Wholesale Account Manager

Position Summary:

Act as the liaison between broker, sales team and operations team throughout the loan process from submission through final disposition of the loan.

Responsibilities:

• Communicate with loan originator, underwriter, funder, doc drawer or Territory Manager as required to ensure all parties are aware of loan status and any outstanding requirements ensuring quality customer service experience and adherence to established guidelines
• Provide status updates on loans as requested by brokers and/or Territory Manager
• Follow up with broker for outstanding conditions and signed docs back
• Daily pipeline management to include, but not limited to, requesting lock extensions, condition follow up, vendor follow up and data integrity in LOS as updates occur
• Respond to internal and external customer inquiries on loan conditions and/or documentation requested for approval or funding
• Negotiate and work to resolve problems with the broker as it relates to pricing, program changes and reworks to the loan request
• Provide back up support as needed to review conditions received for accuracy and forward conditions to Underwriting for review in a timely manner
• Provide back up support as needed to process required change of circumstances and ensure re-disclosures are processed within the required time frames
• Order required verifications as outlined in the policies & procedures such as 4506T, VOE, VOD and SS validations
• Cross-train on other operational functions as back up support

Requirements:

• Working knowledge of FHA/VA/USDA regulations and FNMA/FHLMC and investor underwriting guidelines
• Maintain working knowledge of all loan programs to ensure loans conform with program requirements through the loan process and to able to answer questions as needed
• Working knowledge of lending compliance and regulations
• Ability to identify and resolve problems in a timely manner
• Strong organizational and interpersonal skills
• Clear understanding of the implications of customer service
• Excellent verbal and written communication skills
• Strong attention to detail and accuracy
• Strong organizational and time management skills
• Ability to multi-task and work in a deadline driven environment
• Ability to work effectively in a team environment
• Effectively manage the pipeline to achieve targeted closing ratios
• Ability to work independently, handle detail and maintain confidentiality

Job Type: Full-time

Pay: $20.00 - $33.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Schedule:

• 10 hour shift
• 8 hour shift
• Overtime

Supplemental Pay:

• Bonus pay
• Commission pay

Experience:

• Account management: 3 years (Preferred)

Paid Training:

• Yes

Management:

• Ops Manager

Typical start time:

• 7AM

Typical end time:

• 5PM

This Job Is Ideal for Someone Who Is:

• Dependable -- more reliable than spontaneous
• People-oriented -- enjoys interacting with people and working on group projects
• Detail-oriented -- would rather focus on the details of work than the bigger picture

Benefit Conditions:

• Waiting period may apply
• Only full-time employees eligible

Work Remotely:

• Temporarily due to COVID-19

COVID-19 Precaution(s):

• Remote interview process
• Personal protective equipment provided or required
• Social distancing guidelines in place
• Sanitizing, disinfecting, or cleaning procedures in place