Jr Account Manager
$45k - $55k USD
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.