Account Manager II

About the role

The Account Manager works closely with third party originators (TPOs/Brokers), Account Executives and Operations in the processing of mortgage loans. Wholesale Account Manager helps ensure the highest quality of customer service to our brokers and their clients.

Essential Job Duties/Responsibilities:

• Manage a pipeline of mortgage loans and ensure accuracy, completion and Service Level Agreements (SLAs) are met.
• Maintain company quality standards through loan due diligence and completion of all required steps in a timely and efficient manner.
• Communicate regularly with Account Executives and Brokers regarding the status of files and outstanding conditions needed.
• Review, send and communicate conditional approvals to Account Executives and Brokers within current turn times published.
• Meet production requirements and manage loan pipeline throughout the day to meet/exceed all deadlines set forth.
• Submit files for Final Approval/Clear-to-Close.
• Coordinate and schedule loan closing with Broker.
• Other duties as assigned.