Job Description

The primary role of the HELOC (Home Equity Line of Credit ) specialist will be to assist those customers with their online application. This will be accomplished by answering inbound calls to Longbridge Financial from customers needing assistance with their current application or with those customers wanting to apply. They will also initiate outbound calls to those customers who have stalled in progress or may have been declined. The Specialist should be prepared to make 100+ dials per day. They will also be expected to meet business-defined metrics of production. This position requires you to have a valid MLO.

Job Duties:

• Answer incoming calls & initiate outbound calls
• 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

Qualifications

• Valid MLO
• 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)
• Bilingual a plus
• Organized, performance driven
• Excellent communication skills, both written and verbal
• Training will be held in the Houston office, mandatory

Additional Information

• Full benefits
• 401(k) with company match
• Paid time off
• Working in a growing and dynamic industry
• LBF is an EEO/AA/Vet/Disabled Employe
• 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.
• Important Note: When you click on a video, certain personal information may be sent to the video provider (such as YouTube, Vimeo, etc.). To learn more about our privacy practices, please review our company Privacy Notice.