Account Manager

Job Description

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

• 3-5 years of recent wholesale account management/loan processing experience in a mortgage banking company or related financial institution
• Experience with state and federal compliance regulations
• Experience reviewing income documentation and financial statements
• Perform duties under minimal supervision
• Excellent written and verbal communication skills
• Strong time management skills
• Detail oriented, meet deadlines, and work in a fast‑paced environment
• Team player
• High School Diploma or equivalent

• Manages pipeline for all assigned Account Executives (submission to funding)
• Pre‑underwrites loans
• Acts as liaison between sales and operations staff
• Reviews loan conditions and documentation received from brokers
• Follows up on funding conditions
• Answers questions from brokers and their loan officers
• Meets assigned monthly closing goals
• Completes any additional projects/duties assigned by Management

• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance

• Monday to Friday

• Bonus opportunities

• Wholesale account management: 3 years (Preferred)
• Pre‑underwriting loan: 2 years (Preferred)
• Sales: 3 years (Preferred)

• Santa Ana, CA:
  Relocate before starting work (Required)

In person

All your information will be kept confidential according to EEO guidelines.