Wholesale Loan Processor
Job Description
The Account Manager acts as the Customer Service liaison responsible for building strong relationships with brokers.
Essential Duties and Responsibilities
o Responds promptly and courteously to broker status calls; coordinates special needs through the appropriate staff member. o Maintains constant Brokers contact on status of conditions, file movement and turn times. o Follows process order as conditions are signed off and new information is received. o Follows up on lock expirations for both un-submitted and approved files to ensure funding within lock period. o Prepares files for documents to be drawn. o Assists in logging in conditions, new files, and funding packages. o Answers product questions and resolves customer service issues. o Manages pipeline reports to assure reporting integrity. o Demonstrates excellent product, underwriting, and compliance knowledge, combined with good problem solving skills. o Verifies receipt of Broker Fee Sheet. Verifies fees with the broker and confirms fees to original GFE in file. o Maintains data entry in DataTrac to properly track the forward movement of the file. o Handles a high call volume, and must prioritize and accomplish various tasks at any given time.
Preferred Qualifications
o Must have 3
years of mortgage industry experience. o Demonstrated extensive experience as a senior level processor, or in an underwriting related function. o Ability to handle a high call volume, and must prioritize and accomplish various tasks with a large workflow. o Excellent organizational and customer service skills are essential. o Must be Resourceful. o Proficient in Microsoft suite of product; Outlook, Word, Excel, PowerPoint etc. o Ability to work in a fast paced fluid environment. o Excellent communication skills both written and verbal. o High level of integrity and confidentiality required.Estimated Salary: $20 to $28 per hour based on qualifications.
The Account Manager acts as the Customer Service liaison responsible for building strong relationships with brokers.
Essential Duties and Responsibilities
o Responds promptly and courteously to broker status calls; coordinates special needs through the appropriate staff member. o Maintains constant Brokers contact on status of conditions, file movement and turn times. o Follows process order as conditions are signed off and new information is received. o Follows up on lock expirations for both un-submitted and approved files to ensure funding within lock period. o Prepares files for documents to be drawn. o Assists in logging in conditions, new files, and funding packages. o Answers product questions and resolves customer service issues. o Manages pipeline reports to assure reporting integrity. o Demonstrates excellent product, underwriting, and compliance knowledge, combined with good problem solving skills. o Verifies receipt of Broker Fee Sheet. Verifies fees with the broker and confirms fees to original GFE in file. o Maintains data entry in DataTrac to properly track the forward movement of the file. o Handles a high call volume, and must prioritize and accomplish various tasks at any given time.
Preferred Qualifications
o Must have 3
years of mortgage industry experience. o Demonstrated extensive experience as a senior level processor, or in an underwriting related function. o Ability to handle a high call volume, and must prioritize and accomplish various tasks with a large workflow. o Excellent organizational and customer service skills are essential. o Must be Resourceful. o Proficient in Microsoft suite of product; Outlook, Word, Excel, PowerPoint etc. o Ability to work in a fast paced fluid environment. o Excellent communication skills both written and verbal. o High level of integrity and confidentiality required.Estimated Salary: $20 to $28 per hour based on qualifications.
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