Wholesale Pipeline Resolution Specialist - Remote

Longbridge Financial•Paramus, NJ

16h•$90,000 - $100,000•Remote

About The Position

The Wholesale Pipeline Resolution Specialist uses reverse mortgage processing and underwriting expertise to help structure loans, retain active pipeline files, resolve complex scenarios, and move loans toward closing. The role collaborates with Sales, Operations, and Underwriting, provides guidance and training to Loan Officers and Sales Coordinators, and documents reviews and decisions in the Loan Origination System (LOS). The ideal candidate has a reverse-processing background, a DE, and 2–3 years of underwriting experience.

Requirements

Reverse mortgage background in Processing and/or Underwriting.
2–3 years of underwriting experience.
Strong communication skills.
Ability to work with various departments to help loans reach closing.
A DE (Direct Endorsement) designation is identified as part of the ideal candidate profile.

Nice To Haves

Former Reverse Processor background.
DE designation and 2–3 years of underwriting experience.

Responsibilities

Perform upfront file structuring and maintain pipeline retention so loans are positioned for successful processing and closing.
Track active loan files, identify and resolve structuring or process-related issues, and collaborate with Sales and Operations to improve pull-through and funded-loan performance.
Review complex loan scenarios and provide guidance on LESA and TISA exceptions, Financial Assessments, Trusts, Residual Income calculations, Powers of Attorney, property types, purchase transactions, self-employment income, credit, Condo/Single Unit Approval (SUA), and proprietary products.
Review credit reports for accuracy and completeness.
Assess financial documentation, including Financial Assessment and residual-income requirements.
Structure loan files and purchase transactions to comply with company guidelines.
Submit underwriting escalations, exception requests, and rush-review requests to facilitate timely decisions and pipeline progression.
Evaluate condo/SUA files for adherence to relevant policies.
Conduct a comprehensive second-level review of loans before adverse-action decisions to identify potential solutions and retention opportunities.
Partner with Sales, Operations, and Underwriting to resolve loan-structuring challenges and support successful loan outcomes.
Host regular open office hours for Loan Officers and Sales Coordinators to provide guidance, answer questions, and assist with loan-scenario reviews.
Develop and deliver targeted training on underwriting, product, and operational topics based on identified business needs.
Serve as a subject matter expert and liaison between Sales and Operations, promoting consistent processes and effective communication.
Track, document, and maintain detailed records of loan reviews, recommendations, and decisions in the Loan Origination System (LOS).