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The Account Manager oversees loan files, ensuring documentation meets requirements and stakeholders are updated, with a focus on wholesale lending.

Support business development by building relationships with third-party originators, assisting in onboarding clients, and managing existing accounts while communicating with internal teams.

Responsible for developing lending relationships, onboarding accounts, conducting sales calls, providing training, and managing account pipelines to increase loan volume.

The Junior Account Executive supports business development by managing relationships with third-party originators, assisting client onboarding, responding to inquiries, and collaborating with sales teams.

The Account Manager oversees the loan file lifecycle, ensuring documentation is complete and communicating with clients and stakeholders throughout the process.

Responsible for completing government insuring processes for FHA, VA, and USDA loans post-closing, ensuring timely and accurate insurance. This includes tracking applications, processing fees, reconciling errors, and maintaining compliance.

The Account Executive will develop lending relationships, manage accounts, conduct sales calls, and provide training and support to clients.