PENNYMAC · 1 day ago
Pipeline Accounts Manager II
Carrollton, TX
Full-time
Onsite
Senior Level
$55K/yr - $85K/yr
5+ years expPennyMac is a leading mortgage company seeking a Pipeline Accounts Manager II to enhance client relationships and ensure a top-tier client experience. The role involves managing complex client accounts, resolving issues, and collaborating with internal teams to meet operational goals.
BankingFinanceFinancial ServicesLendingMortgage
Responsibilities
Conduct daily review of active pipeline and identifies appropriate client follow-up actions
Interact with external clients providing reporting highlighting items requiring action, working with clients to solve open loan level items and documenting system of record with actions taken
Conduct client outreach to solicit feedback, provide trending and position the PennyMac value proposition
Manage high volume, high net worth, complex client accounts
Review pipeline of all loans within assigned client segment for invalid stipulations or identification of alternative solutions
Identify and resolve client issues/friction and escalate to management as appropriate
Work with internal Account Executives to deepen client relationships and drive repeat business
Interact with multiple departments to expedite processing and/or issue resolution
Manage inquiries to other Client Support functions to ensure consistency and accuracy
Maintains communication channels with internal and external partners
Serve as a primary contact regarding customer needs on PNMAC products, programs, and services
Lead onboarding and training for new clients
Serve as leader and mentor for less experienced teammates within client management
Manage individual SLAs and turn times on all loans in the assigned pipeline
Conduct quarterly book reviews and loan level file review to senior leaders and senior management
Use all resources to resolve loan issues escalated by the client, sales or management
Complete special assignments necessary to support business strategy
Perform other related duties as required and assigned
Demonstrate behaviors which are aligned with the organization’s desired culture and values
Qualification
Required
Bachelor's degree or higher in Business Administration, Finance or related field or applicable direct industry experience
Minimum of 5 years of mortgage experience with contemporary knowledge of mortgage industry and operational practices
Functional understanding of applicable Federal, state and local lending regulations
Demonstrates expertise in a variety of Industry concepts, practices & procedures
Demonstrate ability to plan and execute stated goals
Basic software proficiency including Microsoft Office Suite
Excellent communication skills with the ability to interact with all levels of external clients and internal leadership and think in a strategic manner
Speaks and writes clearly and persuasively and competent group presentation skills
Maintains a positive attitude and provides exemplary internal and external customer service and teamwork
With the right information, is decisive and exhibits sound judgment
Prioritizes and plans work activities, uses time efficiently and develops realistic action plans
Identifies and resolves problems in a timely manner and gathers and analyzes information skillfully
Looks for ways to improve and promote quality and demonstrates accuracy and thoroughness
Demonstrates ability to advance multiple priority assignments independently, concurrently and within established deadlines
Willing to think analytically and creatively in solving day to day challenges of the job
Must be a team player with strong attention to detail and able to work independently
Proven track record at delivering timely and accurate information in a fast-paced environment
Company
PENNYMAC
Pennymac is a home loan lending company that offers financial services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.33B2025-12-11Post Ipo Debt· $75M
2025-08-07Post Ipo Debt· $650M
2024-05-20Post Ipo Debt· $850M
Leadership Team
Amar Nadig
Senior Vice President of Enterprise Data
Kevin Ryan
Senior Managing Director and Chief Strategy Officer
Recent News
MarketScreener
2025-12-20
2025-12-16
2025-11-06
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