Wholesale Account Manager

Job Summary

Managing the efficient processing of wholesale mortgage loans, the full-time remote Wholesale Account Manager will facilitate communication between brokers and the wholesale team, ensure compliance with regulations, and provide exceptional customer service throughout the loan process.

Key responsibilities

• Facilitate timely communication between approved brokers and internal teams to meet closing deadlines
• Collect and organize necessary documentation from applicants and third-party sources for loan processing
• Prepare and submit completed loan packages to underwriting, ensuring adherence to compliance standards

Required qualifications

• Bachelor's degree or equivalent experience in a related field; or an associate degree with two years of experience; or a high school diploma with four years of experience
• One year of progressive experience in mortgage loan processing
• Experience with Non-QM mortgage loan products and compliance regulations
• Proficiency in Microsoft Office 365 and loan origination systems, preferably Encompass
• Willingness to pursue continuing education and certifications relevant to the role