The Business Account Manager will work to support the sales team by following up with borrowers and third-party vendors to clear processing, underwriting, and closing conditions. The successful candidate will be a skilled communicator that works with a sense of urgency to close loans quickly and efficiently. The primary goal is to remove non sales related tasks from the sales team by actively working as a liaison between sales, operations and third-party vendors. This role will be responsible for building an effective account manager wholesale strategy and team to ensure sales is supported from start to finish.
Job Duties:

• Work directly with the loan officer and borrowers to gather information and documentation as required to prepare the loan application and process the file
• Ensure a timely response to all borrower and operations requests for any active files within the loan officer's pipeline
• Collect and update LOS & CRM systems with any pertinent information in reference to the borrower’s file
• Actively identify outstanding items and take responsibility to gather, clarify and correct items as needed
• Review active pipeline each day and ensure all items are in place to prepare the loan to close and if items are missing, to take action requesting documents from borrowers or third parties as needed
• Work closely with processors, underwriters, and closers to help ensure a smooth process for the borrower and that all necessary items are completed
• Always keep loan & borrower information confidential
• Assisting with scheduling appointments for counseling, notaries or appraisals and confirming times with all parties
• Act as a resource to the borrower answering common questions about various parts of the loan process
• Training, educating, and guiding other Loan Account Managers to help the team excel and increase production

Competencies:

• Ability to manage the reverse mortgage active pipeline and keep track of multiple files at one time
• Ability to problem solve and act quickly to resolve any challenges that may arise
• Strong communication skills in various platforms (phone, text and email) and comfortable communication with internal team as well as borrowers and external third parties
• Organization & time management
• Attention to detail
• Proficient with standard Microsoft Office Suite programs
• General understanding of both traditional and reverse loan process
• Familiarity with different loan documents and needs list items

Skill Requirements:

• Good customer service skills & borrower discussions
• Accuracy and attention to detail
• Strong organizational and time management skills
• Ability to work under pressure and to deadlines
• Experience with Salesforce, Credit Plus, LQB and RV not required but preferred
• Reverse mortgage experience is a plus, but not required

Compensation Details :

• $65,000 – $85,000 per year, plus commission.

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