Source Job

$120,000–$150,000/yr
US

  • Facilitate weekly in-person client meetings to build strong relationships and facilitate change management.
  • Identify opportunities to adjust client processes to maximize Ocrolus footprint.
  • Operate as the central point of contact for assigned customer base.

Mortgage Client Management Upselling Communication Project Management

20 jobs similar to New Account Manager - Mortgage

Jobs ranked by similarity.

Global

  • Own the product roadmap for the Mortgage product, setting priorities with data and customer feedback.
  • Align cross-functional teams through strategy documents, specs, and process flows.
  • Develop KPIs, monitor progress, and manage end-to-end delivery of product features.

Ocrolus helps lenders automate workflows with AI, processing nearly one million credit applications monthly with over 99% accuracy. Trusted by over 400 customers including industry leaders, we are a remote-first team of builders committed to inclusive lending.

$74,600–$139,800/yr
US

  • Provide departmental leadership and manage the Client Relations staff to ensure client satisfaction.
  • Oversee client accounts, monitor training, and serve as point of contact for escalated issues.
  • Track trends, conduct performance reviews, and maintain departmental policies and procedures.

LoanCare is a leading national provider of full-service mortgage subservicing, serving banks, credit unions, and investors. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and foster a culture of integrity, innovation, and collaboration.

$140,000–$160,000/yr
Unlimited PTO

  • Lead consultative, product-led sales conversations with mortgage lenders, diagnosing verification workflows and designing tailored solutions.
  • Own the full sales cycle from prospecting and discovery through technical evaluation, negotiation, and close.
  • Manage complex buying committees and drive revenue within a defined book of mortgage accounts.

Truv empowers mortgage lenders and financial institutions with consumer-permissioned income, employment, and asset data to streamline verification processes. Backed by Kleiner Perkins, it is an approved vendor for Fannie Mae and Freddie Mac and operates with a focus on regulatory compliance and innovation.

US

  • Partner with Loan Originators and Realtors to support the full loan lifecycle from application to close.
  • Manage a pipeline of various loan products including conventional, FHA, VA, USDA, and reverse mortgages.
  • Ensure accuracy and compliance by reviewing documents, gathering conditions, and coordinating closings.

We offer a best-in-class mortgage experience focused on helping clients achieve homeownership. As part of the PLACE family, we maintain high standards and a driven team committed to exceptional service.

US

  • Manage team of employees responsible for collections, client invoicing, and HUB operations.
  • Ensure quality and productivity goals are met while maintaining audit quality.
  • Develop and maintain client relationships and identify process improvements.

ServiceLink is a mortgage services company that helps clients in the lending industry achieve strategic goals through technology and services. The company is committed to equal opportunity and offers ongoing training and support for employee advancement.

US

  • Deliver an exceptional borrower and retailer experience through timely, transparent communication and document management.
  • Analyze complex credit files, ensure compliance with portfolio guidelines, and prepare loan files for underwriting.
  • Collaborate with underwriters, loan officers, and closing departments to streamline the loan process from intake to funding.

Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage loan solutions tailored to the manufactured housing marketplace. The company fosters a team-oriented culture with a focus on work/life balance, integrity, and excellence.

$112,500–$137,500/yr
US

  • Deliver a proactive client management strategy to encourage growth and retention with merchant partners.
  • Identify and execute upsell and cross-sell opportunities across a broad portfolio to enhance client value.
  • Provide prompt support, conduct regular performance reviews, and collaborate internally to align client goals.

Affirm is a financial technology company that reinvents credit to offer buy now, pay later solutions without hidden fees. It is a publicly traded company with a large workforce and a culture centered on honesty, transparency, and putting people first.

  • Support Loan Officers throughout the loan lifecycle, from application through funding, by managing pipelines and coordinating with borrowers and Operations.
  • Prepare, deliver, and track required disclosures, review loan files for completeness, and identify missing conditions.
  • Help improve borrower experience through responsive, proactive communication and escalation of issues that could delay closing.

Truehold is one of the nation's leading real estate investment platforms with over 200 employees across 15+ markets, rapidly expanding its mortgage division. The company focuses on transforming investor and residential lending with an entrepreneurial team culture centered on speed, execution, and customer experience.

US

  • Originate residential mortgage loans by interviewing applicants, conducting underwriting reviews, and submitting complete loan packages for approval.
  • Develop and maintain relationships with real estate professionals, community organizations, and referral sources to generate new business and expand homeownership access.
  • Educate customers on affordable housing programs, down payment assistance, and guide them through the mortgage process from application to closing.

First American Bank is a community bank with international expertise, serving Illinois, Wisconsin, and Florida. As the largest privately held bank in Illinois, we have over 60 locations and $8+ billion in assets, offering stability and career growth opportunities.

Global

  • Handle loan processing, client communication, and essential administrative duties.
  • Ensure a seamless loan application journey from initial enquiry through to settlement.
  • Manage and prioritise the broker's Outlook inbox and maintain accurate CRM records.

VA4U provides virtual assistant services to businesses. They have a supportive team with established systems, SOPs, and extensive training resources.

US

  • Owns end-to-end origination of HELOC loans sourced from inbound merchant-channel leads.
  • Provides operations support across the loan lifecycle, including application intake, document collection, and pipeline coordination.
  • Manages high-volume pipeline with speed, accuracy, and disciplined follow-through.

GreenSky is a leading technology company powering commerce at the point of sale for merchants, consumers, and banks. Nearly 6 million consumers have financed over $60 billion using GreenSky’s technology, and the company operates in a high-performance fintech environment.

$107,000–$142,800/yr
Canada

  • Automate 70% of your workflow with proprietary auto-adjudication and compliance handling.
  • Receive qualified leads and uncapped earnings with a competitive commission split.
  • Access dedicated in-house support and industry-leading technology to maximize closing deals.

Perch is an award-winning mortgage brokerage that helps Canadians make data-driven decisions to save money on their mortgage and access home equity. Founded in 2018 and based in Toronto, the company works with homeowners across Canada with a dedicated team of professionals.

$40,000–$60,000/yr
US Unlimited PTO 12w maternity 12w paternity

  • Proactively build and manage a borrower book of business, acting as the champion for all customer needs.
  • Advise borrowers throughout the origination process, including pricing, valuation, and project scope-of-work.
  • Drive repeat business by building strong, long-lasting customer relationships and delivering timely solutions.

Kiavi is a private lender to residential real estate investors, leveraging data and technology to provide faster, simpler capital access. With over 500 employees and numerous industry awards, the company fosters a culture of innovation, collaboration, and customer focus.

US

  • Handle 100% inbound calls from pre-screened homebuyers and refinancers.
  • Consult with borrowers to understand mortgage needs and present suitable loan options.
  • Work with in-house processing and underwriting teams to ensure timely closings.

New American Funding is a mortgage lender that provides 100% inbound leads to consumer direct loan officers. They have a high-performing sales team and a culture focused on closing loans and building client relationships.

US

  • Lead and develop processing teams, owning quality, speed, and consistency of loan movement through the department.
  • Create and maintain policies, procedures, and best practices while guiding teams across chattel and land home portfolio products.
  • Collaborate with underwriting, closing, and origination to streamline processes and achieve daily and monthly goals.

Cascade Financial Services is a trusted lender in attainable housing, specializing in mortgage solutions for the manufactured housing marketplace. Since 1999, the company has grown with a culture focused on teamwork, integrity, excellence, and service, offering a positive work environment.

US

  • Support senior originators with pipeline management, client meetings, and deal preparation while learning loan structuring and underwriting.
  • Develop your own pipeline through prospecting, outreach, networking, and referral generation within the real estate investment community.
  • Build client relationships as a responsive point of contact throughout the loan lifecycle, from deal analysis to closing.

This role is listed on behalf of a partner company that manages all applications and next steps. The company offers a fast-growing, performance-driven environment with strong mentorship and structured pathways.

US

  • Actively monitor and manage team pipelines to ensure loans stay efficient and close on time.
  • Serve as the go-to person on portfolio guidelines, answering scenario questions and helping with underwriting issues.
  • Support team development through training, feedback, and managing daily operations and complaints.

Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage loan solutions for the manufactured housing marketplace. The company has grown since 1999 and fosters a culture focused on teamwork, integrity, excellence, and service, with a family-like work environment.

US 6w PTO

  • Manage onboarding of members into credit and verification programs, coordinating training and resources.
  • Serve as primary point of contact for credit technology, coordinating with stakeholders and customers.
  • Monitor service level agreements and collaborate with teams to improve customer experience.

Altisource Portfolio Solutions S.A. is an integrated service provider and marketplace for the real estate and mortgage industries, managing the Lenders One Cooperative network of 240+ members. The company fosters an inclusive culture with diverse voices and is committed to fair hiring and training.

US

  • Originate and manage purchase mortgage loans from application to closing, ensuring compliance and delivering a best-in-class customer experience.
  • Convert company-provided purchase opportunities into funded loans through proactive follow-up and effective borrower consultation.
  • Build strong relationships with customers and, where applicable, with Zillow Preferred Agents and local partners, leveraging Zillow's technology and operational support.

Zillow Home Loans, part of Zillow Group's FinTech division, revolutionizes the home financing experience. As a large, collaborative team of innovators, they push boundaries in the mortgage industry.

$53,000–$75,000/yr
US Unlimited PTO 12w maternity 6w paternity

  • Gather required documentation and submit loan files for processing/underwriting.
  • Manage pipeline of 50-60 loan closings per month.
  • Provide excellent customer service and assist team members with borrower requests.

Knock redefines home buying and selling with its Bridge Loan product, allowing homebuyers to 'buy before they sell'. Founded in 2015, the company has grown to a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.