Wholesale Mortgage Account Manager - Fast-Paced Processing

Change Wholesale; Anaheim (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Change Wholesale is seeking an Account Manager to work closely with third party originators (TPOs/Brokers), Account Executives and Operations to process mortgage loans. You will manage a pipeline to ensure accuracy, timely completion, and SLA adherence while upholding company quality standards.

In this role you will review files, communicate status to stakeholders, coordinate closings, and push for timely approvals and closings.

Qualifications

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

Responsibilities

• Manage a pipeline of mortgage loans and ensure accuracy, completion and SLAs.
• Maintain company quality standards through loan due diligence and timely completion of required steps.
• Communicate regularly with Account Executives and Brokers regarding the status of files and outstanding conditions.
• 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 deadlines.
• Submit files for Final Approval/Clear-to-Close.
• Coordinate and schedule loan closing with Broker.
• Other duties as assigned.

Skills

Fast-paced environment

Self-motivation

Organizational skills

Written & verbal communication

Prioritize workload

Education

Bachelor's degree

Tools

Encompass 360

LOS systems

Job description

Change Wholesale is seeking an Account Manager to work closely with third party originators (TPOs/Brokers), Account Executives and Operations to process mortgage loans. You will manage a pipeline to ensure accuracy, timely completion, and SLA adherence while upholding company quality standards.

In this role you will review files, communicate status to stakeholders, coordinate closings, and push for timely approvals and closings.