Account Manager (Wholesale Nonqm)

Job Description

Job Description

Description:

• Manage a pipeline of loans, ensuring timely movement from submission through funding while providing exceptional service to brokers and borrowers.
• Serve as the primary point of contact for brokers, borrowers, and internal departments (Sales, Underwriting, Disclosures, Docs, Funding), facilitating smooth and clear communication throughout the loan lifecycle.
• Review loan files for completeness and accuracy, coordinating with all relevant parties to obtain outstanding documentation.
• Collaborate closely with internal departments to ensure loans meet all underwriting conditions and are cleared to close within required timelines.
• Monitor and update key loan milestones within the LOS, ensuring accurate and timely system updates.
• Resolve issues or discrepancies quickly and effectively to prevent delays in the loan process.
• Educate brokers and clients on Non-QM loan products, documentation requirements, and loan status updates.
• Maintain knowledge of current Non-QM guidelines, company policies, and industry regulations.
• Consistently meet or exceed pipeline productivity and turn-time expectations.
• Provide feedback and suggestions to management on process improvements and broker experience enhancements.

• Minimum of two (2) years of mortgage experience, preferably in Non-QM loan processing or account management.
• Proven success in managing a loan pipeline from submission to funding.
• Strong understanding of Non-QM products and guidelines.
• Experience with Lending QB/Meridian Link is highly preferred.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with internal and external partners.
• Exceptional organizational and multitasking abilities with keen attention to detail.
• Strong problem-solving skills with the ability to adapt in a fast-paced environment.
• Proficient in MS Office and mortgage loan origination systems.
• Customer-focused with a positive, team-oriented attitude.