Non-Delegated Account Manager
Listed on 2026-01-12
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Finance & Banking
Banking & Finance, Risk Manager/Analyst
Non-Delegated Account Manager – Western Alliance Bank
Location:
Westlake Village, CA
- Account Manager accountable for operational management of client relationships, maintaining a pipeline of 100–125 active units.
- Maintain constant client contact to inform clients of outstanding conditions, upcoming deadlines, and manage loan locks and expirations proactively.
- Meet KPI goals: response time, customer service quality, production, guideline proficiency; handle high call/email volume and prioritize tasks.
- Answer product questions and resolve customer service issues, demonstrating proficiency with agency guidelines and internal resources and effectively answering ~90% of client inquiries.
- Review documentation, clear or create conditions as needed, manage all withdrawal/cancellation requests.
- Run daily reporting, manage aged loans, oversee sellers’ pipeline toward funding.
- 2+ years related experience in Mortgage Operations and Originations, Wholesale Mortgage Lending, Client Facing or similar field.
- High school diploma required;
Bachelor’s degree in related field preferred. - Intermediate knowledge of residential mortgage industry in Correspondent or Retail Lending, sales, operations, capital markets and/or 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 salary, ownership stake, medical and dental insurance, time off, 401(k) matching program, tuition assistance, employee volunteer program, wellness program, and opportunities to grow business knowledge.
About The CompanyAmeri Home Mortgage is a Western Alliance Bank company. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank;
Member FDIC.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation 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 .
When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
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