Agency Account Manager
Santa Ana, CA - USA
Job Summary
Job Title: Broker Concierge
Department: Credit - Agency
Reports To: VP Credit - Agency
FLSA Status: Non-Exempt
PRIMARY FUNCTIONS: We are seeking a detail-oriented and customer-focused Account Manager to join our team. This role is pivotal in providing a white glove service to our brokers ensuring smooth and efficient loan processing and closing experiences. As a liaison between brokers Account Executives (AEs) and Underwriters you will oversee the loan manufacturing process from start to finish with precision and exceptional communication.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Serve as the primary liaison between brokers Account Executives and Underwriters delivering exceptional personalized service.
- Manage condition submissions to Underwriters ensuring efficient and timely reviews.
- Sign off on designated conditions within granted authority.
- Effectively oversee communication and coordination throughout the loan manufacturing process driving loans to close quickly efficiently and seamlessly.
DESIRED PERSONAL CHARACTERISTICS:
- Ability to work independently with minimal supervision.
- Ability to prioritize work and meet deadlines.
- Good organizational skills to ensure data integrity
- Strong mathematical aptitude and data analysis skills.
- Must be a team player with strong attention to detail and able to work independently
- Proven track record at delivering timely and accurate information in a fast-paced environment
- Excellent critical thinking problem-solving mathematical skills and sound judgment
Qualifications :
JOB REQUIREMENTS:
- Thorough understanding of mortgage loan requirements including GSE (Fannie Mae and Freddie Mac) FHA and VA guidelines.
- Solid knowledge of TRID (TILA-RESPA Integrated Disclosure) regulations and closing practices in both wet and dry funding states.
- Prior Junior Underwriting experience is a plus.
- Excellent organizational and communication skills with a proactive and solution-oriented mindset.
EDUCATION:
- High School Diploma
EXPERIENCE:
- Minimum of 5 years of processing experience with a strong focus on delivering an outstanding customer experience.
- Familiarity with advanced loan processing systems and tools.
- Demonstrated ability to thrive in a fast-paced deadline-driven environment.
PHYSICAL REQUIREMENTS:
- This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
Key Skills
About Company
HomeXpress – Your Leading Non-QM Mortgage Lender.Join our growing team and be part of the Top Non-QM Lender in the Business.We are known for closing mortgage loans with speed, ease, and convenience.Licensed in 46 States, we provide brokers with a full suite of mortgage products, inclu ... View more