Qualifications:

• 3-5 years of recent wholesale account management/loan processing experience in a mortgage banking company or related financial institution. (Required)
• Experience with state and federal compliance regulations
• Experience in the reviewing income documentation and financial statements
• Perform duties under minimal supervision
• Excellent written and verbal communication skills
• Strong time management skills
• Detail oriented, meet deadlines, and work in a fast-paced environment
• Team player
• High School Diploma or equivalent

Basic Responsibilities:

• Manages pipeline for all assigned Account Executives (submission to funding)
• Pre-underwriting loans
• Act as liaison between sales and operations staff
• Reviews loan conditions and documentation received from brokers
• Follow up on funding conditions
• Answers questions from brokers and their loan officers
• Meet assigned monthly closing goals
• Any additional projects/duties as assigned by Management

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Experience:

• wholesale account management: 3 years (Preferred)
• pre-underwriting loan: 2 years (Preferred)
• Sales: 3 years (Preferred)

Ability to Relocate:

• Santa Ana, CA: Relocate before starting work (Required)

Work Location: In person