Mortgage Account Manager
Skills
- 1–3+ years experience as a Processor or Account Manager in mortgage lending
- Tenacious follow-up and strong task ownership
- Excellent verbal and written communication and professionalism
- Organized, deadline-driven, and detail-oriented
- Familiarity with Salesforce or other CRM/LOS platforms
- Ability to learn non-QM products and lending guidelines quickly
- Strong stakeholder management and cross-functional collaboration
- Comfort with remote work and occasional travel for training
Responsibilities
- Provide white-glove service to brokers from submission through closing, ensuring timely and professional communication.
- Manage active loan pipelines alongside Account Executives and Underwriters to keep files moving.
- Review, sort, and convert underwriting conditions within 24 hours.
- Maintain accurate, up-to-date records in Salesforce and internal systems.
- Anticipate broker questions and send proactive follow-ups and status updates.
- Collaborate cross-functionally with Sales, Underwriting, Closing, and Funding teams to resolve issues.
- Learn non-QM products and guidelines to quickly troubleshoot and solve problems.
- Share process improvement ideas to elevate service and operational efficiency.
Education
- High school diploma or equivalent required
- Bachelor's degree preferred but not required
Benefits
- Fully remote flexibility with occasional travel to Fort Lauderdale for training
- Tech-forward systems and tools at a fast-growing company
- Supportive, inclusive, and collaborative culture
- Commitment to professional development and career growth
- Highly subsidized health, vision, dental, and life insurance
- 401(k) program
- 15 days of PTO to start plus 9 paid holidays
- Recognized employer (Great Place to Work certified; Scotsman Guide Top Workplace)
Average salary estimate
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