Account Manager
Listed on 2026-07-10
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Finance & Banking
Banking & Finance -
Sales
Banking & Finance
What You'll Do
As an Account Manager you will be accountable for the operational management of client relationships, providing quality service by maintaining client accounts and pipeline management.
- Manage a pipeline of 100‑125 active units, maintaining constant client contact and ensuring clients are aware of outstanding conditions, approaching deadlines, and supporting the forward movement of the file through excellent communication.
- Manage loan locks and expirations through proactive contact.
- Meet KPI goals defined by leadership, including response time, customer service quality, production, and guideline proficiency, handling a high call/email volume while prioritizing tasks.
- Answer product questions and resolve customer service issues, demonstrating proficiency with agency guidelines and internal resources, effectively answering approximately 90% of client inquiries.
- Review documentation and clear or create conditions as needed, managing all withdrawal/cancellation requests.
- Run daily reporting, manage aged loans, and oversee sellers’ pipeline forward toward funding.
TX – Dallas/Irving
What You’ll Need- 2+ years of related experience in Mortgage Operations and Originations, Wholesale Mortgage Lending, Client‑Facing or similar field.
- High school diploma required;
Bachelor’s degree in a related field preferred. - Intermediate knowledge of the residential mortgage industry in Correspondent or Retail Lending, including sales, operations, capital markets and other residential mortgage products and services.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Intermediate knowledge of MS Office products.
- Intermediate experience with client or customer‑facing mortgage in the correspondent or wholesale space, Mortgage Loan Processing or Underwriting experience.
- Advanced speaking and writing communication skills.
- Competitive salaries and ownership stake in the company.
- Medical and dental insurance, time off, and a great 401(k) matching program.
- Tuition assistance program, employee volunteer program, and a wellness program.
- Opportunity to learn the ins and outs of how successful companies operate and manage their finances, providing invaluable hands‑on experience to grow your career.
Ameri Home Mortgage is a Western Alliance Bank company. Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation, serving clients nationwide and including six legacy bank brands that remain part of the company’s heritage.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation of origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. The company is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email or call 602‑386‑2488.
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