Account Manager

Description

Responsibilities and Duties:

• Work in collaboration with Account Executives and internal operations team to develop and maintain strong relationships with TPO clients.
• Communicate with TPO clients, acting as primary liaison to operations for status information or loan issue resolution.
• Provide ongoing support and guidance to TPO clients on loan products, loan structuring, systems, and processes.
• Conduct training to help our TPO clients improve loan submission quality.
• Perform weekly pipeline reviews with sales teams and TPO clients to ensure progress and address issues in a timely manner.
•  Ensure all TPO client interactions and responses are documented and resolved.
• Implement action plans for improving workflow inefficiencies and addressing training gaps.

Education and Experience:

• High school diploma or GED required (associate degree in business preferred) or equivalent combination of education and experience.
• Minimum of 3 years’ previous experience with wholesale relationship management or sales support.
• Proven guideline and pricing experience with non-agency/non-QM products.
• Computer skills including Microsoft Office, with medium to advanced Excel skills and database management, familiarity with standard mortgage operating systems.
• Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
•  Demonstrated ability to analyze, reason, problem solve, prioritize work independently, and adapt to changing circumstances.
• Excellent analytical, written, communication and interpersonal skills.
•  Ability to demonstrate excellent communication and ability to build and sustain relationships with clients and partners.
• A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
• Results driven with proven record of outstanding ability to motivate and influence others to accomplish objectives.
• Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations.
•  Effective time management.

• Technical Expertise: Proficiency in Microsoft Office, particularly Excel; familiarity with loan origination systems (LOS) and mortgage technology platforms.
•  Communication: Excellent communication and relationship building skills; ability to build and sustain relationships across multiple departments and stakeholders.Time Management: Ability to organize, prioritize, and manage multiple tasks simultaneously.
•  Team Collaboration: Demonstrated ability to work effectively within cross-functional teams.
•  Time Management: Ability to organize, prioritize, and manage multiple tasks simultaneously and meet deadlines.
•  Problem-Solving: Strong understanding of mortgage products and underwriting guidelines.Time Management: Ability to organize, prioritize, and manage multiple tasks simultaneously.
•  Team Collaboration: Demonstrated ability to work effectively within cross-functional teams.
•  Time Management: Ability to organize, prioritize, and manage multiple tasks simultaneously and meet deadlines.

•  Integrity: The Account Manager is a trusted and dependable resource for our TPO partners and Account Executives. By adhering to ethical standards and company policies and procedures, they uphold trust and transparency in every transaction.
•  Collaboration: This role works closely with TPO clients and our internal team members to ensure a seamless transaction from origination through to closing. Their ability to coordinate effectively fosters teamwork and helps achieve common goals with minimal delays.
•  Excellence: Through effective communication, dedication to knowing product guidelines, efficient time management, and a commitment to quality, the Account Manager contributes to delivering outstanding service and maintaining high operational standards.
•  Critical Curiosity: The Account Manager applies critical thinking to identify gaps, inconsistencies, or opportunities for improvement in processes. Their proactive approach to problem-solving ensures continuous learning and optimization.

Benefits

• Competitive compensation package, including base salary and performance-based bonus opportunities
• 401(k) plan with 100% company match up to 4%
• Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
• Generous paid time off: 20 days PTO, company holidays, and sick time
• Paid parental leave
• Company-paid life insurance and disability coverage
• Employee Assistance Program (EAP): mental health, financial, and wellness support
• Professional development: tuition reimbursement and growth opportunities
• Commuter and transit benefits