Mortgage Junior Account Manager
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. The Mortgage Junior Account Manager supports the mortgage sales and servicing team by managing client accounts, processing loan documentation, and ensuring a smooth loan origination process. This role is ideal for a motivated, detail-oriented individual looking to build a career in mortgage lending or financial services.
Requirements
- 1–2 years of experience in mortgage, banking, or financial services (internship or entry-level experience acceptable).
- Familiarity with loan origination system, Encompass.
- Strong attention to detail and organizational skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple tasks in a fast-paced environment.
- Customer-focused mindset with a professional demeanor.
Nice To Haves
- Basic understanding of mortgage products, lending processes, and regulatory guidelines (e.g., RESPA, TILA, HMDA) a plus.
Responsibilities
- Assist in managing a portfolio of mortgage clients from initial application through loan closing.
- Support Senior Account Managers and Loan Officers in gathering required client documentation (income verification, credit reports, property appraisals, etc.).
- Review mortgage applications for accuracy and completeness.
- Communicate with clients, lenders, underwriters, and real estate agents to ensure timely processing.
- Track loan progress and update internal systems with accurate client and loan information.
- Provide excellent customer service by promptly responding to client inquiries and maintaining positive relationships.
- Assist in preparing loan files for underwriting and closing.
- Monitor compliance with regulatory requirements and company policies.
- Participate in team meetings and contribute to process improvements.
Benefits
- Competitive compensation and performance-based bonuses.
- Collaborative and entrepreneurial culture.
- Opportunities for career advancement and innovation.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
