Account Manager (TPO Non QM)

The TPO Account Manager is responsible for working with the mortgage broker, Partner Advocate, underwriter and closer to gather and validate requisite loan documentation and data in order to originate a compliant loan as required by local, state, and federal regulations.

This position will cover West Coast Partners and will need to be open to Pacific Time Zone working hours.

At UHM, we understand diversity comes in many different forms. It’s our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!

DUTIES & RESPONSIBILITIES 

• Work with the Mortgage broker to obtain all required documentation necessary to approve and originate a fully compliant mortgage loan 

• Manage an average pipeline of 70-100 loans  

• Loan Data Entry/Validation 

• Document Indexing 

• Ordering required validation services (verification of employment, tax transcripts, social security validation, property address validation,  payoffs) 

• Input and evaluate, verification of employment, UDN monitoring 

• Maintain communication with Broker partner,  Partner Advocate, Account Executive, Underwriter, and Closer regarding individual loan files throughout the life of the loan 

• Ensure compliance with Company policies and procedures 

• Other tasks as assigned 

EDUCATION & EXPERIENCE 

• High school diploma or equivalent 

• Minimum of 3 years of Wholesale Non QM experience

• General knowledge of mortgage products and processes 

• Knowledge of RESPA requirements and Loan Estimate preparation and disclosure 

• Knowledge of MS Office Suite and Encompass Loan Origination system is preferred 

SKILLS REQUIRED 

• Strong verbal and written communication skills 

• Detail-oriented 

• Skilled at multi-tasking and keeping organized 

• Able to work in a fast-paced environment with strict time deadlines 

• Ability to identify and resolve client issues and use good judgment in making immediate decisions that impact UHM, broker partners and clients 

This employer participates in E-Verify. If hired, the employer will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Union Home Mortgage Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.