The job you are trying to view has expired. Please perform a new search to find current jobs.

Account Manager, Senior

AMERICAN HERITAGE LENDING LLC -
United States

Job Details

Full-time
$76,000 - $90,000 a year

Benefits

AD&D insurance
Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Underwriting guidelines adherence
Mortgage compliance
Data analysis skills
Research
Microsoft Office
Bachelor's degree

Full Job Description

Position Overview

The Third-Party Origination (TPO) Account Manager, Senior is responsible for managing and optimizing the company’s pricing and promotion strategies to drive profitability through increased margins and loan volume. This role focuses on maximizing the value of trade promotion investments while developing and maintaining strong relationships with existing clients and high-level Account Executives.

In addition to managing loans submitted by third-party originators, the Senior Account Manager proactively oversees pipeline management to ensure loans progress efficiently from file receipt through closing, maintaining turn times of 21 days or less. The role includes advanced responsibility for condition authority, including clearing conditions across multiple credit authority levels while ensuring a high standard of quality and compliance. The Senior Account Manager also supports training initiatives and the development of training documentation to promote consistency, efficiency, and operational excellence across the team.

Minimum Qualifications:

Added requirements related to credit and condition authority, JR underwriting authority, training and mentorship responsibilities, maintaining disciplined turn times, and supporting efficient clear-to-close execution.

Essential Duties and Responsibilities:

Condition authority / clearing conditions / clear-to-close enablement
Driving turn times to 21 days or less
Training Account Managers + maintaining training documentation/job aids
Instrumental partnership with high-level Account Executives
High-quality standard for production and conditions cleared
Provides support via inbound and outbound telephone calls and email in an efficient and professional manner.
Provides proactive review of client’s pipelines in order to expedite loans through the process, increasing overall pull-through ratio. Communicate regularly with client and Account Executive regarding status of the file and any outstanding conditions needed.
Provides direction and training to clients on operational policies and procedures.
Applies experienced problem-solving techniques to successfully address and resolve any issues for both internal and external clients to continuously improve processes and provide a competitive advantage through relational interaction and operational excellence.
Enhances client relationships by proactively identifying and assisting with client issues regarding loan commitments, registrations, delivery, and final documentation, by working with internal team members to address issues through internal processes, facilitate exceptional communication and provide solutions for the client.
Provides support by reviewing loan submissions to verify the accuracy and completeness of the documentation and data.
Maintains and updates loan application information within the loan origination software and other applications.
Gathers all required documentation prior to closing and resubmits for final approval.
Verifies the data collected, analyzes, and determines whether it meets guidelines or if additional documentation is required; documents communication through the conversation log; ensures application follows underwriting policies; investor; and RESPA guidelines.
Completes final evaluation and analysis of completed application packages and submits eligible files for underwriting approval specifying any applicable conditions.
Notates denial or withdrawal status in LOS and submits to adverse desk for review.
Assists with onboarding of new clients and facilitating new client orientation calls to train on technology, systems, and procedures. Monitor inquiries to proactively identify training opportunities both for individual clients and other clients as trends reveal.
Works closely with Account Executive and Sales Management in developing growth strategies and increase market share opportunities.

Minimum Qualifications (Skills, Knowledge & Abilities):

Strong analytical, problem solving and decision-making skills to effectively resolve complex issues.

Demonstrate excellent written/verbal communications skills with all levels of the organization.
Superior customer service skills area must.
Knowledge of mortgage lending, including mortgage laws, procedures, and regulations.
Strong ability to work independently and as a team player.
Strong attention to detail and excellent research abilities.
Strong ability to organize, prioritize and multi-task.
Ability to think critically and respond to the time-sensitive needs of the client.
Initiative, drive, self-motivation, good judgment, and commitment to assuming roles of increasing responsibility.
Experience with MS Office and Excel.

Experience and Education:

Bachelor’s Degree

1-2 years’ experience with project management or account management
5-7 years of mortgage experience in processing and/or underwriting

Physical Demands:

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment:

This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 25 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.

Job Classification:

Non-Exempt

Location:

Remote

Benefits:

Medical
Dental
Vision
Basic Life & AD&D
Matching 401(k)
Paid Time Off
Paid Holidays

Why American Heritage Lending:

We are a high-growth Company that doubled our staff in 2022
Competitive Salary
Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
We are not impacted by the volatility of the interest rate

This Company describes its culture as:

Family-Accountability-Integrity-Teamwork-Have fun along the way

Start your career today with American Heritage Lending!

Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities

Job Seeker Tools

Employer Tools

Browse

Stay Connected