Mortgage Junior Account Manager

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments.

The Mortgage Junior Account Manager supports the mortgage sales and servicing team by managing client accounts, processing loan documentation, and ensuring a smooth loan origination process. This role is ideal for a motivated, detail-oriented individual looking to build a career in mortgage lending or financial services.

Key Responsibilities

• Assist in managing a portfolio of mortgage clients from initial application through loan closing.
• Support Senior Account Managers and Loan Officers in gathering required client documentation (income verification, credit reports, property appraisals, etc.).
• Review mortgage applications for accuracy and completeness.
• Communicate with clients, lenders, underwriters, and real estate agents to ensure timely processing.
• Track loan progress and update internal systems with accurate client and loan information.
• Provide excellent customer service by promptly responding to client inquiries and maintaining positive relationships.
• Assist in preparing loan files for underwriting and closing.
• Monitor compliance with regulatory requirements and company policies.
• Participate in team meetings and contribute to process improvements.

• 1–2 years of experience in mortgage, banking, or financial services (internship or entry-level experience acceptable).
• Familiarity with loan origination system, Encompass.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Customer-focused mindset with a professional demeanor.
• Basic understanding of mortgage products, lending processes, and regulatory guidelines (e.g., RESPA, TILA, HMDA) a plus.

Why Join CAKE Mortgage?

• Be part of a fast-growing company changing the game in Non-QM.
• Competitive compensation and performance-based bonuses.
• Collaborative and entrepreneurial culture.
• Opportunities for career advancement and innovation.

Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment.