Account Manager

About the role

At Acra Lending, our employees enjoy an opportunity to work with great people. We celebrate several events throughout the year accompanied by raffles and giveaways for employees nationwide. We are especially proud to give back to our community and truly enjoy one another's company. We are looking for candidates to join our team who are passionate about their vocation. They are committed to making a contribution and are looking to gain experience in order to grow in their career.

Essential Duties And Responsibilities

• Manage Wholesale loans for Account Executives from submission through funding
• Afford timely responses to questions and excellent customer service to AEs/Brokers
• Review broker-submitted documentation before submitting to Underwriting and Closing Dept.
• Perform Account Manager Welcome Call on files flagged by Loan Set Up
• Follow up on all PTD and PTF conditions; updates should be noted in Byte Pro
• Maintain an accurate Account Manager Production Forecast
• Deliver Weekly Production Forecast to Management
• Complete tasks assigned as outlined by Acra Policy/Timeline
• Maintain minimum pipeline of 55-65 active loans
• Must be able to communicate efficiently by making phone calls to customers
• Meet or exceed the monthly minimum closed loan production requirements
• Perform other duties as assigned

Qualifications

• Must be a team player and work constructively with ALL departments
• Ability to understand the requirements of Acra programs/guidelines
• Knowledgeable in the complex borrower types, including but not limited to LLCs/Trusts
• Proficient in the review of income documentation, financial statements (i.e., P&Ls), assets, etc.
• Perform duties under minimal supervision and follow the Acra escalation processes when needed
• Possess strong time management skills to plan and organize a high daily loan volume
• Must be very detail oriented, be able to meet deadlines, and work in a fast-paced environment
• Proficient in Microsoft Office applications (i.e., Outlook, Word, Excel)
• Experience with mortgage industry software and online apps

Benefits

• Medical, dental, vision, wellness programs
• EAP counseling services, FSA & HSA
• Company sponsored life insurance for employee, voluntary life insurance for employee, spouse and child
• AD&D Insurance, voluntary short-term and long-term disability, critical illness insurance, accident insurance
• Legal assistance, pet insurance, living will and trust preparation discounts
• Commuter program, annual walking challenge, employee appreciation events and monthly sales awards