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Account Manager

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience level1 to 2 years
Education levelBachelor's Degree

Description

Description: **Position Overview:** Ensure prompt and efficient service to assigned Mortgage Brokers. Manage assigned loan pipeline to ensure timely action, moving loans through the pipeline efficiently. Review appropriate conditions/documentation to guarantee that all underwriting requirements/conditions are satisfied prior to clear\-to close. **Key Responsibilities:** *P – Producer (Execution \& Results)* * Manage pipelines for assigned Mortgage Brokers and ensure service standards are met * Communicate status updates to brokers, including welcome calls and condition reviews * Review loan documentation before Underwriting submission * Complete Doc Prep checklist at CTC and move file into docs * Evaluate file for ICD readiness * Monitor aged loans for delivery or cancellation * Point of contact for specialty products for our partners * Broker training for specialty products *A – Administrator (Process \& Accuracy)* * Review and clear Mavent fails \& alerts * Ensure data integrity in Encompass * Confirm accuracy of title, taxes, insurance, and lock details * Monitoring lock reports * Stay current on company guidelines and maintain compliance *I – Integrator (Communication \& Coordination)* * Serve as a point of contact for Brokers and internal teams * Own the success of the file from submission to closing * Maintain clear, consistent communication between brokers, underwriters, and funders Requirements: * Strong verbal and written communication skills * Ability to provide outstanding customer service in fast paced environment * Strong Encompass knowledge * Thorough knowledge of TRID, ECOA and other regulatory requirements. * Planning and organizational skills necessary to coordinate workload around multiple assignments * Bachelor’s degree in a related field is preferred, though equivalent experience will be considered. * Minimum of 3 years of experience in Mortgage industry * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). * In\-depth understanding of mortgage compliance regulations, including TRID. * Professional, polished verbal and written communication skills. * Ability to work collaboratively and maintain positive relationships with internal teams and external partners. * Highly dependable, with the ability to meet deadlines and maintain consistent office hours. * Exceptional attention to detail, ensuring accuracy in documentation and compliance with regulatory standards. * Customer\-focused, with a commitment to delivering exceptional service to all stakeholders in the loan process. * 2\-5 years of experience in mortgage loan processing or underwriting * 2\-5 years of experience working in a production residential lending environment * Non\-QM Lending Experience a plus * As needed travel to meet business needs. * English preferred, Bi\-Lingual (English/Spanish) desired.

Posted by

Juan García

Indeed · HR

Location

Juan García

Indeed · HR

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