theLender · 1 hour ago
Account Manager Team Lead
United States
Full-time
Remote
Mid, Senior Level
3+ years exptheLender is a leader in the mortgage industry, known for its innovation and excellence. The Account Manager Team Lead will oversee team performance, manage daily account operations, and mentor team members to achieve organizational goals.
ConstructionConsultingReal Estate
Hiring Manager
Mallory Herrera
Responsibilities
Oversee daily team pipeline management, including condition follow‑up, vendor follow‑up, aged/dormant loan reviews, and data integrity within the LOS
Collect loan data from the Account Manager team and provide the Account Manager Supervisor with volume projections and status updates (e.g., month‑end fundings, AM/AMA performance)
Manage a small personal pipeline and communicate with all relevant parties—Loan Originators, Brokers, Processors, Underwriters, Funders, Doc Drawers, and leadership—to ensure transparency on loan status and outstanding requirements
Maintain strong knowledge of non‑QM products (including second mortgages and HELOCs) and FNMA/FHLMC, FHA, and VA programs
Provide daily loan status updates to brokers and loan originators for assigned files
Coach, mentor, and train team members to support performance and development
Deliver morning, midday, and end‑of‑day pipeline updates to management
Respond promptly to internal and external inquiries regarding loan conditions and required documentation
Review submitted conditions for accuracy, upload/attach documentation, and resubmit files to underwriting in a timely manner
Complete required change of circumstance documentation and request LE/CD re‑disclosures within mandated timeframes
Recommend process improvements to enhance efficiency and elevate the broker and borrower experience
Model company values by maintaining the highest standards of ethics and professionalism
Perform additional duties and special projects as assigned
Qualification
Required
Minimum 3 years of recent management experience and 2 years of current wholesale mortgage processing experience
Proficiency with Encompass360 LOS
Working knowledge of FHA/VA/USDA, FNMA/FHLMC, and investor underwriting guidelines
Strong knowledge of lending compliance and regulatory requirements
Ability to identify and resolve issues efficiently
Excellent communication skills to support teamwork and stakeholder relationships
Strong organizational and time‑management abilities
Ability to multitask and thrive in a deadline‑driven environment
Effective team leadership skills, including pipeline oversight and meeting closing targets
Experience training and mentoring team members
Strong analytical skills to assess client needs, identify solutions, and monitor team performance
High attention to detail and ability to maintain confidentiality
Strong pipeline management and customer service skills
Preferred
Bachelor's degree in business, finance, or a related field preferred
Understanding of non‑QM loan programs preferred
Benefits
401(k)
Health insurance
Paid time off
Vision insurance
Health savings account
Dental insurance
Flexible spending account
Life insurance
Employee assistance program
Company
theLender
TheLender is a real estate company that delivers customer-centric solutions to help clients realize their dreams.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James Shea
Chief Technology Officer
Alan Vidal
Chief Compliance Officer
Recent News
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