Operations Account Representative

Western Alliance Bancorporation; Westlake Village (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Ownership stake in the company

Health and dental insurance

401(k) matching program

Tuition assistance

Job summary

Western Alliance Bancorporation seeks an Operations Account Representative in CA to manage client relationships and loan pipelines, including aged loans and client calls. The role emphasizes timely documentation review, SLA-driven communication, and funding coordination across the mortgage operations team.

The ideal candidate has 3+ years in Mortgage/Correspondent Lending, strong MS Office skills, and solid regulatory knowledge. Competitive benefits include 401(k) matching and wellness programs.

Qualifications

• 3+ years of experience in Mortgage Industry, Correspondent Lending or similar field.
• Intermediate knowledge of applicable regulatory and legal obligations in mortgage.
• Intermediate proficiency in Office software including Excel and Word.
• Strong written and verbal communication skills.

Responsibilities

• Manage a pipeline of up to 50 clients and maintain regular communication to meet SLAs.
• Review documentation and clear or create conditions as needed.
• Run daily reporting and manage aged loans and withdrawals/cancellations.
• Move pipeline forward toward funding by coordinating with internal teams.

Skills

Mortgage industry knowledge

Regulatory compliance knowledge

Communication skills

Microsoft Office proficiency

Education

High school diploma

Tools

Microsoft Office

Job description

Job Title:Operations Account RepresentativeLocation:CA - Westlake VillageWhat you'll do:As the Operations Account Representative, you will be responsible for the operational management of client relationships, providing quality service by maintaining client accounts (pipeline management); including managing aged loans, leading regular client calls, and following up on escalations as needed. You'll be responsible for managing active loan pipelines ensuring they are reviewed within established metrics. You'll also participate in client calls to identify remediation solutions and provide feedback and solutions on internal and external trends to drive operational efficiency.Manage a pipeline of up to 50 clients. Communicate with clients on a regular basis, maintaining specific communication SLA's.Review documentation, clearing or creating conditions as needed. Conduct all withdraw/cancellation requests.Run daily reporting, managing aged loans, etc.Move a seller's pipeline forward towards funding.What you'll need:3+ years of related experience in Mortgage Industry, Correspondent Lending or similar field.High school diploma required.Intermediate to advanced 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 proficiency in Microsoft Office Products.Intermediate speaking and writing communication skills.Benefits you’ll love:We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!About the company:AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage.Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [e-mail] or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation