7 часов назад
BPL Account Manager - Valere Commercial
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
BPL Account Manager - Valere Commercial (Business Purpose Lending): Managing borrower relationships and coordinating loan onboarding, underwriting, closing, and funding for business purpose real estate loans with an accent on documentation compliance, funding package accuracy, and cross-functional transaction coordination. Focus on managing multiple loan files, monitoring credit utilization, and streamlining complex lending workflows for real estate investors.
Location: Remote USA
Company
is a distributed retail mortgage lender with more than 9,000 employees, over 700 branches, and loan servicing across all 50 states, Washington, D.C., and Puerto Rico. Valere Commercial is its private real estate lending business focused on flexible financing for real estate investors.
What you will do
- Serve as the primary point of contact for borrowers and build long-term client relationships.
- Coordinate onboarding, underwriting, closing, and funding workflows with Operations, Closing, and Underwriting teams.
- Review loan files, required documentation, and funding packages for compliance and accuracy.
- Manage multiple loan files and client relationships simultaneously.
- Monitor borrowers' lines of credit to support maximum utilization.
- Update policies and procedures and assist with training new team members.
Requirements
- 5+ years of relevant experience in financial services and/or real estate.
- Experience leading transaction teams and managing customer interactions.
- Proficiency in Salesforce CRM.
- Advanced knowledge of the loan closing process.
- Advanced proficiency in Microsoft Office, including Word, Excel, and Outlook.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred.
Culture & Benefits
- Competitive compensation plan for eligible employees.
- Medical, dental, and vision benefits.
- 401(k) plan, company-provided short-term disability, employee assistance program, and wellness program.
- Culture emphasizing employee support, transparency, professional growth, and diversity and inclusion.
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