Note: The job is a remote job and is open to candidates in USA. Longbridge Financial, LLC is a leading provider of home equity solutions for seniors, dedicated to helping older homeowners maximize their home equity. The Retail Inside Sales Team Lead is responsible for leading and developing a team of Reverse Mortgage Loan Officers, driving sales performance and ensuring compliance while fostering a culture of accountability and continuous improvement.
Responsibilities
- Drive team performance through consistent coaching, accountability, and sales leadership
- Lead sales discussions, brainstorming sessions, and best-practice sharing to improve individual and team performance
- Promote a results-oriented culture focused on achieving and exceeding sales objectives
- Monitor and improve lead conversion rates throughout the sales process
- Coach Loan Officers on effective borrower engagement, referral development, relationship-building, and consultative sales techniques
- Provide leadership support for unique borrower situations, escalations, and compliance-sensitive transactions when needed
- Conduct ongoing call reviews and coaching sessions to identify strengths, opportunities, and areas for improvement
- Deliver daily and weekly coaching designed to improve sales effectiveness, conversion rates, and customer experience
- Provide individualized development plans for Loan Officers at varying stages of performance
- Facilitate best-practice sharing across the team to promote continuous learning and collaboration
- Partner with the Training Department to support onboarding efforts and reinforce role-specific knowledge and application of training concepts for new hires
- Monitor individual and team performance metrics on an ongoing basis
- Utilize data and performance trends to diagnose performance gaps and implement corrective action plans
- Conduct performance discussions, coaching conversations, and documentation as necessary
- Manage watchlists, performance improvement plans (PIPs), and disciplinary coaching processes in accordance with company policies
- Support recruiting, interviewing, and selection efforts to maintain appropriate staffing levels
- Ensure adherence to all federal, state, investor, company, licensing, and regulatory requirements applicable to reverse mortgage lending
- Promote a culture of compliance and ethical sales practices
- Monitor quality assurance results and implement coaching strategies to address identified deficiencies
- Ensure Loan Officers properly follow established workflows, CRM requirements, call cadence expectations, lead management standards, and documentation procedures
- Maintain knowledge of industry regulations, compliance updates, and company policies
- Assist in the investigation and resolution of escalated borrower complaints, executive escalations, regulatory inquiries, and CFPB-related concerns
- May assume direct communication responsibilities with borrowers when appropriate to support complaint resolution or compliance obligations
- Partner closely with Processing, Operations, Underwriting, Closing, and other internal departments to facilitate efficient loan progression
- Assist with pipeline oversight and milestone management to identify and remove obstacles affecting production
- Resolve borrower, operational, and process-related escalations impacting customer experience or loan progress
- Serve as a liaison between Sales and Operations to improve communication, efficiency, and borrower outcomes
- Support company initiatives focused on workflow optimization and customer service excellence
- Prepare and publish daily, weekly, and monthly performance reporting to team
- Analyze sales conversions, funnel metrics, contact rates, pull-through rates, and funding performance
- Utilize data to identify trends, diagnose performance opportunities, and implement action plans
- Leverage business intelligence tools and CRM reporting to support decision-making and performance management
Skills
- Active NMLS license and eligibility to maintain licensing requirements
- Minimum of two (2) years of mortgage sales experience
- Minimum of two (2) years of reverse mortgage origination experience
- Previous experience leading, coaching, or managing mortgage sales professionals
- Demonstrated ability to drive sales production and performance improvement
- Strong understanding of reverse mortgage products, sales processes, regulatory requirements, and consumer-direct sales environments
- Experience conducting coaching sessions, call reviews, and performance management activities
- Proven ability to manage multiple priorities in a fast-paced environment
- Strong analytical, communication, and decision-making skills
- Previous experience as a Reverse Mortgage Team Lead, Sales Manager, or other mortgage sales leadership role
- Experience managing teams of 10–12 or more sales professionals
- Bachelor's degree from an accredited college or university
- Experience within a national consumer-direct mortgage lending environment
Benefits
- Best-in-class health plans (medical, dental, vision, HSA, and FSA)
- Generous PTO
- Paid holidays
- Company-paid life insurance
- A competitive 401(k) match
- Wide array of voluntary products and discounts
- Paid time off
Company Overview