Non-QM West Coast Wholesale Account Manager

Description

Primarily responsibilities include managing customer relationships and taking all necessary steps in accordance with internal policies and procedures to bring loans to a close status. This will include working with clients and vendors and conducting in-house operations from sales to funding. Must adhere to the established turn-around time and productivity goal.

Responsibilities

• Main contact and support between Brokers, Borrowers, and all other internal departments, including Sales, Underwriting, Docs, and Funding, while maintaining high customer service.
• Monitor and manage a large pipeline to ensure timely funding of loans.
• Order and verify third-party services as it pertains to the loan.
• Ensure all deadlines concerning approval letters, Status requests, cancellations, and declinations are met.
• Monitor all incoming documents & verify data.
• Obtain necessary provisions from brokers and clear any provisions before submitting the loan to underwriting.
• All other duties as assigned.
  
  

Requirements

• Pacific Standard Time (PST) candidates preferred.
• Minimum of three (3) years of mortgage Account Manager or loan processing experience.
• In-depth knowledge of all guidelines.
• Nonqm product knowledge is a huge plus.
• Familiarity with LendingQB/Meridian Link.
• Able to demonstrate a proactive, hardworking, flexible, and able to work under their own initiative but also a team player.
• Excellent computer skills and knowledge of MS Office products.
• Strong customer service and time management skills are a must.
• Highly motivated and determined to succeed in a competitive, time-sensitive industry
• A high degree of attention to detail.
• Demonstrated high organizational skills.
• Strong written and verbal communication skills.