Wholesale Account Manager

Key Responsibilities

• Once assigned a file; organize approvals and ensure all conditions are marked and met. 
• Conduct Welcome Call with client within 24 hours of approval; set expectations, clarify conditions, and confirm loan timelines. 
• Ensure signed disclosures, verify loan conditions, and order necessary reports (e.g., AVMs, IRS, flood zone). 
• Track document uploads, review client submissions, and follow up on outstanding conditions to ensure loan progress. 
• Verify all conditions are met, confirm final loan terms with the client, and ensure closing is scheduled. 
• Monitor for expired Estimated Closing Dates (ECD), follow up on lock expirations, ensure timely loan submissions, process Change of Circumstances (COC), and update the lock as needed. 
• Review active loans, prioritize closings, and ensure all required documents are submitted for final approval. 
• Additional responsibilities related to business needs. 

Qualifications & Skills

• 3+ years of wholesale account management experience required, with previous experience as an underwriter preferred.  
• Extensive knowledge of a wide variety of loan products and programs. 
• Excellent interpersonal and communication skills, both verbal and written, with the ability to effectively interact with clients, stakeholders, and team members. 
• Self-motivated, detail-oriented, and dependable, with the ability to work independently and manage multiple priorities in a fast-paced environment. 
• Highly efficient in time management, with strong organizational skills and the ability to prioritize tasks to meet deadlines. 
• Proven ability to manage a high-volume pipeline while maintaining accuracy and attention to detail. 
• Proficiency with Encompass loan origination system required.