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Western Alliance Bank · 2 hours ago

Non-Delegated Account Manager

Westlake Village, CA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Western Alliance Bank is a subsidiary of Western Alliance Bancorporation, and they are seeking a Non-Delegated Account Manager to manage client relationships and ensure quality service. The role involves operational management of client accounts, including pipeline management, client communication, and meeting key performance indicators.

BankingFinanceFinancial Services

Responsibilities

Manage pipeline of 100-125 active units. Maintain constant client contact – keeps client aware of outstanding conditions, approaching deadlines, and supports the forward movement of the file through excellent communication. Manage loan locks and expirations through proactive contact

Meet KPI goals as defined by leadership to include: response time, customer service quality, production, guideline proficiency. Handle a high call/email volume, and must prioritize and accomplish various tasks at any given time. Answer product questions and resolves customer service issues. Demonstrate proficiency with agency guidelines as well as internal resources, effectively answering ~90% of client inquiries

Review documentation and clear or create conditions as needed. Manage all withdraw/cancellation requests

Run daily reporting, managing aged loans, etc. Oversee sellers' pipeline forward towards funding

Qualification

Mortgage OperationsClient Facing ExperienceRegulatory ComplianceMS OfficeCommunication Skills

Required

2+ years of related experience in Mortgage Operations and Originations, Wholesale Mortgage Lending, Client Facing or similar field

High school diploma required; Bachelor's degree in related field preferred

Intermediate knowledge of residential mortgage industry in Correspondent or Retail Lending; including sales, operations, capital markets and/or other residential mortgage products and services

Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices

Intermediate knowledge of MS Office products

Intermediate experience with client or customer facing mortgage in the correspondent or wholesale space, Mortgage Loan Processing or Underwriting experience

Advanced speaking and writing communication skills