What are the responsibilities and job description for the Junior Account Manager position at Lendz Financial?
Job Description
Job Description
Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing. Our core values—Thrive Together, Act Like an Owner, and Exceed Expectations—cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be certified as a Great Place to Work!
Job Summary :
Lendz Financial is seeking a highly organized and detail-oriented Junior Account Manager to join our growing team. This full-time, on-site role is ideal for someone looking to begin their career in the mortgage industry with the opportunity for growth. As a Junior Account Manager, you will be responsible for assisting Account Managers with a variety of key tasks to ensure a seamless mortgage process from start to finish.
Responsibilities :
- Fraudguard : Assist in the processing of Fraudguard checks to help identify and mitigate risks associated with loan applications.
- SSA89 Verification : Conduct accurate SSA89 verifications to ensure borrower information matches Social Security records.
- ACH Verification : Support ACH verification processes to confirm secure and correct transactions.
- Contact Consent Form Verification : Ensure that all required contact consent forms are properly verified and processed.
- 4506C Form Processing : Complete 4506C forms as part of the documentation process, ensuring compliance with regulatory requirements.
- Appraisal Orders : Manage and track appraisal orders, ensuring they are placed and processed efficiently to keep the loan moving forward.
- Collaborate with Account Managers to review and address loan conditions, documents, and inquiries.
- Support the team by maintaining accurate and organized documentation and records for loans in progress.
- Communicate with internal teams to resolve any issues that may arise during the loan process, ensuring smooth workflow and timely progression.
- Provide exceptional service by maintaining a positive and proactive attitude when working with brokers, borrowers, and vendors.
Qualifications :
