Wholesale Mortgage Account Manager

FLSA Classification: Exempt

Reports to: co-CEO

Work Location: Remote

Summary:

The Wholesale Mortgage Account Manager is responsible for helping sign-up and train new broker partners, servicing existing brokers, and liaising between brokers and operations. Standards are high in this role, as our aim is to provide an outstanding broker/customer experience.  

Duties and Responsibilities

• Maintain a high level of mortgage product and guideline knowledge to effectively communicate with brokers and their team. This may include answering loan scenario questions.
• Work closely with the internal wholesale operations team, including underwriting and closing, to ensure broker questions are answered in a timely manner. 
• Provide training on systems, policies procedures, products, guidelines, updates, etc.
• Cultivate and nurture relationships with existing wholesale accounts to provide exceptional customer service.
• Maintain current knowledge of industry trends to anticipate and proactively meet customer needs.
• Wear a variety of hats to help where needed.
• Other duties as assigned.

Qualifications

• 3+ years of experience in the mortgage industry.
• Former mortgage underwriters or closers preferred. No sales experience necessary.
• Excellent communication skills, both written and verbal.
• Ability to manage and prioritize a wide variety of tasks quickly in a fast-paced environment.
• Familiarity with conventional and FHA guidelines.
• High comfort level with technology and web-based tools.
• Inclination for action.
• Bachelor’s degree or equivalent professional work experience.