As an Account Manager, you'll be responsible for the operational management of client relationships, providing quality service by maintaining client accounts, managing pipeline, and communicating with clients to support the forward movement of the file. You'll also be responsible for meeting KPI goals, handling a high call/email volume, and prioritizing tasks.
Requirements
- 2+ years of related experience in Mortgage Operations and Originations, Wholesale Mortgage Lending, Client Facing or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Intermediate knowledge of residential mortgage industry in Correspondent or Retail Lending; including sales, operations, capital markets and/or other residential mortgage products and services.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Intermediate knowledge of MS Office products.
- Intermediate experience with client or customer facing mortgage in the correspondent or wholesale space, Mortgage Loan Processing or Underwriting experience.
- Advanced speaking and writing communication skills.
Benefits
- Competitive salaries
- Ownership stake in the company
- Medical and dental insurance
- Time off
- 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
