Mortgage Account Manager

Cake Mortgage Corp.•Los Angeles, CA

just now•Onsite

About The Position

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments. We are actively seeking a talented & motivated Account Manager who specializes in Retail, QM, Non-QM and DSCR products. As an Account Manager, you will be responsible for reviewing and requesting documents from brokers and third-party vendors in a timely matter. Must possess excellent customer service skills, establish a professional relationship and good rapport with all parties related to the loan transaction and impeccable follow up skills to take each file from pre-approval to closing.

Requirements

High school diploma or GED
3+ years of retail or wholesale loan processing experience
2+ years’ experience working with LOS, Encompass
Excellent verbal and written communication skills
Proficiency with Microsoft Office automated underwriting systems
Ability to multitask and prioritize time management
Continuous focus on customer experience
Thorough and deep understanding about the terminology as well as rules and regulations regarding the mortgage industry.
Basic computer skills and ability to maintain complete confidentiality.

Responsibilities

Work with the broker and our internal underwriting team to fulfill all the conditions.
Obtain all the paperwork and forms required for the loan.
Order Insurance, Appraisals, Loan Payoffs, Flood and Tax Certificates, Credit Supplements, Transcripts, SSA Verifications, Title Documentations and thoroughly review all documents before submitting to underwriter.
Check if all the information provided by the candidate, is accurate and adequate.
Review loan related documents for accuracy within a time frame established by management.
Communicate documentation requirements, status and potential issues to all parties related to the loan transaction.
Coordinate loan closings with Closing Agent.
Perform other duties as assigned.