Account Manager Team Lead, Account Managers, Account Manager Assistants

the Lender, founded by industry veterans, has become a leader in the mortgage industry over the past eight years, earning the #1 spot in real estate on the INC 5000 list. With over $11 billion in funded loans, including $6 billion in NonQM loans, the Lender remains committed to innovation and excellence in the mortgage sector. As an approved FNMA/FHLMC seller servicer, our mission is to transform the mortgage landscape while delivering exceptional solutions and services to clients.

Our dedicated team is the driving force behind our success, supported by our operations in Lake Forest, CA, and compliance with all necessary licensing and regulatory standards.

Full‑time, remote opportunities are available for one Account Manager Team Lead, several Account Managers (AM), and multiple Account Manager Assistants (AMA).

• Oversee daily team pipeline management, including condition follow‑up, vendor follow‑up, aged/dormant loan reviews, and data integrity within the LOS.
• Collect loan data from the Account Manager team and provide the Account Manager Supervisor with volume projections and status updates (e.g., month‑end fundings, AM/AMA performance).
• Manage a small personal pipeline and communicate with all relevant parties—Loan Originators, Brokers, Processors, Underwriters, Funders, Doc Drawers, and leadership—to ensure transparency on loan status and outstanding requirements.
• Maintain strong knowledge of non‑QM products (including second mortgages and HELOCs) and FNMA/FHLMC, FHA, and VA programs.
• Provide daily loan status updates to brokers and loan originators for assigned files.
• Coach, mentor, and train team members to support performance and development.
• Deliver morning, midday, and end‑of‑day pipeline updates to management.
• Respond promptly to internal and external inquiries regarding loan conditions and required documentation.
• Review submitted conditions for accuracy, upload/attach documentation, and resubmit files to underwriting in a timely manner.
• Complete required change of circumstance documentation and request LE/CD re‑disclosures within mandated time frames.
• Recommend process improvements to enhance efficiency and elevate the broker and borrower experience.
• Model company values by maintaining the highest standards of ethics and professionalism.
• Perform additional duties and special projects as assigned.

• Bachelor’s degree in business, finance, or a related field preferred.
• Minimum 3 years of recent management experience and 2 years of current wholesale mortgage processing experience.
• Proficiency with Encompass
  360 LOS.
• Working knowledge of FHA/VA/USDA, FNMA/FHLMC, and investor underwriting guidelines.
• Understanding of non‑QM loan programs preferred.
• Strong knowledge of lending compliance and regulatory requirements.
• Ability to identify and resolve issues efficiently.
• Excellent communication skills to support teamwork and stakeholder relationships.
• Strong organizational and time‑management abilities.
• Ability to multitask and thrive in a deadline‑driven environment.
• Effective team leadership skills, including pipeline oversight and meeting closing targets.
• Experience training and mentoring team members.
• Strong analytical skills to assess client needs, identify solutions, and monitor team performance.
• High attention to detail and ability to maintain confidentiality.
• Strong pipeline management and customer service skills.

• Conduct daily pipeline reviews, including condition follow‑up, vendor follow‑up, aged/dormant loan reviews, lock status checks, and COCs.
• Manage pipeline and communicate with Loan Originators, Brokers, Processors, Underwriters, Funders, Doc Drawers, and/or the Team Lead to ensure all parties remain informed of loan status and outstanding requirements.
• Maintain strong knowledge of non‑QM products (including second mortgages and HELOCs) and FNMA/FHLMC, FHA, and VA programs.
• Provide daily loan status updates to brokers and loan originators.
• Respond to internal and external inquiries regarding loan conditions and documentation.
• Review submitted conditions for accuracy, upload/attach…