Source Job

US

  • Oversee the loan file through its lifecycle, ensuring all documentation needs are met.
  • Conduct Welcome Call with client within 24 hours of approval; set expectations, clarify conditions, and confirm loan timelines.
  • Track document uploads, review client submissions, and follow up on outstanding conditions to ensure loan progress.

Account Management Communication Time Management Encompass

9 jobs similar to Account Manager

Jobs ranked by similarity.

US

  • Responsible for marketing lending products to prospective brokers/bankers.
  • Manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.
  • Performs initial contact to prospect new mortgage brokers/bankers and coordinates broker approval process.

Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States.

$25–$27/hr

  • Liaises among customers and escrow companies to coordinate document preparation.
  • Ensures loan files are complete with all outstanding issues addressed prior to submission for funding.
  • Coordinates funding requests and follows up for required documentation and conditions.

PRMG offers mortgage lending services. They focus on providing a comprehensive benefits package and opportunities for internal advancement.

US

  • Coordinate scheduling assignments between signing agent, borrower, and clients.
  • Handle incoming calls from signing agents, borrowers, and clients regarding scheduling.
  • Complete requests for reschedules and cancellations.

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with various services related to loans. Their entrepreneurial mindset drives innovation and diversification, with a commitment to cultural values known as "The 5 C's".

US

  • Prepares all initial mortgage disclosures (i.e. LE)
  • Review accuracy of information on Loan Estimate (LE)
  • Monitor timeliness of all disclosures sent

New American Funding is a mortgage company. They focus on helping individuals and families achieve their homeownership dreams through a variety of loan products and services.

US

  • Reviews incoming loans for TRID compliance and documentation.
  • Communicates deficiencies with internal and external customers.
  • Enters loan submission data to generate disclosures.

PRMG is a mortgage company that offers a range of mortgage products and services. They are committed to providing their employees with opportunities for growth and advancement.

Canada

  • Sell and promote various financial solutions by understanding client needs and goals.
  • Develop a consumer client base to facilitate the direct sale of lending solutions.
  • Ensure efficient delivery of services to clients and direct business flow to the appropriate servicing unit.

Jobgether is a platform that connects job seekers with companies. They use AI-powered matching to ensure applications are reviewed quickly and fairly.

US

  • Manage portfolio of equipment finance accounts, ensuring each relationship meets corporate standards.
  • Conduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks.
  • Build and maintain strong relationships with clients, vendors, manufacturers, and internal partners.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make them stronger and well-positioned for success.

$85,000–$100,000/yr
US

  • Completes loan file analysis for compliance with guidelines.
  • Underwrites credit package and collateral for mortgage loans.
  • Checks accuracy of calculations and data integrity.

PRMG is a mortgage company that encourages remote underwriting, allowing employees to work from anywhere in the nation. They value work-life balance and teamwork, fostering a positive environment with a pod system for success and growth.

US

  • Originate and manage purchase mortgage loans from application through closing while ensuring compliance with all requirements.
  • 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.

Zillow Home Loans is revolutionizing the home financing experience as part of Zillow Group’s FinTech division. They are a team of innovators, problem solvers, and creative individuals pushing the boundaries of the mortgage industry in a collaborative, high-energy environment.