Jr Account Manager

Reposted 2 Days Ago
Be an Early Applicant
Santa Ana, CA, USA
In-Office
45K-55K Annually
Entry level
Financial Services
The Role
The Jr. Account Manager supports Account Managers and brokers by providing customer support, managing pipelines, and assisting in standard tasks. They serve as a liaison between sales and operations teams and shadow Account Managers for training on loan processes.
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.

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:             Jr Account Manager

Department:      Credit-Agency

Reports To:        VP, Credit-Agency

FLSA Status:       Non-Exempt

Management:   No

Salary Range: $45,000 - $55,000

 

PRIMARY FUNCTIONS: The Jr. Account Manager responsibilities include providing customer support to Account Managers, internal staff, and brokers, as well as assisting with pipeline management by following up on stagnant loans. The position serves as a liaison between sales and operations teams and supports standard Account Manager tasks such as handling Closing Disclosures (CDs), SSA-89s, Verbal Verifications of Employment (VVOEs), and Funding Shield activities. Ongoing training is conducted by observing Account Managers to better understand loan processes, guidelines, and condition reviews.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Customer support role to Account Manager, Internal Staff and Brokers.
  • Pipeline management support, including follow-up on stagnant loans.
  • Liaison between sales and operations staff.
  • Assist in standard AM tasks – CDs, SSA-89s, VVOEs and Funding Shield.
  • Shadow Account Managers for ongoing training of loan processes, guidelines and condition review.
  • Any additional duties as assigned by Management.

DESIRED PERSONAL CHARACTERISTICS:

  • Detail oriented and committed to the highest quality
  • Self-Starter with positive Can-Do attitude
  • Works well under pressure and relishes the responsibility that comes with the job
  • Problem solving and analysis
  • Decision making
  • Results driven
  • Communication proficiency
  • An open-minded individual that embraces change and innovation

EDUCATION:

  • High School Diploma

EXPERIENCE:

  • Experience in the Mortgage industry preferred

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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