Production Partner - Hybrid, in office or remote

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

The Production Partner will be responsible for performing a variety of duties to assist 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 efficiency and quality of the sales team loan pipeline. The Production Partner’s primary role is to ensure a seamless transition of quality application submission to opening.

Primary Job Duties:

• Review all incoming application packages for completeness and compile/organize compliance documents in adherence with federal and LBF guidelines
• Check package for complete documentation and ensure that all pages have been signed appropriately.
• Ensure that each package includes counseling certificate and any compliant cover letters, all required Letters of explanations. File must meet minimum standards to submit to intake.
• Completed credit card authorization form/appraisal waiver
• Case transfer letter – if applicable
• DOB and SS # Verification
• Income/asset documentation
• Updates Velocify with notes pertaining to the missing documents
• After 20 days of missing credit card/waiver/case transfer letter the PP issues a 10-day letter to the borrower
• PP is to notify the borrower that the loans is being submitted for opening and provide the processors name and phone number
• Submit to Opener with supporting documentation
• Make ongoing contact/relationship with borrowers, in conjunction with the loan officer, to gather documents and submit a complete file to opening

Qualifications

• 1 to 2 years Mortgage experience preferred
• Experience working in a call center
• Attention to communication with client and Loan Officer
• Attention to details
• Takes initiative
• Computer/phone/document preparation equipment oriented
• Proficient in MS Office Applications such as Word, Excel, PowerPoint, and the ability to learn new software
• Detail-oriented individual with good organizational ability
• Excellent verbal and written communication skills
• Problem solving, analysis and solution oriented
• Work as a team player

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.

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