Account Manager

HomeBridge Wholesale; United States; On-site; USD 52,000 - 78,000; Full time

Job summary

HomeBridge Wholesale is seeking an Account Manager to provide operational support to Sales and Broker Partners. You will act as the liaison between brokers and internal departments to manage pipelines and ensure timely closing.

The role emphasizes accuracy, regulatory compliance, and proactive communication across teams. The successful candidate will review approvals with Brokers, monitor documents, and address any questions while maintaining professional confidentiality and a strong sense of

Qualifications

• Ability to adapt to Conventional, FHA, VA, and USDA processing guidelines.
• Knowledge of RESPA, TRID, Reg-Z, MDIA compliance guidelines.
• Excellent analytic skills, attention to detail, and time management.
• Strong oral and written communication across audiences.
• Proficient in Windows environment using Outlook, Word and Excel.

Responsibilities

• Point of contact for Sales, Brokers and internal departments during loan processes.
• Review new loan approvals with Broker and set delivery expectations for conditions.
• Monitor documents for accuracy and compliance with approval conditions.
• Communicate file status and conditions with Broker and Account Executive.
• Flag discrepancies with title, appraisals, credit, income, and employment.
• Manage aged pipeline and cancel non-viable loans as needed.
• Ensure timely redisclosure of loans due to Change of Circumstance.
• Coordinate loans to Closing with completeness and accuracy.
• Ensure compliance with Homebridge policies and procedures.

Skills

Analytic skills

Communication skills

Time management

Interpersonal skills

Confidentiality and professionalism

Education

High school diploma or equivalent

Tools

Outlook

Word

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Account Manager

30+ days ago Requisition ID: 1092

Scope/Purpose of the Position

The Account Manager is responsible for providing operational support to Sales and Broker Partners. The Account Manager will work as the liaison between the broker and internal departments to facilitate pipeline management.

Key Responsibilities and Essential Functions

Account Management

• Point of contact for Sales, Brokers and internal departments throughout the process of the loan.
• Review new loan approvals with Broker, address questions and/or concerns and set expectations for delivery of outstanding approval conditions.
• Monitor and review incoming documents from Broker, verifying the data collected is accurate, meets established standards and satisfies approval conditions.
• Communicates proactively with Broker and Account Executive regarding file status or specific conditions and facilitate elevations regarding conditions to the proper areas as needed.
• Inform the Broker and Sales of discrepancies or potential issues with regards to the title, appraisals, credit, employment, income and other related items in the loan file.
• Proactively monitor approved pipeline to ensure loans are viable and actively proceeding to closing.
• Responsible for the management of aged pipeline and communicates with Sales and Brokers to ensure non-viable loans are cancelled as necessary.
• Responsible for the timely and compliant redisclosure of loans due to Change of Circumstance.
• Responsible for timely and compliant completion of CD’s
• Coordinates loans submitted to Closing in a timely manner that meet set standards for completeness and accuracy.
• Verifies that all requirements of Homebridge policies and procedures, as they pertain to Account Management, have been met.
• Perform other related duties assigned by Team Lead or other members of management.

Work Experience and Knowledge, Skills and Abilities

• Ability to adapt to and understand Conventional, FHA, VA, and USDA processing guidelines.
• Working knowledge of RESPA, TRID, Reg-Z, MDIA and related compliance guidelines, along with the ability to detect and rectify deficiencies and/or non-compliance on specific loans.
• Excellent analytic skills, attention to detail, and ability to work within time constraints.
• Excellent level of oral and written communication skills; Ability to communicate across a variety of audiences.
• Intermediate level of computer skills and the ability to function in a windows environment utilizing Outlook, Word and Excel.
• Professional and effective interpersonal skills; Solid decision-making skills with display of professionalism in maintaining confidentiality. Ability to build strong relationships with internal business partners to achieve success.
• Ability to rapidly acquire detailed knowledge of departmental policies, practices and procedures.
• Strong time management skills, fast learner, self-motivated, and comfortable taking initiative and handling multiple projects simultaneously.
• Committed to taking responsibility and ownership for agreed actions and delivery.
• Reports to work on a daily and timely basis.

Minimum Qualifications

• High school graduate or equivalent training
• One to three years’ experience in related role