HouseMax Funding ยท 1 week ago
TableFunder Account Manager
HouseMax Funding is a leading hard money lender focused on empowering real estate investors with fast, flexible financing solutions. The TableFunder Account Manager is responsible for managing broker relationships and overseeing DSCR loan files from submission through closing, ensuring high-touch communication and process integrity while serving as the central liaison between clients and internal teams.
Real Estate
Responsibilities
Build and maintain strong relationships with broker partners and internal teams
Maintain consistent, proactive communication throughout the loan lifecycle
Educate clients on product guidelines, documentation requirements, and timelines
Manage an active pipeline of DSCR loans from submission through closing
Monitor status updates daily and proactively address bottlenecks or delays
Ensure timely collection of borrower documentation and file updates
Collaborate with internal teams to move loans efficiently through processing, underwriting, and closing stages
Communicate critical file details and status updates to stakeholders
Escalate issues requiring exception review or operational support
Ensure loan files meet program guidelines and investor requirements
Track and document communication, milestones, and borrower information accurately within internal systems (e.g., CRM, LOS)
Deliver a frictionless client experience that supports retention and referral growth
Capture post-close feedback and suggest process improvements to enhance service delivery
Qualification
Required
Minimum 2 years experience in mortgage, private lending, or DSCR loan processing
Proven ability to manage high-volume pipelines with accuracy and urgency
Working knowledge of DSCR loan products, investor lending standards, and real estate finance
Strong written and verbal communication skills
Proficient in LOS, CRM platforms, and general productivity tools (Google Workspace, Microsoft Office, etc.)
Detail-oriented, process-driven, and customer-focused