Account Manager
About The Position
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
- 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
Nice To Haves
- Bachelor’s degree in a related field is preferred, though equivalent experience will be considered.
- Non-QM Lending Experience a plus
- Bi-Lingual (English/Spanish) desired.
Responsibilities
- 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
- Serve as a point of contact for specialty products for our partners
- Provide broker training for specialty products
- Review and clear Mavent fails & alerts
- Ensure data integrity in Encompass
- Confirm accuracy of title, taxes, insurance, and lock details
- Monitor lock reports
- Stay current on company guidelines and maintain compliance
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
