Full-Time HELOC Specialist
Longbridge Financial is hiring a remote Full-Time HELOC Specialist. The career level for this job opening is Entry Level and is accepting Houston, TX based applicants remotely. Read complete job description before applying.
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Longbridge Financial
Job Title
HELOC Specialist
Posted
Career Level
Full-Time
Career Level
Entry Level
Locations Accepted
Houston, TX
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Job Details
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
Requirements:
- 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
FAQs
What is the last date for applying to the job?
The deadline to apply for Full-Time HELOC Specialist at Longbridge Financial is
13th of November 2025
. We consider jobs older than one month to have expired.
Which countries are accepted for this remote job?
This job accepts [
Houston, TX
] applicants. .
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