Mortgage Account Manager
New
L
Lendz FinancialMortgage Lending
US | RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 1–3+ years
- Required Skills
- Salesforce
Requirements
- 1–3+ years experience as a Processor or Account Manager in mortgage lending (non-QM is a plus).
- Tenacious follow-up skills — you don’t let things sit.
- Excellent verbal and written communication.
- Polished, poised, and professional — especially under pressure.
- Organized and deadline-driven with a “whatever it takes” mindset.
- A growth mindset and hunger to learn the business deeply.
Responsibilities
- Deliver white glove service from submission through close.
- Keep brokers in the loop with timely, clear, and professional updates.
- Build trust by responding accurately and taking initiative to resolve issues.
- Manage active loan pipelines alongside Account Executives and Underwriters.
- Sort and convert conditions within 24 hours.
- Keep Salesforce and internal systems meticulously updated.
- Stay one step ahead by anticipating questions and sending proactive follow-ups.
- Represent Lendz with polish — both verbally and in writing.
- Collaborate cross-functionally with Sales, Underwriting, Closing, and Funding teams.
- Learn enough about non-QM to be “dangerous” — and use that knowledge to solve problems fast.
- Absorb training, tools, and tech that make you (and our process) better.
- Share ideas that improve efficiency, elevate service, and enhance the broker journey.
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