Account Manager (Wholesale Nonqm)

Overview

Manage a pipeline of loans, ensuring timely movement from submission through funding while providing exceptional service to brokers and borrowers. Serve as the primary point of contact for brokers, borrowers, and internal departments (Sales, Underwriting, Disclosures, Docs, Funding), facilitating smooth and clear communication throughout the loan lifecycle.

Responsibilities

• Review loan files for completeness and accuracy, coordinating with all relevant parties to obtain outstanding documentation.
• Collaborate closely with internal departments to ensure loans meet all underwriting conditions and are cleared to close within required timelines.
• Monitor and update key loan milestones within the LOS, ensuring accurate and timely system updates.
• Resolve issues or discrepancies quickly and effectively to prevent delays in the loan process.
• Educate brokers and clients on Non-QM loan products, documentation requirements, and loan status updates.
• Maintain knowledge of current Non-QM guidelines, company policies, and industry regulations.
• Consistently meet or exceed pipeline productivity and turn-time expectations.
• Provide feedback and suggestions to management on process improvements and broker experience enhancements.

Requirements

Seniority level

Employment type

Job function

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