Account Manager

Jeffrey Agency; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading agency in Philadelphia is looking for an Account Manager responsible for managing loan processes and ensuring smooth operations between sales and underwriting teams. The ideal candidate will be organized, proactive, and able to solve issues efficiently in a fast-paced environment. This role offers a competitive salary with the potential for significant performance-based bonuses.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• Strong organizational and time management skills.
• Proven ability to manage multiple priorities.
• Clear, professional verbal and written communication.

Responsibilities

• Manage loan files from processing to clear-to-close.
• Serve as liaison between sales, operations, and underwriting.
• Maintain organized, up-to-date files for each borrower.

Skills

Organizational skills

Time management

Communication

Problem-solving

Tools

CRM tools

Job description

3 days ago Be among the first 25 applicants

This range is provided by Jeffrey Agency. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $100,000.00/yr

Direct message the job poster from Jeffrey Agency

We’re hiring an Account Manager to manage deals from signed term sheet through closing.

This role serves as the key point of contact between sales and operations, ensuring smooth processing, clear communication, and timely closings.

This is a high-impact role for someone who’s organized, proactive, and comfortable working in a fast-paced environment. You’ll quarterback the loan process—coordinating across teams, solving problems quickly, and delivering an excellent borrower experience.

Responsibilities:

• Manage loan files from processing to clear-to-close
• Serve as liaison between sales, operations, and underwriting
• Proactively solve issues that could delay loan closings
• Maintain organized, up-to-date files for each borrower
• Communicate directly with borrowers to ensure a smooth experience
• Meet performance benchmarks for different loan products
• Help generate borrower referrals and positive reviews

Compensation:

• $160 per closed loan
• 20 closed loans/month = $78,400 annually
• 35 closed loans/month = $100,000+ annually

Top performers have the potential to earn well over six figures.

Qualifications:

• Strong organizational and time management skills
• Proven ability to manage multiple priorities
• Clear, professional verbal and written communication
• Self-motivated and accountable
• Comfortable using phone, email, and CRM tools to manage workflow
• Experience in lending, mortgages, or finance preferred but not required

If you're ready to run your own pipeline and play a vital role in helping deals get done fast, apply now.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Real Estate and Financial Services

Referrals increase your chances of interviewing at Jeffrey Agency by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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