Wholesale Mortgage Account Manager

Key Responsibilities

• The primary duty for an Account Manager is to work with the broker and our internal underwriting team to fulfill all the conditions.
• Is responsible for obtaining all the paperwork and forms required for the loan.
• Order Insurance, Appraisals, Loan Payoffs, Flood and Tax Certificates, Credit Supplements, Transcripts, SSA Verifications, Title Documentations and thoroughly review all documents before submitting to underwriter.
• Will check if all the information provided by the candidate, is accurate and adequate.
• Necessitates a thorough and deep understanding about the terminology as well as rules and regulations regarding the mortgage industry.
• Review loan related documents for accuracy within a time frame established by management.
• Should possess basic computer skills and be able to maintain complete confidentiality.
• Communicate documentation requirements, status and potential issues to all parties related to the loan transaction.
• Cook loan closings with Closing Agent.
• Perform other duties as assigned.

Requirements

• A high school diploma or GED.
• 3+ years of retail or wholesale loan processing experience.
• 2+ years’ experience working with LOS, Encompass.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office automated underwriting systems.
• Ability to multitask and prioritize time management.

Qualifications

• Continuous focus on customer experience.

Benefits

• Competitive compensation and performance-based bonuses.
• Collaborative and entrepreneurial culture.
• Opportunities for career advancement and innovation.

Pay

Base of $84,000.00/year + monthly bonus structure.