The Senior Partner Support Specialist plays a key role in supporting the Wholesale Sales Channel by serving as a primary resource for our wholesale partners and their assigned Account Executives. This position is responsible for providing guidance on loan scenarios, system functionality, and file flow, as well as maintaining oversight of partner pipelines to ensure loans progress efficiently and within established SLAs. The Specialist also supports partner onboarding, delivers training, assists with issue resolution, and performs administrative functions within ReverseVision and QuantumReverse. This role helps drive a smooth and productive experience for partners while supporting the broader goals of the Wholesale Sales Team.
Essential Functions/Specific Duties:
- Conduct New Partner Welcome Calls, providing a clear overview of loan submission, the sale process, and how to effectively work with Longbridge.
- Serve as a primary partner support resource- answer scenario questions, address file-specific issues, assist with conditions, and guide partners on the use of ReverseVision and QuantumReverse (including loan input).
- Deliver frequent training to partners via email, phone, and Teams screensharing on topics such as:
- Using QuantumReverse
- Structuring loans
- Submitting complete, compliant files
- Provide support and guidance to other members of the Partner Support Specialist (PSS) team
- Act as a backup to the Partner Support Manager when needed.
- Track and maintain up-to-date knowledge of all loans in the pipeline for assigned partners.
- Ensure loans move through the process efficiently and within established SLAs.
- Provide direct support to assigned Longbridge Account Executive(s).
- Serve as a backup for Partner Support Administrator when necessary.
- Perform administrative and maintenance tasks in ReverseVision and QuantumReverse to ensure complete and accurate partner setup.
- Maintain ongoing proactive communication and relationship-building with partners in collaboration with the Wholesale Sales Team.
- Perform any additional duties as assigned by management.
- 5-10 years Reverse Mortgage experience, preferably in both partner support and processing highly preferred.
Qualifications
Skills:
- Strong self-motivation with the ability to work independently.
- Proactive problem-solving abilities with strong analytical skills.
- Proficiency in MS Office (Word, Excel, PowerPoint) and ability to learn new software.
- Comprehensive proficiency with ReverseVision and QuantumReverse.
- Familiarity with Comergence and Salesforce.
- Expert-level understanding of reverse mortgage products, guidelines, and processes.
- Excellent communication skills, both verbal and written.
- High attention to detail with strong organizational skills.
- Comfortable speaking with partners on the phone and through virtual meetings.
- Ability to work effectively as part of a team.
Competencies:
- Strong interpersonal communication, especially through email and phone
- Customer service-driven approach
- Analytical and solution-focused mindset
- Team collaboration
- Adaptability and flexibility
Conditions of Work:
- Overtime may be required
- Travel may be required on an infrequent basis
- Position requires working at a computer for long periods of time
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 a non exempt role
- Target base salary range is $60,000/year, which is based on various factors including skills and work experience.
- In addition to base salary, this role is eligible for a competitive additional compensation program via monthly production bonus that is based on individual performance.
- 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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About the Company
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!
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