Account Manager

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

• 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

• 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

Medical, dental, vision, wellness programs, EAP counseling services, FSA & HSA, company sponsored life insurance for employee, voluntary life insurance for employee, spouse and child, AD&D Insurance, voluntary short-term and long-term disability, critical illness insurance, accident insurance, legal assistance, pet insurance, living will and trust preparation discounts, commuter program, annual walking challenge, employee appreciation events and monthly sales awards.