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Account Manager

HomeXpress Mortgage Corp
Santa Ana, CA Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 4/6/2025

PRIMARY FUNCTIONS: The Account Manager has the prime responsibility for assisting in the origination and closing of mortgage loans and to support existing and new wholesale clients.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Manages pipeline for all assigned Account Executives (submission to funding)
  • Pre-underwriting loans
  • Act as liaison between sales and operations staff
  • Review loan conditions and documentation received from brokers
  • Follow up on funding conditions
  • Answers questions from brokers and their loan officers
  • Meet assigned monthly closing goals
  • Any additional projects/duties as assigned by Management


DESIRED PERSONAL CHARACTERISTICS:

  • Detail oriented and committed to the highest quality
  • Self-Starter with positive Can-Do attitude
  • Works well under pressure and relishes the responsibility that comes with the job
  • Problem solving and analysis
  • Communication proficiency
  • An open-minded individual that embraces change and innovation


JOB REQUIREMENTS:

  • Experience with state and federal compliance regulations
  • Experience in the reviewing income documentation and financial statements
  • Perform duties under minimal supervision
  • Excellent written and verbal communication skills
  • Strong time management skills
  • Detail orientated, meet deadlines, and work in a fast-paced environment
  • Team player


EDUCATION:

High School Diploma or equivalent


EXPERIENCE:

  • 5-10 years of wholesale account management / loan processing experience in a mortgage banking company or related financial institution



PHYSICAL REQUIREMENTS:

This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations

Salary : $60,000 - $70,000

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