Wholesale Production Partner - Irvine, CA area

Longbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement. Our mission is to be consistently fair, transparent, and professional at all times with our employees, customers, and partners.

Recognized as an Industry Changemaker, Longbridge CEO Chris Mayer looks at the industry differently and values employees at all levels who drive our company forward.  In fact, we are now a top 2 reverse mortgage lender.

Why work with us?

At Longbridge Financial, “We do the right thing” is more than a mantra, it’s our guarantee.  We want to attract the best and brightest—that’s why we’re committed to giving our employees the support they need and the respect they deserve. We offer competitive compensation packages and benefits, as well as a strong marketing and operations foundation. Join us for a rewarding career with remarkable growth potential.  Ready to be a changemaker and be a part of a team to help propel Longbridge to number one?

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

Primary Job Duties:

• Review all incoming application packages for completeness and compile/organize compliance documents in adherence with federal and LBF guidelines as well as verify all info within LOS. ( Loan Organization System )
• Check all submitted documentation and ensure that all pages have been signed and filled out appropriately
• Ensure that each package includes a counselling certificate and any compliant cover letters, all required letters of explanations. File must meet minimum standards to submit to intake
• Complete credit card authorization form/appraisal waiver – if applicable
• Receive/send case transfer letters – if applicable
• Verification and upload of all data/documents in LOS system and imaging system   
• Review Income/asset documentation and check LOS for accuracy
• Updates all LOS systems with notes pertaining to the missing documents and communicates with all applicable parties
• After 20 days of missing credit card/waiver/case transfer letter the Production Partner issues a 10-day letter to the borrower
• Constantly communicate with borrower and or partner
• Submit complete files to Intake
• Make ongoing contact/relationship with Partner and or borrower, in conjunction with the loan officer, to gather documents and submit a complete file to opening
• This position requires you to complete phone calls to borrowers, partners, loan officers,  vendors and or any other applicable parties to the loan transaction.

Required Experience:

• 1 to 2 years mortgage experience preferred
• Attention to communication with all applicable parties including but not limited to Sales, Operations, Management and Vendors
• Computer/phone/document preparation equipment oriented – Must make frequent phone calls.  Excellent verbal and written communication skills
• Proficient in MS Office Applications such as Word, Excel, PowerPoint, and the ability to learn new software
• Detail-oriented individual with good organizational ability, not afraid of taking initiative
• Problem solving, analysis and solution oriented
• Work as a team player

• Looking for candidates in the Irvine, CA area to support local client
• 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
• 43K – 55K, plus monthly bonus