Account Manager

Reposted 9 Days Ago
Be an Early Applicant
Santa Ana, CA, USA
In-Office
65K-75K Annually
Mid level
Financial Services
The Role
The Account Manager manages loan pipelines for Account Executives, performs pre-underwriting, liaises with sales and operations, and ensures goal achievement.
Summary Generated by Built In
Company Description

HomeXpress – Your Leading Non-QM Mortgage Lender

Join our growing team and be part of the Top Non-QM Lender in the Business

We are known for closing mortgage loans with Speed, Ease, and Convenience

Licensed in 46 States, we provide brokers with a full suite of mortgage products, including VA, FHA, FNMA, & FHLMC

HomeX also has a great company culture, tremendous growth opportunities, and competitive employee benefits

Join us as we continue to grow and expand our business to the Non-Delegated Correspondent Channel!

Job Description

Qualifications:

  • 3-5 years of recent wholesale account management/loan processing experience in a mortgage banking company or related financial institution. (Required)
  • Experience with state and federal compliance regulations
  • Experience in the reviewing income documentation and financial statements
  • Perform duties under minimal supervision
  • Excellent written and verbal communication skills
  • Strong time management skills
  • Detail oriented, meet deadlines, and work in a fast-paced environment
  • Team player
  • High School Diploma or equivalent

Basic Responsibilities:

  • Manages pipeline for all assigned Account Executives (submission to funding)
  • Pre-underwriting loans
  • Act as liaison between sales and operations staff
  • Reviews loan conditions and documentation received from brokers
  • Follow up on funding conditions
  • Answers questions from brokers and their loan officers
  • Meet assigned monthly closing goals
  • Any additional projects/duties as assigned by Management

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus opportunities

Experience:

  • wholesale account management: 3 years (Preferred)
  • pre-underwriting loan: 2 years (Preferred)
  • Sales: 3 years (Preferred)

Ability to Relocate:

  • Santa Ana, CA: Relocate before starting work (Required)

Work Location: In person

Additional Information

All your information will be kept confidential according to EEO guidelines.

Skills Required

  • 3-5 years of recent wholesale account management/loan processing experience
  • Experience with state and federal compliance regulations
  • High School Diploma or equivalent
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The Company
HQ: Santa Ana, CA
205 Employees
Year Founded: 2015

What We Do

HomeXpress Mortgage Corp is a Top 3 Non-QM wholesale lender. We also offer FHA, VA, Prime Jumbo, and Conventional loans. We have been servicing the Non-QM market since 2015. We are experts at finding loan solutions for those unable to qualify for traditional home financing. Our executive management team has a combined 150+ years of industry experience and we’ve earned the National Mortgage Professional magazine’s Most Loved Employer in 2022. HomeXpress Mortgage also has a great company culture, tremendous growth opportunities, and competitive employee benefits. HomeXpress Mortgage Corp. is affiliated with Seer Capital Management, a well-respected investment manager in New York, as the Company’s senior advisor and capital partner. Seer Capital Management LP is a diversified, credit-focused investment firm founded by Philip Weingord in 2008 that primarily invests in structured credit and loans. Seer Capital has approximately $755mm in assets under management as of November 1, 2022. The firm has 26 employees and has been a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) since 2009. We are currently licensed in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NV, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, and WI* HomeXpress Mortgage Corp. NMLS# 1446044. (https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1446044) Equal Housing Lender.

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