TPO Mortgage Account Manager

Job Description

Job Description

SUMMARY :

We're looking for a detail-driven, client-focused Mortgage Account Manager to own the pipeline experience from submission through closing for our Third-Party Origination (TPO) channel. You'll partner with Account Executives to support Mortgage Broker and Non-Delegated Correspondent clients, ensuring every loan moves efficiently, compliantly, and with the highest level of service.

You'll be the go-to contact for brokers, borrowers, and internal partners, driving loan progress, anticipating issues, and delivering a white-glove client experience. If you thrive in a fast-paced environment, take initiative, and have a passion for operational excellence, this is where you'll make an impact.

V.I.P. Mortgage TPO Channel is in a period of strategic growth and evolution. We're refining systems, elevating the client experience, and challenging ourselves to operate smarter every day. You'll be part of a team that values initiative, welcomes feedback, and embraces change as the path to better performance and stronger relationships.

ESSENTIAL JOB FUNCTIONS :

• Own the pipeline : Manage 50+ active loan files per month from application through funding, tracking every milestone and ensuring timely movement through the loan lifecycle.
• Be the loan-level point of contact : Serve as the primary liaison for brokers, clients, and internal teams (Sales, Underwriting, Disclosures, Docs, and Funding) to ensure clear, proactive communication.
• Drive file readiness : Review submissions for completeness and accuracy, coordinating with all relevant parties to obtain outstanding documentation and satisfy all conditions.
• Keep the process on track : Monitor and update key loan milestones within the LOS, maintaining accurate, real-time status visibility for all stakeholders.
• Collaborate across departments : Partner with Underwriting, Operations, and Funding to clear conditions, prevent bottlenecks, and ensure on-time closings.
• Solve problems before they happen : Identify issues or discrepancies early, act decisively to resolve them, and communicate solutions quickly to avoid delays.
• Educate and empower clients : Provide guidance on loan programs, documentation requirements, and process best practices to help brokers and borrowers succeed.
• Stay current : Maintain up-to-date knowledge of guidelines, policies, and regulatory requirements to ensure compliance and accuracy.
• Deliver measurable results : Consistently meet or exceed pipeline productivity, turn-time, and service-level expectations.
• Contribute to improvement : Share feedback and ideas with management to enhance workflows, client experience, and operational efficiency.
• Other duties as assigned.

QUALIFICATIONS :

WORK ENVIRONMENT :

PHYSICAL DEMANDS :