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Wholesale Mortgage Account Manager

LenderMAC
Cypress, CA Full Time
POSTED ON 4/22/2025 CLOSED ON 4/25/2025

What are the responsibilities and job description for the Wholesale Mortgage Account Manager position at LenderMAC?

About Us

At LenderMAC, we’re redefining the mortgage lending experience through innovation, integrity, and a commitment to exceptional service. As a wholesale mortgage lender operating under Bridgeway Lending Partners, LLC, we provide a full spectrum of mortgage solutions including both Qualified and Non-Qualified Mortgage products to meet the evolving needs of our partners. Our team is made up of experienced, passionate professionals who value collaboration. Join us and be part of a forward-thinking company that's transforming the way lending gets done.

Responsibilities
  • Communicate with Account Executive, Broker, Underwriter, Funder, Doc Drawer 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
  • Adhere to the Service Level Agreements established by LenderMAC
  • Experience with TRID
  • Provide status updates on loans as requested by brokers and/or Account Executive
  • 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.
  • Verify that broker has received notification of loan approvals and status updates
  • Provide back up support as needed to process required change of circumstances and ensure re-disclosures are processed within the required time frames
  • Follow up with AMC on completed appraisal reports as required
  • Order required verifications as outlined in LenderMAC's policies & procedures such as 4506T, VOE, VOD and SS validations
  • Assist brokers with broker portal questions/functionality
  • Communicate with the management team on volume projections and status updates
  • Contribute to process improvement suggestions to promote process efficiency and enhance broker experience
  • Act as a role model of the company's values, acting ethically and professionally at all times
  • Cross-train on other operational functions as a backup support
  • Perform other duties and special projects as required


Qualifications
  • 3-5 years of recent wholesale account management /loan processing experience in a mortgage banking company or related financial institution. (Required)
  • Experience with state and federal compliance regulations
  • Experience in reviewing income documentation and financial statements
  • Perform duties under minimal supervision
  • Excellent written and verbal communication skills
  • Strong time management skills
  • Detail-oriented, meet deadlines, and work in a fast-paced environment
  • Team player
  • High School Diploma or equivalent
Benefits:
  • 401(k)
  • Health insurance
  • Dental insurance
  • Vision insurance
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