Wholesale Account Manager Team Lead

Spring EQ•Conshohocken, PA

1d•$70,000 - $80,000•Hybrid

About The Position

Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com . At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to Be kind and treat all people – teammates, customers, and vendors – with respect and consideration Be adaptable and embrace change Be accountable and take responsibility and deliver the effort to fully complete the task Be better and strive for continuous improvement in ourselves, our team, and the company for our customers Be part of the solution and solve problems, find the answers, and collaborate Work hard, have fun, and get things done Spring EQ is seeking a full‑time, experienced Wholesale Account Manager Team Lead to support our fast‑growing Wholesale Mortgage Division . This role serves as a subject matter expert for the wholesale processing team and plays a critical part in ensuring loans move efficiently from submission to closing within the broker-driven channel. The ideal candidate will provide day‑to‑day guidance to Wholesale Account Managers/Processors, support broker pipeline management, and act as an escalation point for system, loan-level, and process challenges. This individual will help drive operational excellence through coaching, problem-solving, and process optimization tailored to wholesale workflows.

Requirements

Minimum 5 years of experience in the mortgage industry, with at least 3 years of loan processing experience
Strong working knowledge of mortgage compliance regulations and wholesale-specific loan flow
Experience processing Conventional loans
Self‑starter mentality with the ability to navigate open‑ended challenges and support broker partners
Demonstrated ability to foster innovation and continuous improvement within fast‑paced, high‑volume environments
Ability to collaborate effectively with remote team members while also working independently
Strong sense of urgency and the ability to thrive in a deadline-driven wholesale setting
Commitment to personal excellence, integrity, and accountability—consistent with Spring EQ’s core values
Healthy work-life balance. We are committed to supporting a healthy work-life balance and fostering an environment of productivity and collaboration.

Nice To Haves

Wholesale mortgage experience strongly preferred
Minimum 2 years of leadership or team lead experience is a plus

Responsibilities

Serve as the primary support resource for the team of Wholesale Account Managers/Processors
Coach, mentor, and develop processors to ensure high‑quality broker submissions and efficient loan movement
Monitor and evaluate processor performance, providing feedback and support as needed
Oversee and balance processor pipelines to maintain service level expectations with broker partners
Step in to assist with loan files during high-volume periods or when processors are unavailable
Partner cross‑functionally with Wholesale Sales, Underwriting, and Closing teams to resolve escalations and support broker needs
Identify and communicate opportunities for process improvements within the wholesale workflow
Conduct spot‑checks of loan files to ensure clean submissions and compliance with wholesale standards
Maintain a small personal pipeline (5–10 loans) to stay current with systems, processes, and broker expectations
Perform additional responsibilities as needed to support the wholesale operations team