Wholesale Intake Administrator - Houston Office

Longbridge Financial

Posted 3 months ago

Full Time

Houston, Texas

In Person

Smart Summary

Responsibilities

The Wholesale Intake Administrator is responsible for preparing loans for underwriting by uploading and sorting documents and ordering necessary mortgage services. They also provide administrative support to the operations team and assist with pipeline reporting.

Qualifications

Job Description

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

Wholesale Intake Administrator will be preparing loans for submission to Underwriting and/or Processing.  You will upload and review documents and order mortgage services before assigning to our Underwriting/Processing team.

Primary Job Duties:

  • Upload and sort loan documents to imaging system in a timely manner
  • Arrange for loans to move to Underwriting/Processing
  • Order services such as Appraisals, Flood, Fraud Guard, Case Assignments, etc.
  • Assist management on pipeline reports and projects
  • Provide administrative support for the operations team
  • Performs any other related duties as assigned or as necessary.
  • Work overtime as needed
  • Attend & Participate in Meetings via Teams

Qualifications

Required Experience:

  • Must be able to work in the Houston Office M-F
  • 1+ year related experience preferred
  • Must be able to read, analyze, and interpret procedures, manuals, policies, and regulations.
  • Above average oral, written communication skills, customer service, and analytical skills.
  • Intermediate working knowledge of PC applications (Word, Excel, MS Outlook)

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 non exempt role
  • Target base salary range is 40 - 45K, 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.

Important Note: When you click on a video, certain personal information may be sent to the video provider (such as YouTube, Vimeo, etc.). To learn more about our privacy practices, please review our company Privacy Notice.

Longbridge Financial

Longbridge Financial, LLC (“LBF”) helps qualified homeowners take some of the financial stress out of retirement by gaining immediate access to the home equity they have built up over the years. Using home equity solutions can lead to a more secure retirement. Learn more in our short video: www.longbridge-financial.com/what-is-a-reverse-mortgage. Visit us online or call 855-523-4326. NMLS# 957935. For licensing info, go to: www.nmlsconsumeraccess.org. Equal Housing Opportunity Lender. Privacy Policy: www.longbridge-financial.com/privacy-policy/. LBF is a Licensed Mortgage Banker in the State of NY, but this site isn’t authorized by the NYS Dept. of Financial Services. No mortgage loan apps for properties located in NY will be accepted through this site. TX state info: www.longbridge-financial.com/licensing/texas-state-licensing-information/. For additional LBF licensing/disclosures, visit: www.longbridge-financial.com/licensing. LBF Licensing Info: AZ Mortgage Banker License #0930082; Licensed by the Dept. of Financial Protection and Innovation under the CA Residential Mortgage Lending Act; Loans made or arranged pursuant to a CA Financing Law license; GA Mortgage Lender Licensee #44082; MA Mortgage Lender License # ML957935; Licensed by the NJ Dept. of Banking & Insurance; Licensed Mortgage Banker-NYS Department of Financial Services -in-state branch address 6161 South Park Avenue Room 2, Hamburg, NY 14075; RI Licensed Lender. For CA, NE, and TX consumers: For info about our privacy practices: www.longbridge-financial.com/privacy. Not all products/options available in all states. Terms subject to change w/o notice. Certain conditions/fees apply. This is not a loan commitment. All loans subject to approval. Any info submitted through this page, including complaints or personal info, is subject to the privacy and security policies of this social media website’s operator, which policies are not under LBF’s control.
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