Account Manager II

Change Lending; Anaheim (CA); On-site; USD 346,000 - 413,000; Full time

Job summary

Change Lending in Anaheim, CA is seeking an Account Manager to work with TPOs/Brokers, Account Executives and Operations on mortgage loan processing. You will manage a pipeline, ensure compliance with SLAs, and provide high-quality service to brokers and their clients.

The role requires a Bachelor’s degree and 5+ years wholesale mortgage processing, knowledge of mortgage guidelines and TRID, strong organizational skills, and the ability to work independently and in a team.

Qualifications

• Bachelor's degree in a related field or equivalent experience.
• 5+ years of wholesale mortgage processing experience.
• Working knowledge of mortgage lending guidelines and TRID.

Responsibilities

• Manage a pipeline of mortgage loans and ensure SLAs are met.
• Coordinate with Account Executives and Brokers to move files toward approval and closing.
• Review and communicate conditional approvals within standard turn times.
• Ensure compliance with quality standards and timely loan due diligence.
• Coordinate and schedule loan closings with brokers.

Skills

Fast-paced environment

LOS familiarity (Encompass 360)

Self-motivated

Strong organizational skills

Prioritize workload

Communication skills

Customer service skills

Education

Bachelor's degree in a related field

5+ years Wholesale Mortgage Processing experience

Tools

Encompass 360

Job description

Job Location: Anaheim-CL Branch - Anaheim, CA 92808

Salary Range: $31.00 - $37.00 Base+Commission/month

About the role

The Account Manager works closely with third party originators (TPOs/Brokers), Account Executives and Operations in the processing of mortgage loans. Wholesale Account Manager helps ensure the highest quality of customer service to our brokers and their clients.

Essential Job Duties/Responsibilities

• Manage a pipeline of mortgage loans and ensure accuracy, completion and Service Level Agreements (SLAs) are met.


• Maintain company quality standards through loan due diligence and completion of all required steps in a timely and efficient manner.


• Communicate regularly with Account Executives and Brokers regarding the status of files and outstanding conditions needed.


• Review, send and communicate conditional approvals to Account Executives and Brokers within current turn times published.


• Meet production requirements and manage loan pipeline throughout the day to meet/exceed all deadlines set forth.


• Submit files for Final Approval/Clear-to-Close.


• Coordinate and schedule loan closing with Broker.


• Other duties as assigned.

Qualifications

What Skills & Requirements You’ll Need

• Ability to work effective in a fast-pace environment.


• Familiarity with Encompass 360 or other LOS/doc systems.


• Self-motivated with an ability to work independently and in a team environment.


• Strong organizational skills and ability to handle detailed assignments.


• Ability to prioritize workload while meeting deadlines.


• Ability to communicate effectively in writing and verbally.


• Excellent customer service skills.

EDUCATION AND EXPERIENCE

• Bachelor's degree in a related field, and/or relevant prior experience in Wholesale Mortgage Processing for 5+ years.


• Working knowledge of Mortgage lending guidelines including an understanding of the process and procedures.


• Proficient in title analysis, income calculation, and underwriting guidelines (investor specific and Government-sponsored enterprises-GSEs).


• A full understanding of TILA RESPA Integrated Disclosure rule (TRID).

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential job functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this job, the employee is regularly required to: communicate and accurately exchange information with clients at normal speaking levels; remain standing for sustained periods of time; use hands to finger, grasp, or feel; reach by extending hand(s) and arm(s) in any direction; have visual acuity to view a laptop, determine the accuracy, neatness, and thoroughness of the work assigned. Working conditions are generally moderate and in an office environment.

Note

This job description is meant to describe the general nature and level of work being performed; it is not intended to be an exhaustive list of all responsibilities, duties, and skills required for the position. While this is intended to be an accurate reflection of the current job, the Company reserves the right to revise the job or to require that other or different tasks, duties, and responsibilities be performed as assigned, or to otherwise change this job description at any time with or without notice.