The Role
Onboard, train, and service wholesale broker partners; answer loan scenario and guideline questions; coordinate with underwriting and closings; provide product/guideline training and proactive account support; maintain industry knowledge and nurture broker relationships to ensure timely, high-quality broker and customer experiences.
Summary Generated by Built In
Description
FLSA Classification: Exempt
Reports to: co-CEO
Work Location: Remote
Summary:
The Wholesale Mortgage Account Manager is responsible for helping sign-up and train new broker partners, servicing existing brokers, and liaising between brokers and operations. Standards are high in this role, as our aim is to provide an outstanding broker/customer experience.
Duties and Responsibilities
- Maintain a high level of mortgage product and guideline knowledge to effectively communicate with brokers and their team. This may include answering loan scenario questions.
- Work closely with the internal wholesale operations team, including underwriting and closing, to ensure broker questions are answered in a timely manner.
- Provide training on systems, policies procedures, products, guidelines, updates, etc.
- Cultivate and nurture relationships with existing wholesale accounts to provide exceptional customer service.
- Maintain current knowledge of industry trends to anticipate and proactively meet customer needs.
- Wear a variety of hats to help where needed.
- Other duties as assigned.
Requirements
Qualifications
- 3+ years of experience in the mortgage industry.
- Former mortgage underwriters or closers preferred. No sales experience necessary.
- Excellent communication skills, both written and verbal.
- Ability to manage and prioritize a wide variety of tasks quickly in a fast-paced environment.
- Familiarity with conventional and FHA guidelines.
- High comfort level with technology and web-based tools.
- Inclination for action.
- Bachelor’s degree or equivalent professional work experience.
Skills Required
- 3+ years of experience in the mortgage industry.
- Former mortgage underwriter or closer experience.
- Excellent written and verbal communication skills.
- Ability to manage and prioritize many tasks quickly in a fast-paced environment.
- Familiarity with conventional and FHA guidelines.
- High comfort level with technology and web-based tools.
- Inclination for action (proactive, self-starting).
- Bachelor's degree or equivalent professional work experience.
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The Company
What We Do
Filo Mortgage is a mortgage company that specializes in providing borrowers with exceptionally low mortgage rates, free of points and hidden fees, and a streamlined process through industry-leading technology.
