Account Manager

Essential Duties And Responsibilities

Manage Wholesale loans for Account Executives from submission through funding

Assist AEs/Brokers, offering timely responses to questions and excellent customer service

Review broker‑submitted documentation before submitting to Underwriting and Closing Dept.

Perform Account Manager Welcome Call on files flagged by Loan Set Up

Follow up on all PTD and PTF conditions; updates should be noted in Byte Pro

Maintain an accurate Account Manager Production Forecast

Deliver Weekly Production Forecast to Management

Complete tasks assigned as outlined by Acra Policy/Timeline

Follow Acra P&P relative to file flow, aged pipeline, email/phone communication, tasks, etc.

Maintain minimum pipeline of 55‑65 active loans

Must be able to communicate efficiently by making phone calls to customers

Meet or exceed the monthly minimum closed loan production requirements

Perform other duties as assigned

Qualifications

Must be a team player and work constructively with ALL departments

Ability to understand the requirements of Acra programs/guidelines

Knowledgeable in the complex borrower types, including but not limited to LLCs/Trusts

Proficient in the review of income documentation, financial statements (i.e., P&Ls), assets, etc.

Perform duties under minimal supervision and follow the Acra escalation processes when needed

Ability to communicate effectively in both verbal and written form

Possess strong time management skills to plan and organize a high daily loan volume

Must be very detail oriented, be able to meet deadlines, and work in a fast‑paced environment

Proficient in Microsoft Office applications (i.e., Outlook, Word, Excel) and experience with mortgage industry software and online apps

Education And/or Experience

Minimum of 3 years current Account Manager experience in Wholesale lending

Minimum of 3 years’ experience working with standard industry and investor guidelines

High School Graduate or equivalent

Benefits
Medical, dental, vision, wellness programs, EAP counseling services, FSA & HSA, company sponsored life insurance for employee, voluntary life insurance for employee, spouse and child, AD&D Insurance, voluntary short-term and long-term disability, critical illness insurance, accident insurance, legal assistance, pet insurance, living will and trust preparation discounts, commuter program, annual walking challenge, employee appreciation events and monthly sales awards.

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