, not afraid of taking initiative
- Problem solving, analysis and solution oriented
- Work as a team player
Additional Information
- Looking for candidates in the Irvine, CA area to support local client
- Full benefits
- 401(k) with company match
- Paid time off
- Working in a growing and dynamic industry
- LBF is an EEO/AA/Vet/Disabled Employer
- 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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