Operations Account Representative

About the role

As the Operations Account Representative, you will be responsible for the operational management of client relationships, providing quality service by maintaining client accounts (pipeline management), including managing aged loans, leading regular client calls, and following up on escalations as needed.

• Manage a pipeline of up to 50 clients.
• Communicate with clients on a regular basis, maintaining specific communication SLAs.
• Review documentation, clearing or creating conditions as needed.
• Conduct all withdraw/cancellation requests.
• Run daily reporting, managing aged loans, etc.
• Move a seller's pipeline forward towards funding.
• Participate in client calls to identify remediation solutions and provide feedback and solutions on internal and external trends to drive operational efficiency.
• Manage active loan pipelines ensuring they are reviewed within established metrics.

Requirements

• 3+ years of related experience in Mortgage Industry, Correspondent Lending or similar field.
• High school diploma required.
• Intermediate to advanced knowledge of residential mortgage industry in Correspondent or Retail Lending; including sales, operations, capital markets and/or other residential mortgage products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate proficiency in Microsoft Office Products.
• Intermediate speaking and writing communication skills.

Benefits

• Competitive salaries.
• Ownership stake in the company.
• Medical and dental insurance.
• Paid time off.
• 401k matching program.
• Tuition assistance program.
• Employee volunteer program.
• Wellness program.
• Opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances.

About the company

AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage.