Wholesale Mortgage Account Manager

Company Description

Summit Funding, Inc DBA Lead + Wholesale Lending, where innovation meets expertise.  

At Lead+, our passion and proficiency in non-QM lending shine through. We leverage deep market insights and innovative approaches to deliver flexible lending solutions that meet diverse needs.

Our commitment extends beyond lending; we're passionate about personal development for mortgage brokers. At our core, we aim to enhance your sales and marketing skills, adding value to your business.

Explore us further at Lead+ Wholesale Lending - Leading the Way in Non-QM Lending

Job Description

Lead Plus Wholesale is looking for experienced Account Managers with experience in the NQM space to add to our growing Team. 

Embark on a rewarding career as an Account Manager, where your expertise in managing intricate customer transactions and supporting our sales team and Wholesale division clients will play a pivotal role in our success. Join us and thrive in a dynamic environment that values your contributions.

Starting pay rate ranges between $25 to $34/hr DOE with additional potential for a bonus structure.

This position reports out of our Irvine Corporate Office but is offered as fully remote.  Will be required to work a regular 8 hour work week schedule Monday through Friday starting as early as 7am PST (8am MST/9am CST/10am EST) and as late as 5pm PST (6pm MST/7pm CST/8pm EST) plus possible Overtime and Weekends as needed.

What our Account Managers are responsible for:

• Manage loans based on estimated close dates, including those aged for cancellation or denial, to ensure accurate and proactive pipeline management.
• Follow up on suspense conditions to facilitate timely resolution.
• Partner with Account Executives and Operations staff to manage file flow, prioritize pipelines, and handle status calls to brokers.
• Work closely with customers to clear loans to close within expected turn times.
• Review documents and conditions submitted electronically and notify appropriate parties of any discrepancies or missing information.
• Update system notes with relevant details and comments about the transaction.
• Complete all required checklists and worksheets accurately and promptly.
• Provide status updates to all applicable parties throughout the loan process.
• Assist clients with submitting loans, ensuring accuracy and completeness.
• Upload required documents and assist with submission follow-up as necessary.
• Support clients with questions or troubleshooting related to online tools and systems.

Qualifications

• 3 years of current or recent (within the last 12 months) experience working as an Account Manager or Loan Processor within the mortgage industry (retail, broker or wholesale experience preferred).
• Experience with Non QM, conventional and government products and guidelines
• Demonstrated skill in monitoring and overseeing loan production pipeline
• Experience with Loan Origination Systems (LOS) Encompass 
• Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and Internet browsers
• Excellent written, verbal, and interpersonal communication skills
• Strong attention to detail and ability to efficiently and consistently produce accurate work
• Solid organizational and problem-solving skills
• Capability of multi-tasking in a fast-paced environment with heavy volume of transactions
• Proven aptitude to work in both a team and individual environment
• Sound judgment skills essential to making quick decisions within written policy and standard operating procedures essential
• Flexibility and time management skills.

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Additional Information

All your information will be kept confidential according to EEO guidelines.