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CMG Financial · 17 hours ago

Mortgage Account Manager (Wholesale)

United States

Full-time

Remote

Mid Level

$25/hr - $35/hr

3+ years exp

CMG Financial is a company focused on the mortgage industry, and they are seeking a Wholesale Account Manager to work directly with brokers in a supportive role. The role involves managing communication, processing functions, and maintaining an extensive pipeline of loans.

BankingMortgage

Growth Opportunities

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

Manages 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

Manages 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

Maintaining an approved pipeline size of 50-100 loans with funding at least 50 loans a month

Qualification

Mortgage industry experienceProcessing experienceMicrosoft Suite proficiencyOrganizational skillsCustomer service skillsCommunication skillsIntegrityConfidentiality