Mortgage Account Manager
CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments.
We are actively seeking a talented & motivated Account Manager who specializes in Retail, QM, Non-QM and DSCR products. As an Account Manager, you will be responsible for reviewing and requesting documents from brokers and third-party vendors in a timely matter. Must possess excellent customer service skills, establish a professional relationship and good rapport with all parties related to the loan transaction and impeccable follow up skills to take each file from pre-approval to closing.
Key Responsibilities
- The primary duty for an Account Manager is to work with the broker and our internal underwriting team to fulfill all the conditions.
- Is responsible for obtaining all the paperwork and forms required for the loan
- Order Insurance, Appraisals, Loan Payoffs, Flood and Tax Certificates, Credit Supplements, Transcripts, SSA Verifications, Title Documentations and thoroughly review all documents before submitting to underwriter
- Will check if all the information provided by the candidate, is accurate and adequate
- Needs to have a thorough and deep understanding about the terminology as well as rules and regulations regarding the mortgage industry.
- Review loan related documents for accuracy within a time frame established by management
- Should possess basic computer skills and be able to maintain complete confidentiality
- Communicate documentation requirements, status and potential issues to all parties related to the loan transaction
- Coordinate loan closings with Closing Agent
- Perform other duties as assigned