Agency Account Manager

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Santa Ana, CA, USA
In-Office
Financial Services
The Role
Company Description

HomeXpress Mortgage Corp. is a fast-growing service-oriented leader in the wholesale Non-QM mortgage market. The company was founded by a group of mortgage professionals who have a long history of providing flexible solutions to borrowers who fit outside of the Prime/Qualified Mortgage space while providing the best service levels to our broker partners in the industry. HomeXpress also provides a great culture for our employees with tremendous growth opportunities and above industry employee benefits.

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.

If you have a service first mentality and thrive in a fast-paced environment, HomeXpress is the place for you.

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

 

Job Description

 

Job Title:            Broker Concierge 

Department:      Credit - Agency

Reports To:         VP, Credit - Agency

FLSA Status:        Non-Exempt

 

PRIMARY FUNCTIONS: We are seeking a detail-oriented and customer-focused Account Manager to join our team. This role is pivotal in providing a "white glove" service to our brokers, ensuring smooth and efficient loan processing and closing experiences. As a liaison between brokers, Account Executives (AEs), and Underwriters, you will oversee the loan manufacturing process from start to finish with precision and exceptional communication.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Serve as the primary liaison between brokers, Account Executives, and Underwriters, delivering exceptional, personalized service.
  • Manage condition submissions to Underwriters, ensuring efficient and timely reviews.
  • Sign off on designated conditions within granted authority.
  • Effectively oversee communication and coordination throughout the loan manufacturing process, driving loans to close quickly, efficiently, and seamlessly.

 

DESIRED PERSONAL CHARACTERISTICS:

  • Ability to work independently with minimal supervision.
  • Ability to prioritize work and meet deadlines.
  • Good organizational skills to ensure data integrity
  • Strong mathematical aptitude and data analysis skills.
  • Must be a team player with strong attention to detail and able to work independently
  • Proven track record at delivering timely and accurate information in a fast-paced environment
  • Excellent critical thinking, problem-solving, mathematical skills, and sound judgment

 

    Qualifications

    JOB REQUIREMENTS:

    • Thorough understanding of mortgage loan requirements, including GSE (Fannie Mae and Freddie Mac), FHA, and VA guidelines.
    • Solid knowledge of TRID (TILA-RESPA Integrated Disclosure) regulations and closing practices in both wet and dry funding states.
    • Prior Junior Underwriting experience is a plus.
    • Excellent organizational and communication skills with a proactive and solution-oriented mindset.

     

    EDUCATION:

    • High School Diploma

    EXPERIENCE:

    • Minimum of 5 years of processing experience, with a strong focus on delivering an outstanding customer experience.
    • Familiarity with advanced loan processing systems and tools.
    • Demonstrated ability to thrive in a fast-paced, deadline-driven environment.

     

    PHYSICAL REQUIREMENTS:

    • This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations

    Additional Information

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

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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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