Account Manager

About the role

The Account Manager works closely with third party originators (TPOs/Brokers), Account Executives and Operations in the processing of mortgage loans. Wholesale Account Manager helps ensure the highest quality of customer service to our brokers and their clients.

Essential Job Duties/Responsibilities

• Manage a pipeline of mortgage loans and ensure accuracy, completion and Service Level Agreements (SLAs) are met.
• Maintain company quality standards through loan due diligence and completion of all required steps in a timely and efficient manner.
• Communicate regularly with Account Executives and Brokers regarding the status of files and outstanding conditions needed.
• Review, send and communicate conditional approvals to Account Executives and Brokers within current turn times published.
• Meet production requirements and manage loan pipeline throughout the day to meet/exceed all deadlines set forth.
• Submit files for Final Approval/Clear-to-Close.
• Collapse loan closing with Broker.
• Coordinate and schedule loan closing with Broker.
• Other duties as assigned.

Qualifications

• Ability to work effectively in a fast-pace environment.
• Familiarity with Encompass 360 or other LOS/doc systems.
• Self-motivated with an ability to work independently and in a team environment.
• Strong organizational skills and ability to handle detailed assignments.
• Able to prioritize workload while meeting deadlines.
• Ability to communicate effectively in writing and verbally.
• Excellent customer service skills.

Education and Experience

• Bachelor's degree in a related field, and/or relevant prior experience in Wholesale Mortgage Processing for 5+ years.
• Working knowledge of Mortgage lending guidelines including an understanding of the process and procedures.
• Proficient in title analysis, income calculation, and underwriting guidelines (investor specific and Government-sponsored enterprises-GSEs).
• A full understanding of TILA RESPA Integrated Disclosure rule (TRID).

Physical Demands and Work Environment

• Regularly required to: communicate and accurately exchange information with clients at normal speaking levels;
• Remain standing for sustained periods of time;
• Use hands to finger, grasp, or feel;
• Reach by extending hand(s) and arm(s) in any direction;
• Have visual acuity to view a laptop, determine the accuracy, neatness, and thoroughness of the work assigned.

Working conditions are generally moderate and in an office environment.