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Account Manager Team Lead

theLender
Forest, CA Full Time
POSTED ON 12/12/2025 CLOSED ON 2/12/2026

What are the responsibilities and job description for the Account Manager Team Lead position at theLender?

Job Summary:Team Lead is accountable for strategizing and overseeing the Account Managers. Team leaders are responsible for communicating the strategy and guiding the team towards targets.Key Responsibilities:·         Morning Reports- Pulling and sending out to teamo   New Approvalso   Call Activity Logso   Files to Docso   UW condition assignmentso   Expiring Lock Report- Monitor the daily report·         Organize coverage for AM’s who are out of the office.o   Monitor the emails for associates who are out of office.·         Lead and motivate the team.o   Solve problemso   Monitor condition review pipeline, call logs and new approval reviewso   Communicate goals and targetso   Share feedback·         Main contact for New Hireso   Organize training schedule.o   Maintain close relationships to confirm training is on target and accurate.·         Mavent Escalations·         Assist with pipeline movement·         Other Duties as assigned by ManagerQualifications:High School diploma or equivalent required.Minimum of 2 years Account Manager ExperienceStrong communication and interpersonal skills, with the ability to effectively explain complex processes. Skills & Abilities:Attention to detail and strong organizational skills.Ability to work in a fast-paced environment while managing multiple tasks simultaneously.Excellent problem-solving skills and a proactive approach to broker inquiries.Strong customer service orientation, with a focus on fostering positive relationships with brokersCompany DescriptionOur CompanytheLender was created to make a difference. As a group of proven industry leaders who founded one of the largest and fastest growing Wholesale mortgage companies in the United States, we aim to change the stagnant landscape of Wholesale mortgage – one partnership, one loan, and one day at a time.

Salary : $36 - $39

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