Sr. Account Manager (Loan Processor)

Loan Depot • Irvine, CA

29d

About The Position

The Senior Account Manager III is responsible for managing the customer relationship from commitment and taking all necessary steps in accordance with internal policies and procedures to bring the transaction to a ready close status. This will include processing residential loan files and working with customers, vendors, and in-house operations from application to funding.

Requirements

• Minimum of 3+ years recent mortgage processing experience required.
• Strong knowledge of various loan products and programs, specifically FHA/VA/Conventional Purchase and Refinance required.
• Ability to adhere to established turn times, productivity and quality metrics required.
• Experience working in a retail mortgage/call center environment preferred.
• Excel in a fast-paced environment with the ability to multitask.
• Demonstrate excellent follow-up and communication skills with borrowers, internal partners, and teammates both over the phone and via email.
• Bachelor's Degree preferred, but not required.

Nice To Haves

• Experience working in a retail mortgage/call center environment preferred.
• Bachelor's Degree preferred, but not required.

Responsibilities

• Collects all stipulations through final approval.
• Prepares, validates, communicates, and delivers all Revised Loan Estimates and Interim disclosures.
• Prepares, validates, communicates, and delivers all Closing Disclosures.
• Coordinate the borrower's closing appointment by providing loan documents to the closing agent as well as facilitating changes to final required documents for wire disbursement.
• Ensures the performance of all duties are in accordance with the company's policies, procedures and all U.S. state and federal laws and regulations where the company operates.
• Manage a pipeline of 40-50+ loans at a given time.
• Acts as the primary liaison between Sales, Title, Escrow, Funding and Borrowers.
• Effectively communicates with all partners to ensure a smooth and efficient process.
• Accountable for all loan files once they are received from Sales.
• Reviews documentation for accuracy demonstrating a high attention to detail.
• Evaluates credit, income, and title reports.
• Performs other duties and projects as assigned.

Benefits

• Competitive compensation package includes the ability to earn incentive compensation in addition to a base hourly wage.
• Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
• Work with other passionate, purposeful, and customer-centric people.
• Extensive internal growth and professional development opportunities including tuition reimbursement.
• Comprehensive benefits package including Medical/Dental/Vision.
• Wellness program to support both mental and physical health.
• Generous paid time off for both exempt and non-exempt positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 1,001-5,000 employees