Wholesale Account Manager

Triad Financial Services • Jacksonville, FL

1d

About The Position

Triad Financial Services is seeking a highly motivated and skilled Account Manager for the Wholesale Broker Channel to join their growing team. This role is responsible for transforming how brokers experience manufactured home financing and will serve as the single point of ownership for every loan, from submission through funding. The Account Manager will be the inward-facing owner of the file and the broker experience, ensuring clear communication, proactive follow-up, and accountability. This position involves close partnership with Underwriting, Processing, Closing, and Funding to keep files on track and brokers informed. This is an ideal role for someone who thrives on ownership, coordination, and high-touch service, and who wants to help build a consistent, scalable broker experience.

Requirements

• 5+ years of experience in mortgage operations, loan coordination, broker support, or a related client-facing role.
• Strong ownership mindset and the ability to drive files to completion across multiple internal teams.
• Excellent attention to detail and the ability to track many files, conditions, and deadlines at once.
• Excellent written and verbal communication skills with a service-first attitude.
• Comfortability coordinating between Underwriting, Processing, Closing, and Funding to keep loans on track.

Nice To Haves

• Familiarity with manufactured housing or chattel lending is a plus.

Responsibilities

• Own the file end to end, serving as the single point of accountability for every loan from submission through funding, proactively calling on each file and driving it to close.
• Own the broker and borrower experience, acting as the consistent, trusted point of contact who keeps brokers informed and confident throughout the loan lifecycle.
• Manage escalations end to end, taking ownership of time-sensitive issues, resolving them quickly, and keeping all parties updated until closed out.
• Flag at-risk files early by monitoring pipelines closely, identifying blockers before they stall a file, and adding touch points that keep loans moving.
• Coordinate across operations to improve handoffs and communication between Underwriting, Processing, Closing, and Funding to reduce duplicate requests and file stagnation.
• Drive condition and closing coordination by tracking conditions, managing clear-to-close coordination, and setting consistent expectations.
• Keep brokers updated on status by partnering with Operations to provide real-time updates, predictable timelines, and proactive status communication.
• Track turn times by account, monitoring performance across files, logging activity and follow-ups, and contributing to better reporting and service consistency.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed