Wholesale Account Manager - Remote
Benchmark Mortgage (Benchmark) · Fintech & Payments
- All Wholesale Account jobs
- Client & Relationship Management
- Fintech & Payments
- Plano, United States
- Full-Time
Free job alerts
Get new finance jobs by email.
Fresh vacancies from across banks, asset managers, hedge funds, PE/VC, fintechs and insurers — straight to your inbox. Free, no account, unsubscribe anytime.
Wholesale Account Manager
Position Overview:
11 Mortgage is a dynamic lending community founded on customer centricity, and our Third Party Originations provide our customers with more home financing options. The Wholesale Account Manager is responsible for monitoring the wholesale pipeline for account executives and completing pre-underwriting reviews.
Ideal candidates for this position have a strong service-oriented mindset, are self-directed, and enjoy managing processes.
Essential Functions of the Role:
- Maintain open channels of communication with internal and external parties to ensure superior customer service.
- Work directly with underwriting and external broker partners on conditions, documents and questions.
- Complete pre-underwriting reviews, FHA/VA checks, organize imaged documents, order servicing and data entry of key loan information into Encompass.
- Provide daily and weekly updates to the management team.
- Other duties as assigned.
Classification: Full Time, Non-Exempt
Essential Knowledge/Skills/Abilities:
- Extensive knowledge of FHA, VA and Conventional loan programs
- Knowledge of Desktop Underwriter guidelines
- Thorough knowledge of various property types, including, but not limited to, SFR, Condos and PUDs
- Well-developed understanding of mortgage processing, underwriting and closing procedures
- Ability to identify and anticipate needs
- Proven ability to prioritize and multi-task
- Excellent time management skills
- Ability to work across organizational boundaries
- Advanced problem solving capabilities
- Strong written and verbal communication skills
- Works well with little direction
Wholesale Account Manager
Experience Requirements:
- Minimum of three (3) years of front-line processing experience; wholesale experience preferred.
- Experience with Encompass preferred.
Education / Licensing Requirements:
- Associate’s degree or equivalent work experience in residential mortgage lending.
Working Conditions:
- Fast-paced environment.
- Requires normal vision (corrected) both close and distant.
- Requires normal hearing levels (corrected).
- Requires working at a desk to use a phone and computer for extended periods of time.
- Requires sitting, bending.
- Works effectively with frequent interruptions.
- Lifting requirements of 10 lbs. occasionally.
- Minimal travel <5%.
- Wholesale
Related finance jobs
- Internal Client Services - Talent Acquisition: Senior Consultant
Deloitte · Midrand, South Africa
- Client Service Analyst - Livechat (Seychelles, French&Creole required)
Bybit · Abu Dhabi, UAE
- client service specialist
Moody's
- relationship manager asset management
Moody's
- associate director customer success management banking
Moody's
- assistant director relationship manager insurance
Moody's
- assistant director customer success management
Moody's
- associate director customer success management automotive
Moody's