We are looking for candidates who are passionate about their vocation and committed to making a contribution while gaining experience to grow in their career. This position is responsible for assisting Brokers/AEs with various loan applications and ensuring complete and accurate items are submitted to the Underwriting and Closing Departments.
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 Department.
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.
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 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.
Be very detail‑oriented, meet deadlines, and work in a fast‑paced environment.
Proficient in Microsoft Office applications (Outlook, Word, Excel) and experienced 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
Our benefit offerings include: Medical, dental, vision, wellness programs, EAP counseling services, FSA & HSA, company‑sponsored life insurance for employees, voluntary life insurance for employees, 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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Account Manager
Acra Lending, New York, NY, USA
Job type: Full Time