Account Manager

Ensure prompt and efficient service to assigned account executives and brokers. Manage assigned pipeline to ensure timely action, moving loans through the pipeline efficiently. Review appropriate documentation to guarantee that all underwriting requirements/conditions are satisfied prior to clear-to-close. Work under immediate supervision and report to Manager, Director or VP of department.

Essential Functions
1.Manage pipeline to ensure adherence to company lending and service standards
2.Communicate with brokers to provide status of loans
3.Handle customer issues professionally and independently, escalating items when necessary
4.Request/verify accuracy of loan documentation to satisfy underwriting conditions
5.Remain current on company requirements and ensure compliance
6.Maintain clear, consistent line of communication between the broker, underwriter, funder, andassigned account executives
7.Oversee disclosure requirements, hazard insurance, flood certs, verbal VOEs, closing protection letters, firm HUD-1 forms,COC disclosures and appraisal logging (FHA) and case assignment results (FHA), verification ofNMLS #s as listed on the 1003 through NMLS website, and confirmation that all parties to transactionare not on LDP/GSA list (FHA)
8.Provide back-up to loan opener, funder and underwriter when required
9.Coordinate CAIVRS/LDP/GSA/ineligible list sign-off, social security verification, order appraisalreviews, and HUD-1 reconciliation (with minimal errors in any given month)
10.Attain a competent level of knowledge around products, operational procedures/processes, andoverall team strategy
11.Monitor aged loans to ensure that they are delivered or cancelled if needed
12.Perform other duties as assigned

Minimum Qualifications
•High school diploma or GED•Bachelor’s degree or equivalent work experience
•1-3 years of experience working in a production residential lending environment
•3-5 years of experience in mortgage loan processing, underwriting, and/or funding
•Experience working with automated loan processing/closing software
Company Description:

theLender was created to make a difference. As a group of proven industry leaders who recently founded one of the largest and fastest growing Wholesale mortgage companies in the United States, we aim to change the stagnant landscape of Wholesale mortgage – one partnership, one loan, and one day at a time.