HELOC Loan Officer

Longbridge Financial•Houston, TX

4d•Onsite

About The Position

Longbridge Financial has launched HELOC For Seniors® — a first-of-its-kind home equity line of credit (HELOC) designed for homeowners 62+. This isn’t just another HELOC; it’s a game-changer, helping to transform how seniors access the wealth in their homes on terms designed for them. Due to a very successful initial launch and overwhelmingly positive market response, we’re actively recruiting and forming a team of seasoned HELOC professionals ready to take this to the next level as we continue our expansions. If you’re building your career in the HELOC space and are ready for a new, meaningful challenge, this is your opportunity to make a significant impact — with one of the nation’s leading forces in senior home equity solutions. At Longbridge, you’ll have the support of a trusted national lender and servicer, along with the chance to shape growth, impact lives, and redefine what home equity means for today’s older homeowners. Bring your expertise. Expand your influence. Be part of something truly revolutionary in home equity lending.

Requirements

Valid MLO required
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)
Organized, performance driven
Excellent communication skills, both written and verbal

Nice To Haves

HELOC experience preferred
Bilingual a plus

Responsibilities

Assist customers with their online application by answering inbound calls.
Answer calls from customers needing assistance with their current application or wanting to apply.
Initiate outbound calls to customers who have stalled in progress or may have been declined.
Make 100+ dials per day.
Meet business-defined metrics of production.
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.