Account Manager
1 week ago
PRIMARY FUNCTIONS: The Account Manager has the prime responsibility for assisting in the origination and closing of mortgage loans and to support existing and new wholesale clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Manages pipeline for all assigned Account Executives (submission to funding)
- Pre-underwriting loans
- Act as liaison between sales and operations staff
- Review loan conditions and documentation received from brokers
- Follow up on funding conditions
- Answers questions from brokers and their loan officers
- Meet assigned monthly closing goals
- Any additional projects/duties as assigned by Management
DESIRED PERSONAL CHARACTERISTICS:
- Detail oriented and committed to the highest quality
- Self-Starter with positive Can-Do attitude
- Works well under pressure and relishes the responsibility that comes with the job
- Problem solving and analysis
- Communication proficiency
- An open-minded individual that embraces change and innovation
JOB REQUIREMENTS:
- Experience with state and federal compliance regulations
- Experience in the reviewing income documentation and financial statements
- Perform duties under minimal supervision
- Excellent written and verbal communication skills
- Strong time management skills
- Detail orientated, meet deadlines, and work in a fast-paced environment
- Team player
EDUCATION:
High School Diploma or equivalent
EXPERIENCE:
- 5-10 years of wholesale account management / loan processing experience in a mortgage banking company or related financial institution
PHYSICAL REQUIREMENTS:
This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations
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