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Wholesale Account Manager - In Office

Job in Brea, Orange County, California, 92631, USA
Listing for: National Mortgage Staffing
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 USD Yearly USD 50000.00 YEAR
Job Description & How to Apply Below

Position:
Account Manager (Wholesale Lending)

Location:

North Hollywood, CA or Brea, CA

Work Model:
In-office

Compensation: $50,000 base salary; commission per file available after a 90-day probationary period; overtime eligible

Schedule:

Monday through Friday, 8:30 AM–5:30 PM PT

Benefits: 401(k) with match; health insurance; paid time off (accrued); sick time (accrued); employee discount

Overview

This in-office Account Manager role supports wholesale/TPO production by managing active loan files from submission through closing. You’ll work directly with brokers and internal partners to keep files moving, ensure documentation meets product and underwriting guidelines, and coordinate closing steps to support timely, compliant closings.

Responsibilities
  • Build and maintain relationships with brokers and account executives
  • Manage multiple active loan files and cases to support timely closings
  • Ensure loans meet regulatory requirements and underwriting guidelines
  • Provide strong customer service to brokers/consumers, internal operations staff, and third parties
  • Review documentation to confirm it meets underwriting guidelines and loan product requirements
  • Review closing costs with the broker or consumer and coordinate closings with internal closers
  • Partner closely with underwriters to understand conditions and clearly explain them to the broker or consumer
  • Identify and resolve issues, escalating to management as appropriate
  • Manage the closing schedule and communicate updates to all appropriate parties
Qualifications
  • 3+ years of wholesale lending experience as an Account Manager
  • Experience supporting Non-QM loans and QM products including FHA, VA, USDA, and Conventional
  • Working proficiency in Encompass
  • Ability to manage a high-volume pipeline and multiple priorities in a deadline-driven environment
  • Strong communication skills with a consistent, service-minded approach
NMS Disclaimer

National Mortgage Staffing (NMS) is a recruiting firm. Our client sets the position requirements and makes all hiring decisions.

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