Emporium TPO

Account Manager

Position

Account Manager

Reports To: Operations Manager

Job Summary: Responsible for managing the pipelines of the Account Executives they support. The Account Manager's role is to facilitate the movement of loans in their pipeline, from submission to funding, so that loans are funded as quickly and efficiently as possible.

Essential Job Functions

  • Be a subject matter expert on all loan products offered by the Company
  • Be a subject matter expert on the underwriting requirements of each loan product, handling all pre-submission questions from their mortgage brokers
  • Understand the rate sheets and pricing for each loan product, handling pricing related questions from their mortgage brokers
  • Be knowledgeable in the rate lock process and requirements, answering lock-related questions from their mortgage brokers
  • Have a thorough understanding of the processes required to successfully move a loan from submission to funding
  • Work closely with their assigned Account Executive(s) to ensure there is excellent communication and problem resolution on all loans in their pipeline
  • Review daily reports to monitor and address lock expirations
  • Work with submitting mortgage brokers, as needed, to provide them with guidance on how to properly satisfy underwriting or funding conditions
  • Set monthly funding volume targets with a disciplined plan to achieve those targets
  • Participate in regular operations meetings to stay informed on Company goals, product and/or pricing changes, or other topics shared by the Operations Manager
  • Communicate daily, by phone and email, with all assigned Account Executives to ensure excellent customer service is provided on each loan submission
  • Communicate daily, by phone and email, with all assigned mortgage brokers with submitted loans to ensure issues are addressed promptly, conditions are delivered promptly, and loans move from submitted to funded as efficiently as possible
  • Serve as a role model for peers and associates, acting in an ethical & professional manner in all respects

Essential Job Skills

  • Ability to work with and through other people to achieve individual and team goals
  • Excellent written and verbal communication skills
  • Excellent problem identification and resolution skills
  • Thorough understanding of Agency, Non-Agency, Jumbo, and Investor loan programs, and requirements
  • Thorough understanding of loan pricing and lock requirements
  • Ability to review daily pipeline reports and prioritize the tasks needing completion in order to move loans through the pipeline to funding

Qualifications and Experience

  • Ability to work with and through other people to achieve individual and team goals
  • Excellent written and verbal communication skills
  • Excellent problem identification and resolution skills
  • Thorough understanding of Agency, Non-Agency, Jumbo and Investor loan programs, and requirements
  • Thorough understanding of loan pricing and lock requirements
  • Ability to review daily pipeline reports and prioritize the tasks needing completion in order to move loans through the pipeline to funding

If you do not meet all of the requirements listed in this job description, we still encourage you to apply! We carefully review every application and consider all projects, education, and certifications in addition to professional experience.

Emporium TPO is an equal opportunity employer. All candidates will be equally considered for employment regardless of age, sex, gender identity, sexual orientation, national origin, citizenship, race, religion, veteran status, or disability.

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