Pipeline Account Manager III

Pennymac • Carrollton, TX

96d • $65,000 - $100,000

About The Position

The Pipeline Accounts Manager III will lead multiple customer facing operational organizations while partnering with internal Sales teams to build strong, lasting client relationships. As the Accounts Manager, you will serve as the central point of contact for clients for all fulfillment issues, status questions, and loan level problem solving. The Pipeline Accounts Manager will manage high volume, high net worth, complex client accounts and assist in capacity planning within assigned regions. They will lead the team to review all pipeline loans for invalid stipulations or identification of alternative solutions, identify and resolve client issues/friction and escalate to department leadership as necessary, oversee onboarding and training for all assigned regions and accounts, manage individual SLAs and turn times on all loans in the assigned pipeline, conduct quarterly book reviews and loan level file review to senior leaders and senior management, and perform other related duties as required and assigned. The role requires demonstrating behaviors which are aligned with the organization’s desired culture and values.

Requirements

• Bachelor’s degree or higher in Business Administration, Finance or related field or applicable direct industry experience
• 5+ years of mortgage experience with contemporary knowledge of mortgage industry and operational practices
• Functional understanding of applicable Federal, state and local lending regulations
• Expertise in a variety of Industry concepts, practices & procedures
• Basic software proficiency including Microsoft Office Suite

Responsibilities

• Manage high volume, high net worth, complex client accounts and assist in capacity planning within assigned regions
• Lead team to review all pipeline loans for invalid stipulations or identification of alternative solutions
• Identify and resolve client issues/friction and escalate to department leadership as necessary
• Oversee onboarding and training for all assigned regions and accounts
• Manage individual SLAs and turn times on all loans in the assigned pipeline
• Conduct quarterly book reviews and loan level file review to senior leaders and senior management
• Perform other related duties as required and assigned
• Demonstrate behaviors which are aligned with the organization’s desired culture and values.

Benefits

• Comprehensive Medical, Dental, and Vision
• Paid Time Off Programs including vacation, holidays, illness, and parental leave
• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
• Retirement benefits, life insurance, 401k match, and tuition reimbursement
• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree