Work in collaboration with Account Executives and internal operations team to develop and maintain strong relationships with TPO clients.
Communicate with TPO clients, acting as primary liaison to operations for status information or loan issue resolution.
Provide ongoing support and guidance to TPO clients on loan products, loan structuring, systems, and processes.
Conduct training to help our TPO clients improve loan submission quality.
Perform weekly pipeline reviews with sales teams and TPO clients to ensure progress and address issues in a timely manner.
Ensure all TPO client interactions and responses are documented and resolved.
Implement action plans for improving workflow inefficiencies and addressing training gaps.

High school diploma or GED required (associate degree in business preferred) or equivalent combination of education and experience.
Minimum of 3 years’ previous experience with wholesale relationship management or sales support.
Proven guideline and pricing experience with non-agency/non-QM products.
Computer skills including Microsoft Office, with medium to advanced Excel skills and database management, familiarity with standard mortgage operating systems.
Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
Demonstrated ability to analyze, reason, problem solve, prioritize work independently, and adapt to changing circumstances.
Excellent analytical, written, communication and interpersonal skills.
Ability to demonstrate excellent communication and ability to build and sustain relationships with clients and partners.
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
Results driven with proven record of outstanding ability to motivate and influence others to accomplish objectives.
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations.
Effective time management.

Competitive compensation package, including base salary and performance-based bonus opportunities
401(k) plan with 100% company match up to 4%
Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
Generous paid time off: 20 days PTO, company holidays, and sick time
Paid parental leave
Company-paid life insurance and disability coverage
Employee Assistance Program (EAP): mental health, financial, and wellness support
Professional development: tuition reimbursement and growth opportunities
Commuter and transit benefits

Account Manager

Key skills