Mortgage Project Specialist - 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 Mortgage Project Specialist plays a key role in supporting the Wholesale team’s distribution growth by identifying, developing and implementing product and project initiatives that contribute to new and existing product and platform development. Individuals must exhibit strong analytical skills within their assessments, strong organizational/time management skills, and exceptional communication skills when interacting with all levels of employees within the company. Experience in reverse mortgage and senior lending space is preferred.

This role ensures team members have the knowledge, resources, and product to effectively provide high-quality product solutions to both LBF employees and our partners. This position is also responsible for managing and maintaining operational, technical and sales related policies and efficiencies within the Wholesale department by working closely with other departments.

The Mortgage Project Specialist aims to create and enhance the suite of product and project initiatives with clear guidance, structured development, and effective management.  Another main objective is to build product efficiencies and best practices which will improve and scale wholesale production.

Primary Job Duties:

• Identify, develop and deliver product and platform development initiatives that contribute to Wholesale’s distribution and growth.
• Support and collaborate cross-functional Wholesale initiatives and projects involving sales, marketing, capital markets, training, operations, underwriting and IT.
• Represent and lead Wholesale project and product initiatives both internally and externally, when required.
• Create and implement product, operational and technical efficiencies and policies to help improve overall loan submission pull through and performance.
• Monitor, update, and maintain tools, resources, and documentation for the Wholesale team, including materials housed on the Partner Portal and other related internal sites.
• Assist the SVP of WS & TPA and Wholesale managers with special projects, operational initiatives, and process-improvement efforts as needed.

Qualifications

• Minimum of 5 years of experience in general project management and product development
• Certified Product Manager (CPM) a plus
• Salesforce Certified Administrator (SCA) preferred
• Preference having a working history with traditional mortgage loan origination systems such as Encompass (ICE), Calyx Point and BytePro
• Proficiency with ReverseVision, QuantumReverse, Comergence, Figure, and ICE platforms, with the ability to quickly adapt to new software tools.
• Exceptional attention to detail and strong organizational skills.
• Ability to perform effectively in a fast-paced, high-demand work environment.
• Excellent written and verbal communication skills.
• Strong customer service orientation paired with solid analytical capabilities.
• Intermediate proficiency in core PC applications, including Word, Excel, and Outlook.
• Demonstrated problem-solving abilities with a focus on analysis and creative, solution-driven outcomes.

Additional Information

• Working in a growing and dynamic industry
• Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
• 401(k) with company match
• Paid time off
• This is an Exempt tole
• Target base salary range is 80 - 110K which is based on various factors including skills and work experience.
• In addition to base salary, this role is eligible for an annual bonus.
• LBF is an EEO/AA/Vet/Disabled Employer
• Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites, set the estimated salary, not Longbridge Financial.

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