Business Services & Consulting • all cities, TX 44
Wholesale Mortgage Account Manager (44)
all cities, TX 44On-sitePosted 1 day ago
Business Services & Consulting
About the Role
Wholesale Mortgage Account Manager
The Wholesale Mortgage Account Manager is responsible for helping sign-up and train new broker partners, servicing existing brokers, and liaising between brokers and operations. Standards are high in this role, as our aim is to provide an outstanding broker/customer experience.
Duties and Responsibilities
Maintain a high level of mortgage product and guideline knowledge to effectively communicate with brokers and their team. This may include answering loan scenario questions.
Work closely with the internal wholesale operations team, including underwriting and closing, to ensure broker questions are answered in a timely manner.
Provide training on systems, policies procedures, products, guidelines, updates, etc.
Cultivate and nurture relationships with existing wholesale accounts to provide exceptional customer service.
Maintain current knowledge of industry trends to anticipate and proactively meet customer needs.
Wear a variety of hats to help where needed.
Other duties as assigned.
Requirements
Qualifications
3+ years of experience in the mortgage industry.
Former mortgage underwriters or closers preferred. No sales experience necessary.
Excellent communication skills, both written and verbal.
Ability to manage and prioritize a wide variety of tasks quickly in a fast-paced environment.
Familiarity with conventional and FHA guidelines.
High comfort level with technology and web-based tools.
Inclination for action.
Bachelor's degree or equivalent professional work experience.
Wholesale Mortgage Account Manager
The Wholesale Mortgage Account Manager is responsible for helping sign-up and train new broker partners, servicing existing brokers, and liaising between brokers and operations. Standards are high in this role, as our aim is to provide an outstanding broker/customer experience.
Duties and Responsibilities
Maintain a high level of mortgage product and guideline knowledge to effectively communicate with brokers and their team. This may include answering loan scenario questions.
Work closely with the internal wholesale operations team, including underwriting and closing, to ensure broker questions are answered in a timely manner.
Provide training on systems, policies procedures, products, guidelines, updates, etc.
Cultivate and nurture relationships with existing wholesale accounts to provide exceptional customer service.
Maintain current knowledge of industry trends to anticipate and proactively meet customer needs.
Wear a variety of hats to help where needed.
Other duties as assigned.
Requirements
Qualifications
3+ years of experience in the mortgage industry.
Former mortgage underwriters or closers preferred. No sales experience necessary.
Excellent communication skills, both written and verbal.
Ability to manage and prioritize a wide variety of tasks quickly in a fast-paced environment.
Familiarity with conventional and FHA guidelines.
High comfort level with technology and web-based tools.
Inclination for action.
Bachelor's degree or equivalent professional work experience.
What You'll Do
Maintain a high level of mortgage product and guideline knowledge to effectively communicate with brokers and their team. This may include answering loan scenario questions.
Work closely with the internal wholesale operations team, including underwriting and closing, to ensure broker questions are answered in a timely manner.
Provide training on systems, policies procedures, products, guidelines, updates, etc.
Cultivate and nurture relationships with existing wholesale accounts to provide exceptional customer service.
Maintain current knowledge of industry trends to anticipate and proactively meet customer needs.
