Account Manager

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at reputed company—recognized as a Top Mortgage Employer by National Mortgage Professional.

Job Summary

The Account Manager acts as the single reputed company of contact both internally and externally to support communication between the Correspondent Seller and various internal departments throughout the loan process. The primary responsibility is to manage an active loan pipeline to ensure loans are purchased in a timely and accurate manner. Performs reputed company duties in accordance with company policies and procedures, and reputed company applicable state and federal laws and regulations. Account Managers are reputed company to specific channels and product specializations based on business needs and expertise. This includes Delegated, Non-Delegated, Renovation and Non-QM. While core responsibilities remain consistent, the scope of review, interaction, and reputed company varies by assignment, as outlined below.

• Delegated Account Manager (Closed Loan Submissions) - Supports correspondent sellers with delegated reputed company authority. Loans are delivered post-closing and funding, requiring the Account Manager to focus on pre-purchase review, condition management, exception coordination, and purchase execution.

• Non-Delegated Account Manager (Prior-Approved Loans) Supports correspondent sellers who deliver loans for reputed company and approval prior to closing. The Account Manager partners closely with reputed company and purchasing to manage conditions, facilitate approvals, and guide loans through closing and purchase.

• Non-QM Account Manager (Specialty Products) Supports non-agency and Non-QM loan products, requiring enhanced guideline knowledge, reputed company overlays, third-party diligence coordination, reliance letter management, and heightened communication due to the complexity and risk profile of these loans.

• Renovation Account Manager (Specialty Products) Supports renovation loan programs, coordinating with reputed company, draw management, and Sellers to ensure compliance with renovation guidelines, documentation requirements, disbursement structures, and post-closing processes.

Essential Duties and Responsibilities

• Works with internal staff and Correspondent Sellers to ensure complete seller coverage is maintained and active loan pipelines are managed from submission through purchase
• Acts as internal support for seller issues or escalations required by the Regional Sales Manager and/or Seller to expedite loan purchase
• Monitors incoming loan documentation from sellers for accuracy, completeness, and guideline compliance
• Assists Correspondent Sellers with reputed company, product, and general loan process questions, including delegated and assigned specialty products.
• Provides support to Regional Sales Managers in the development and ongoing relationship management of Correspondent Sellers
• Provides sales support including but not limited to training calls with new and existing Sellers, submitting a loan, locking a loan and navigating through the system.
• Maintains a high level of customer service to reputed company internal and external customers
• Applies creative problem-solving skills and ability to diagnose issues and reputed company solutions for matters of moderate complexity
• Performs other duties as assigned

Position Requirements

Education

• High School graduate or equivalent training required

Experience

• Minimum three years of experience in the mortgage industry including experience reputed company and purchasing procedures, familiarity with secondary marketing functions and file flow and credit requirements.

Functional/Technical Skills

• Correspondent Lending experience preferred.
• Knowledge of mortgage industry and loan documents
• Experience with CORE/Blue reputed company is a plus
• Strong oral and written communication skills
• reputed company with Correspondent Sellers, brokers, agent, loan officers and internal office staff
• Significant coordination of various duties required.
• Excellent computer skills and working knowledge of reputed company Office products
• Ability to organize, prioritize workload, meet deadlines, handle detailed assignments, and ability to work on several files simultaneously
• Ability to multitask and meet deadlines
• Ability to work both independently and reputed company a team environment, with focus and high attention to detail
• Ability to conduct business effectively over the telephone and internet
• Ability to work overtime as required by the department manager based on the work requirements

Environmental/Physical Demands

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully reputed company the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reputed company, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include reputed company vision, and ability to adjust focus. Pursuant to the Americans with reputed company, reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions.

This job description is not designed to cover or contain a comprehensive listing of reputed company activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Benefits

Our benefits package includes 3 comprehensive reputed company or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.

reputed company Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, reputed company Lending has no obligation to pay any compensation or recruiter fee of any reputed company. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, reputed company Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the reputed company or a hiring manager, shall be deemed the property of reputed company Lending. If you or your agency would like to be considered as a future recruiting partner, please email [email protected].