Wholesale Support Administrator - Remote

Summary

Longbridge Financial, LLC is a leading provider of home equity solutions for seniors, dedicated to helping older homeowners make the most of their home equity. The Wholesale Support Administrator will perform a range of administrative and operational functions to support the Wholesale Sales Team, focusing on enhancing efficiency and streamlining the partner approval process.

Responsibilities

• Coordinate with the Approvals Department to facilitate the onboarding and approval of new partners
• Review incoming partner application packages in Comergence for completeness and ensure compliance documentation is properly organized and maintained in accordance with Longbridge Financial policies and procedures
• Enter and maintain the partner’s application data in internal systems with a high degree of accuracy
• Prepare annual partner renewal applications in internal systems and submit them for Renewal Review Committee evaluation
• Perform administrative functions within internal systems, including partner setup, user account maintenance, service contract administration, and related system updates
• Maintain and update partner distribution lists to support timely communication and outreach
• Build and maintain positive relationships with partners by assisting with document collection, application requirements, system access, and troubleshooting across multiple platforms
• Support the ongoing maintenance and optimization of the internal systems, ensuring data integrity and accuracy
• Maintain tracking reports, logs, and performance metrics as required
• Assist Partner Support Specialists with loan registration in the LOS system, and the review of new loan submission documentation
• Provide support to the Wholesale Sales Team in activities related to partner relationship management and overall partner experience
• Create, manage, and distribute partner communications in collaboration with Marketing
• Update partner-facing forms, guides, and marketing materials as needed, and coordinate with Marketing to ensure the Partner Portal reflects current information and resources
• Assist with special projects, operational initiatives, and other duties as assigned by management

Skills

• 1–2 years of sales or mortgage industry experience preferred
• Strong organizational, time-management, and prioritization skills with the ability to manage multiple tasks simultaneously
• Excellent verbal and written communication skills, with a commitment to delivering exceptional customer service
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint
• Experience working with CRM platforms, loan origination systems, and other mortgage-related technologies
• Ability to work independently in a fast-paced environment while collaborating effectively with cross-functional teams
• Demonstrated attention to detail and commitment to maintaining accuracy in all aspects of work

Qualifications

Must Haves

• 1–2 years of sales or mortgage industry experience preferred
• Strong organizational, time-management, and prioritization skills with the ability to manage multiple tasks simultaneously
• Excellent verbal and written communication skills, with a commitment to delivering exceptional customer service
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint
• Experience working with CRM platforms, loan origination systems, and other mortgage-related technologies
• Ability to work independently in a fast-paced environment while collaborating effectively with cross-functional teams
• Demonstrated attention to detail and commitment to maintaining accuracy in all aspects of work

Benefits

• Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
• 401(k) with company match
• Paid time off