CMG Financial · 1 day ago
Mortgage Account Manager Assistant
United States
Full-time
Remote
Mid Level
$20/hr - $22/hr
3+ years expCMG Financial is a mortgage company that is seeking a Mortgage Account Manager Assistant to support brokers and manage communication on their behalf. The role involves responding to broker inquiries, managing the pipeline, and ensuring data integrity in mortgage processing tasks.
BankingMortgage
Responsibilities
Responds promptly to broker calls; coordinates special needs through the appropriate staff members
Maintains communication with the Broker on status of conditions, file movement and turn times
Completes the process flow as conditions are signed off and new information is received
Assists Managing the lock expirations on approved files to ensure funding within the lock period
Coordinates order out tasks through internal and third parties
Prepares the files for the CD to be issued
Assists in reviewing conditions, and insuring data/document integrity prior to underwriter’s final review
Answers product questions and resolves customer service issues
Assists in managing pipeline reports to ensure reporting integrity and assure closing dates can be maintained
Demonstrates excellent product, underwriting, and compliance mortgage knowledge
Completes data entry into Byte for all necessary documentation
Must prioritize and accomplish various tasks at any given time
Completes and updates Verbal VOE's as necessary
Qualification
Required
Responds promptly to broker calls; coordinates special needs through the appropriate staff members
Maintains communication with the Broker on status of conditions, file movement and turn times
Completes the process flow as conditions are signed off and new information is received
Assists Managing the lock expirations on approved files to ensure funding within the lock period
Coordinates order out tasks through internal and third parties
Prepares the files for the CD to be issued
Assists in reviewing conditions, and insuring data/document integrity prior to underwriter's final review
Answers product questions and resolves customer service issues
Assists in managing pipeline reports to ensure reporting integrity and assure closing dates can be maintained
Demonstrates excellent product, underwriting, and compliance mortgage knowledge
Completes data entry into Byte for all necessary documentation
Must prioritize and accomplish various tasks at any given time
Completes and updates Verbal VOE's as necessary
Preferred
Must have 3-5+ years of mortgage industry experience
Demonstrated extensive experience as a processor, or in an underwriting related function
Ability to handle a high call volume, and prioritization to accomplish various tasks with a large workflow
Excellent organizational and customer service skills are essential
Must be resourceful, and capable of working independently
Proficient in Microsoft suite of product; Outlook, Word, Excel, PowerPoint etc
Ability to work in a fast-paced fluid environment
Excellent communication skills both written and verbal
High level of integrity and confidentiality required
Company
CMG Financial
CMG Financial is a well-capitalized, privately held mortgage-banking firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Paula White
Senior Vice President,Senior Loan Officer
Christopher George
President
Recent News
2025-12-09
2025-12-02
2025-11-04
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