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Mortgage Account Manager

Company: Excelerate Capital
Location: Newport Beach
Posted on: January 9, 2021

Job Description:

Job DescriptionAccount Manager (AM) is responsible for facilitating loans in process from initial decision to funding while upholding high standards of customer service and quality of work. Duties include obtaining documentation from Brokers, adhering to the company's Service Level Agreement (SLA) turn times, and having a working knowledge of the loan products and guidelines necessary to facilitate a smooth processRESPONSIBILITIES:

  • Work directly with brokers on conditions, documents and questions
  • Effectively manage pipeline of 50+ loans
  • Clear conditions in a timely manner
  • Organize, index and evaluate imaged documents
  • Pre-screen all conditions before forwarding to underwriting for clear to close
  • Keep files compliant and generate and send LEs and CDs
  • Must be able to multitask and have a great attitude
  • Proactively solve issues and provide solutions; executing as appropriate
  • Adhere to all applicable policies and procedures, governing regulations, including compliance
  • Ensure excellent service is provided to our internal and external customers/partners
  • Work closely with Broker, Account Executive, Underwriter and the Funding team to move file through process
  • Assist other AM
  • Performs other related duties as assigned.Required Skills:
    • Minimum of 3 years' experience as an Account Manager
    • Extensive knowledge of FHA, VA, Conventional and NoN-QM loan programs for both purchase & refinances
    • Must have Wholesale experience
    • Understanding of mortgage processing, underwriting and closing procedures
    • Experience with both wet & dry states
    • Ability to work independently and anticipate needs
    • Present example of team spirit
    • Excellent time management skills
    • Excellent customer service skills
    • Strong written and verbal communication skills
    • Detail oriented and quality focused
    • Problem solving and decision-making abilities
    • Ability to effectively handle multiple tasks and manage projectsAbout Excelerate Capital!Welcome to Excelerate Capital, the innovator in NONQM lending. We have one goal and one goal only. To provide a world class experience in mortgage lending. To fulfill that lofty goal, we committed to providing: a wide array of loan products, flexible and common-sense underwriting guidelines, competitive pricing, and excellent customer service.Excelerate Capital is the trusted name in providing expanded loan products for every stop of our clients' lives. As a leader in wholesale and alternative lending, our mission is to provide our clients the certainty and assurance of a reliable solution fit their unique needs.Our corporate President often says, "our employees are our most important customers," so are you interested in being a part of a dynamic organization that is redefining an industry? Here at Excelerate Capital, we are experiencing growth and continue to look for experienced Loan Officers and Account Executives to help us reach our greatest potential. Come join our team in Newport Beach to help reshape the residential lending landscape and make products that affect millions nationwide.Visit us on!Company Website: www.exceleratecapital.comFacebook: https://www.facebook.com/ExcelerateCapital/Instagram: https://www.instagram.com/exceleratecapital/Linkedin: linkedin.com/company/exceleratecapital/Benefits!Dental InsuranceFlexible ScheduleHealth InsurancePaid Accrued Time OffPaid Accrued Sick Time OffVision InsurancePowered by JazzHRpDKXc36i6A

Keywords: Excelerate Capital, Newport Beach , Mortgage Account Manager, Executive , Newport Beach, California

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