Wholesale Mortgage Account Manager at Summit Funding

Anyang, Henan, China -

Full Time

Start Date

Immediate

Expiry Date

22 Jan, 26

Salary

34.0

Posted On

24 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Loan Processing, Non QM Lending, Pipeline Management, Customer Service, Document Review, Communication Skills, Attention to Detail, Organizational Skills, Problem Solving, Multi-tasking, Teamwork, Time Management, Encompass, MS Office, Internet Browsers

Industry

Financial Services

Description

Company Description Summit Funding, Inc DBA Lead + Wholesale Lending, where innovation meets expertise. At Lead+, our passion and proficiency in non-QM lending shine through. We leverage deep market insights and innovative approaches to deliver flexible lending solutions that meet diverse needs. Our commitment extends beyond lending; we're passionate about personal development for mortgage brokers. At our core, we aim to enhance your sales and marketing skills, adding value to your business. Explore us further at Lead+ Wholesale Lending - Leading the Way in Non-QM Lending Job Description Lead Plus Wholesale is looking for experienced Account Managers with experience in the NQM space to add to our growing Team. Embark on a rewarding career as an Account Manager, where your expertise in managing intricate customer transactions and supporting our sales team and Wholesale division clients will play a pivotal role in our success. Join us and thrive in a dynamic environment that values your contributions. Starting pay rate ranges between $25 to $34/hr DOE with additional potential for a bonus structure. This position reports out of our Irvine Corporate Office but is offered as fully remote. Will be required to work a regular 8 hour work week schedule Monday through Friday starting as early as 7am PST (8am MST/7am CST/9am EST) and as late as 5pm PST (6pm MST/7pm CST/8pm EST) plus possible Overtime and Weekends as needed. What our Account Managers are responsible for: Manage loans based on estimated close dates, including those aged for cancellation or denial, to ensure accurate and proactive pipeline management. Follow up on suspense conditions to facilitate timely resolution. Partner with Account Executives and Operations staff to manage file flow, prioritize pipelines, and handle status calls to brokers. Work closely with customers to clear loans to close within expected turn times. Review documents and conditions submitted electronically and notify appropriate parties of any discrepancies or missing information. Update system notes with relevant details and comments about the transaction. Complete all required checklists and worksheets accurately and promptly. Provide status updates to all applicable parties throughout the loan process. Assist clients with submitting loans, ensuring accuracy and completeness. Upload required documents and assist with submission follow-up as necessary. Support clients with questions or troubleshooting related to online tools and systems. Qualifications 3 years of current or recent (within the last 12 months) experience working as an Account Manager or Loan Processor within the mortgage industry (retail, broker or wholesale experience preferred). Experience with Non QM, conventional and government products and guidelines Demonstrated skill in monitoring and overseeing loan production pipeline Experience with Loan Origination Systems (LOS) Encompass Proficiency with computer systems including MS Office (Word, Excel, and Outlook) and Internet browsers Excellent written, verbal, and interpersonal communication skills Strong attention to detail and ability to efficiently and consistently produce accurate work Solid organizational and problem-solving skills Capability of multi-tasking in a fast-paced environment with heavy volume of transactions Proven aptitude to work in both a team and individual environment Sound judgment skills essential to making quick decisions within written policy and standard operating procedures essential Flexibility and time management skills. Additional Information All your information will be kept confidential according to EEO guidelines.

Responsibilities

Account Managers will manage loans based on estimated close dates and ensure proactive pipeline management. They will partner with Account Executives and Operations staff to facilitate timely resolution and support clients throughout the loan process.