Operations Account Representative
About The Position
As the Operations Account Representative, you will be responsible for the operational management of client relationships, providing quality service by maintaining client accounts (pipeline management); including managing aged loans, leading regular client calls, and following up on escalations as needed. You'll be responsible for managing active loan pipelines ensuring they are reviewed within established metrics. You'll also participate in client calls to identify remediation solutions and provide feedback and solutions on internal and external trends to drive operational efficiency. Manage a pipeline of up to 50 clients. Communicate with clients on a regular basis, maintaining specific communication SLA's. Review documentation, clearing or creating conditions as needed. Conduct all withdraw/cancellation requests. Run daily reporting, managing aged loans, etc. Move a seller's pipeline forward towards funding.
Requirements
- 4+ years of related experience in Mortgage Industry, Correspondent Lending or similar field
- High school diploma required
- Intermediate to advanced knowledge of residential mortgage industry in Correspondent or Retail Lending; including sales, operations, capital markets and/or other residential mortgage products and services
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
- Intermediate proficiency in Microsoft Office Products
- Intermediate speaking and writing communication skills
Responsibilities
- operational management of client relationships
- maintaining client accounts (pipeline management)
- managing aged loans
- leading regular client calls
- following up on escalations as needed
- managing active loan pipelines ensuring they are reviewed within established metrics
- participate in client calls to identify remediation solutions
- provide feedback and solutions on internal and external trends to drive operational efficiency
- manage a pipeline of up to 50 clients
- communicate with clients on a regular basis, maintaining specific communication SLA's
- review documentation, clearing or creating conditions as needed
- conduct all withdraw/cancellation requests
- run daily reporting, managing aged loans, etc
- move a seller's pipeline forward towards funding
Benefits
- competitive salaries
- an ownership stake in the company
- medical and dental insurance
- time off
- a great 401k matching program
- tuition assistance program
- an employee volunteer program
- a wellness program
- opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
