Wholesale H4S Specialist (HELOC for Senior

Longbridge Financial•Paramus, NJ

8d•$65,000

About The Position

Longbridge Financial is seeking an experienced, sales- and process-oriented professional to join its Third-Party Origination (Wholesale) channel as an H4S Specialist. This individual will be responsible for the development, management, and monetization of the HELOC for Seniors (H4S) loan pipeline across Brokers, Principal Agents, and Closed Loan Sellers (CLS). This role is highly focused on HELOC sales execution, operational oversight, and partner support, while helping build strong and lasting partner relationships.

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

Responsibilities

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