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Wholesale Mortgage Account Manager at Filo Mortgage
Conshohocken, Pennsylvania, United States -
Full Time

Start Date

Immediate

Expiry Date

24 Sep, 26

Salary

0.0

Posted On

27 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Mortgage Product Knowledge, Broker Relationship Management, Loan Scenario Analysis, Underwriting, Closing, FHA Guidelines, Conventional Guidelines, Technical Proficiency, Communication Skills, Task Prioritization

Industry

Financial Services

Description
Description FLSA Classification: Exempt Reports to: co-CEO Work Location: Remote Summary: The Wholesale Mortgage Account Manager is responsible for helping sign-up and train new broker partners, servicing existing brokers, and liaising between brokers and operations. Standards are high in this role, as our aim is to provide an outstanding broker/customer experience. Duties and Responsibilities Maintain a high level of mortgage product and guideline knowledge to effectively communicate with brokers and their team. This may include answering loan scenario questions. Work closely with the internal wholesale operations team, including underwriting and closing, to ensure broker questions are answered in a timely manner. Provide training on systems, policies procedures, products, guidelines, updates, etc. Cultivate and nurture relationships with existing wholesale accounts to provide exceptional customer service. Maintain current knowledge of industry trends to anticipate and proactively meet customer needs. Wear a variety of hats to help where needed. Other duties as assigned. Requirements Qualifications 3+ years of experience in the mortgage industry. Former mortgage underwriters or closers preferred. No sales experience necessary. Excellent communication skills, both written and verbal. Ability to manage and prioritize a wide variety of tasks quickly in a fast-paced environment. Familiarity with conventional and FHA guidelines. High comfort level with technology and web-based tools. Inclination for action. Bachelor’s degree or equivalent professional work experience.
Responsibilities
The role involves onboarding and training new broker partners while servicing existing accounts to ensure an outstanding customer experience. The manager acts as a liaison between brokers and internal operations teams to resolve loan scenarios and provide system training.