10 часов назад
Wholesale Mortgage Account Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Wholesale Mortgage Account Manager (Fintech): Managing wholesale mortgage loan files throughout their lifecycle, from approval and document collection through final approval and closing, with an accent on high-volume pipeline management, loan conditions, and client communication. Focus on coordinating disclosures and reports, monitoring closing and lock timelines, processing changes of circumstances, and ensuring accurate, timely submissions.
Location: Remote in the United States
Company
is a U.S. wholesale mortgage lender founded in 2008 and headquartered in Atlanta, Georgia, offering conventional, FHA, VA, non-QM, renovation, and USDA loan products.
What you will do
- Organize loan approvals and ensure all conditions and documentation requirements are completed.
- Conduct client welcome calls within 24 hours of approval, clarify conditions, and confirm loan timelines.
- Verify signed disclosures, order required reports, review document uploads, and follow up on outstanding conditions.
- Confirm final loan terms, prioritize active loans, and coordinate closing schedules and final approval submissions.
- Monitor estimated closing dates and lock expirations, process changes of circumstances, and update locks as needed.
Requirements
- 3+ years of wholesale account management experience required.
- Extensive knowledge of diverse mortgage loan products and programs.
- Proficiency with the Encompass loan origination system required.
- Experience managing a high-volume pipeline while maintaining accuracy and attention to detail.
- Strong written and verbal communication, organization, prioritization, and time-management skills.
- Ability to work independently, manage multiple priorities, and interact effectively with clients and stakeholders.
Nice to have
- Previous experience as an underwriter.
Culture & Benefits
- Fully remote work environment.
- Production bonus eligibility.
- Collaborative culture focused on innovation and direct feedback.
- Access to technology and tools designed to support efficient work and client relationships.
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