Account Manager Assistant
2 weeks ago
The Junior Account Manager will serve as the primary point of contact between internal and external customers, as well as the underwriting team. This role is responsible for ensuring a seamless experience for customers while allowing underwriters to focus on loan reviews and daily workflow.
Key Responsibilities- Collaborate with Senior Account Managers to send follow-up communications on outstanding conditions and update Salesforce accordingly.
- Assist in converting and sorting conditions within 24 hours of submission.
- Follow up on loans stuck in the setup process and update all parties and Salesforce.
- Track the lock expiration report and alert Senior Account Managers of deals within 72 hours of expiration.
- Assist in working the active pipeline as needed.
- Participate in training opportunities to enhance growth and efficiency within the Client Services department.
- Collaborate with sales, underwriting, closing, and funding departments regarding loan submissions and timelines.
- Ensure adherence to Angel Oak policies and procedures.
- Establish and maintain professional relationships with management, company associates, and external parties.
- Motivate self and team members to achieve goals.
- Oversee team operations and implement new procedures effectively.
- Coach teammates in areas needing improvement and provide one-on-one training.
- Communicate effectively with company associates and external parties to provide information on loan status, retrieve documents, and explain company policies and procedures.
- Manage multiple priorities in a fast-paced environment to meet company efficiency and productivity standards.
Angel Oak Mortgage Solutions is an equal employment opportunity employer and welcomes applications from diverse candidates.
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