Account Manager

Posted 12 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
36-36 Hourly
Junior
Fintech • Software • Financial Services
The Role
Manage operational client relationships and a pipeline of 100-125 active mortgage units. Maintain client contact, manage aged loans, locks, expirations, and cancellations. Meet KPI goals, handle high call/email volume, answer ~90% of client inquiries, review documentation, clear conditions, run daily reports, and oversee sellers' pipeline toward funding.
Summary Generated by Built In

Job Title:

Account Manager

Location:

TX - Dallas/Irving

What you'll do:

As an Account Manager you'll be accountable for the operational management of client relationships. You'll provide quality service by maintaining client accounts (pipeline management), including manage aged loans, lead regular client calls, and follow up on escalations as needed.
  • Manage pipeline of 100-125 active units. Maintain constant client contact – keeps client aware of outstanding conditions, approaching deadlines, and supports the forward movement of the file through excellent communication. Manage loan locks and expirations through proactive contact.
  • Meet KPI goals as defined by leadership to include: response time, customer service quality, production, guideline proficiency. Handle a high call/email volume, and must prioritize and accomplish various tasks at any given time. Answer product questions and resolves customer service issues. Demonstrate proficiency with agency guidelines as well as internal resources, effectively answering ~90% of client inquiries.
  • Review documentation and clear or create conditions as needed. Manage all withdraw/cancellation requests.
  • Run daily reporting, managing aged loans, etc. Oversee sellers' pipeline forward towards funding.

What you'll need:

  • 2+ years of related experience in Mortgage Operations and Originations, Wholesale Mortgage Lending, Client Facing or similar field.
  • High school diploma required; Bachelor's degree in related field preferred.
  • Intermediate knowledge of residential mortgage industry in Correspondent or Retail Lending; including sales, operations, capital markets and/or other residential mortgage products and services.
  • Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Intermediate knowledge of MS Office products.
  • Intermediate experience with client or customer facing mortgage in the correspondent or wholesale space, Mortgage Loan Processing or Underwriting experience.
  • Advanced speaking and writing communication skills.

Compensation: Hourly range for new hires is generally $35.67 for Westlake Village, CA. Salary amount is determined by specific job location.

Benefits you’ll love:

We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [email protected] or call 602-386-2488.  When contacting us, please provide your contact information and state the nature of your accessibility issue.  We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

© Western Alliance Bancorporation

Skills Required

  • 2+ years related experience in Mortgage Operations and Originations, Wholesale Mortgage Lending, Client Facing or similar field.
  • High school diploma
  • Bachelor's degree in related field
  • Intermediate knowledge of residential mortgage industry in Correspondent or Retail Lending, including sales, operations, capital markets and/or other residential mortgage products and services.
  • Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Intermediate knowledge of MS Office products.
  • Intermediate experience with client or customer facing mortgage in the correspondent or wholesale space, Mortgage Loan Processing or Underwriting experience.
  • Advanced speaking and writing communication skills.

Western Alliance Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Western Alliance Bank and has not been reviewed or approved by Western Alliance Bank.

  • Strong & Reliable Incentives Feedback suggests annual bonuses are broadly available and can materially lift total compensation when business conditions are favorable. Participation spans many roles beyond executives.
  • Equity Value & Accessibility Equity grants are described as widely accessible to employees at multiple levels, adding long‑term value to the package. This breadth helps align employees with company performance.
  • Retirement Support The 401(k) program is positioned as a standout with an employer match structure viewed as stronger than common offerings. Automatic enrollment reinforces accessibility and participation.

Western Alliance Bank Insights

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The Company
HQ: Phoenix, Arizona
4,045 Employees

What We Do

Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.

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