Account Manager

This position is responsible for assisting Brokers/AEs through various loan applications and submitting complete and accurate items 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 Dept.•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•Must be able to communicate efficiently by making phone calls to customers•Meet or exceed the monthly minimum closed loan production requirements•Perform other duties as assigned QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • 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 the 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• Must be very detail oriented, be able to meet deadlines, and work in a fast-paced environment• Proficient in Microsoft Office applications (i.e., Outlook, Word, Excel) and experience 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