Agency Account Manager Mortgage

Posted 14 Days Ago
Be an Early Applicant
Santa Ana, CA, USA
In-Office
65K-75K Annually
Senior level
Financial Services
The Role
Serve as primary liaison for brokers, account executives, and underwriters to manage loan files from submission to closing. Oversee condition submissions, sign off on delegated conditions, monitor file flow, maintain LOS records, ensure compliance with investor and federal guidelines, resolve documentation issues, and provide high-touch customer service to drive timely, accurate loan closings.
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, & 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

JOB DESCRIPTION

Job Title:          Broker Concierge

Department:     Broker Operations

Reports To:      Agency Operations Manager

FLSA Status:    Non-Exempt

Management:   No

Salary Range:  $65,000 - $75,000/yr

PRIMARY FUNCTIONS

The Broker Concierge is responsible for delivering a high‑touch, 'white glove' service experience to brokers throughout the loan manufacturing process. Acting as the central point of contact between brokers, Account Executives, and Underwriters, this role ensures loans move efficiently from submission through closing with accuracy, urgency, and exceptional communication.

ESSENTIAL DUTIES AND RESPONSIBILITIES

- Serve as the primary liaison between brokers, Account Executives, and Underwriters, providing exceptional and personalized service.

- Manage condition submissions to Underwriters, ensuring efficient and timely reviews.

- Sign off on designated conditions within delegated authority.

- Oversee communication and coordination throughout the loan manufacturing process from start to finish.

- Drive loan files to close quickly, efficiently, and accurately.

- Monitor file flow to identify and address bottlenecks or missing elements.

- Maintain detailed and accurate records within the LOS and per company procedures.

- Collaborate proactively with internal teams to resolve discrepancies or documentation issues.

- Uphold compliance with federal, state, investor, and company guidelines throughout the process.

- Provide outstanding customer service to both internal stakeholders and external partners.

DESIRED PERSONAL CHARACTERISTICS

- Strong communication and problem‑solving skills

- Ability to work independently and manage deadlines

- Ability to multitask in a fast‑paced, high‑volume environment

- Customer‑focused mindset with a 'concierge' level service approach

- Detail‑oriented and committed to high‑quality work

- Calm under pressure and adaptable to change

- Open‑minded, collaborative, and innovation‑oriented

EDUCATION

- High School Diploma or equivalent required

EXPERIENCE

- Minimum of 5 years of mortgage processing experience with a strong emphasis on customer service

- Thorough understanding of GSE (Fannie Mae and Freddie Mac), FHA, and VA guidelines

- Strong knowledge of TRID regulations and closing practices in both wet and dry states

- Junior Underwriting experience preferred

- Proficiency with loan origination platforms and related systems

- Excellent organizational skills and communication abilities

- Demonstrated ability to thrive in a deadline‑driven environment

PHYSICAL REQUIREMENTS

- Standard office environment with computer and general office equipment

- Ability to move throughout the department and related work areas

Additional Information

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

Skills Required

  • High School Diploma or equivalent
  • Minimum of 5 years mortgage processing experience
  • Thorough understanding of GSE (Fannie Mae and Freddie Mac), FHA, and VA guidelines
  • Strong knowledge of TRID regulations and closing practices in wet and dry states
  • Proficiency with loan origination platforms and related systems (LOS)
  • Ability to manage condition submissions and sign off within delegated authority
  • Excellent organizational skills and communication abilities
  • Ability to multitask in a fast-paced, high-volume environment and meet deadlines
  • Junior Underwriting experience
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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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