What are the responsibilities and job description for the Wholesale Mortgage Account Manager position at Filo Mortgage?
Description
FLSA Classification: Exempt
Reports to: co-CEO
Work Location: Remote
Summary:
The Wholesale Mortgage Account Manager is responsible for helping sign-up and train new broker partners, servicing existing brokers, and liaising between brokers and operations. Standards are high in this role, as our aim is to provide an outstanding broker/customer experience.
Duties and Responsibilities
- Maintain a high level of mortgage product and guideline knowledge to effectively communicate with brokers and their team. This may include answering loan scenario questions.
- Work closely with the internal wholesale operations team, including underwriting and closing, to ensure broker questions are answered in a timely manner.
- Provide training on systems, policies procedures, products, guidelines, updates, etc.
- Cultivate and nurture relationships with existing wholesale accounts to provide exceptional customer service.
- Maintain current knowledge of industry trends to anticipate and proactively meet customer needs.
- Wear a variety of hats to help where needed.
- Other duties as assigned.
Requirements
Qualifications
- 3 years of experience in the mortgage industry.
- Former mortgage underwriters or closers preferred. No sales experience necessary.
- Excellent communication skills, both written and verbal.
- Ability to manage and prioritize a wide variety of tasks quickly in a fast-paced environment.
- Familiarity with conventional and FHA guidelines.
- High comfort level with technology and web-based tools.
- Inclination for action.
- Bachelor’s degree or equivalent professional work experience.