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Wholesale Account Manager - Remote

Benchmark Mortgage
Posted 10 days ago, valid for a day
Location

Plano, TX, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • 11 Mortgage is seeking a Wholesale Account Manager to oversee the wholesale pipeline and conduct pre-underwriting reviews.
  • Candidates should have a minimum of three years of front-line processing experience, preferably in wholesale, and an associate's degree or equivalent work experience in residential mortgage lending.
  • The role requires extensive knowledge of FHA, VA, and Conventional loan programs, as well as strong communication and problem-solving skills.
  • This full-time position involves maintaining communication with internal and external parties, managing documentation, and providing updates to management.
  • The salary for this position is not specified, but it offers a fast-paced work environment with minimal travel requirements.

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%.



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