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Junior Account Manager
Orion Lending Orange, CA
$100k-135k (estimate)
Full Time 1 Day Ago
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Orion Lending is Hiring a Junior Account Manager Near Orange, CA

JR. ACCOUNT MANAGER

Position Description

Position Summary:

  • Ensure prompt and efficient service to brokers as liaison between brokers, underwriters, appraisal reviewers, account executives and funders.
  • Manage assigned pipeline to insure timely and efficient action.
  • Ensure that all underwriting requirements/conditions are satisfied prior to printing loan-closing documents from pipeline of approved loans.
  • Coordinate delivery of accurate loan closing documents. Ensure all procedures are applied to pipeline loans being cancelled or denied.
  • Responsible for each assigned applicant from opening through closing.

Specific Duties and Responsibilities:

  • Manage pipeline to ensure adherence to company lending and service standards.
  • Communicate with brokers to provide status of loans. Confirm rates and fees charged and input data into loan origination system for documentation preparation.
  • Request/verify accuracy of loan documentation to satisfy underwriting conditions.
  • Remain current on company requirements and ensure compliance.
  • Coordinate delivery of loan closing documents to assigned closing agent/title company.
  • Maintain clear, consistent line of communication between the broker, underwriter,

funder and assigned Account Executives.

  • Price loans accurately based off company rate sheet and submit via loan origination system.

Specific Authorities for Jr. AM:

  • Has received advance skill building and mentoring from Orion Lending managers
  • Complete FHA and VA case assignment, Appraisal orders or transfers, or other escalations through the Appraisal and Case Desk Zoho queues
  • Initial 1003 and HUD addendum conditions; Implements program and rate changes in preparation for underwriting; Compliance expert (RESPA, MDIA, Reg Z, GFE, Etc.)

Specific knowledge and requirements:

  • Strong organization and communication skills.
  • Basic understanding of residential mortgage loan terminology, credit process and documentation.
  • Ability to work with minimal supervision, assume multiple tasks and establish priorities to meet service standards.
  • Functional knowledge of Encompass software.
  • Provide industry leading service to our Broker Partners and Account Executives!

Job Type: Full-time

Pay: $23.00 - $27.00 per hour

Travel requirement:

  • No travel

Experience:

  • Mortgage company: 5 years (Required)
  • Encompass: 5 years (Required)

Work Location: Hybrid remote in Orange, CA 92868

Job Summary

JOB TYPE

Full Time

SALARY

$100k-135k (estimate)

POST DATE

05/23/2024

EXPIRATION DATE

09/19/2024

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The following is the career advancement route for Junior Account Manager positions, which can be used as a reference in future career path planning. As a Junior Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Junior Account Manager. You can explore the career advancement for a Junior Account Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Junior Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Junior Account Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Junior Account Manager job description and responsibilities

Junior account managers provide assigned customers and sales teams with assistance.

01/11/2022: Monterey, CA

Junior account managers help companies find new sales leads, support assigned clients and collaborate with the sales team to create pricing schemes and sales plans.

02/10/2022: Waco, TX

Junior account managers are professionals responsible for finding new sales accounts from within an assigned territory.

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On top of the account management skills, junior account managers require strong communication, planning and leadership skills.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Junior Account Manager jobs

When composing emails, reports and other written documents, the junior account managers must be concise and precise.

02/01/2022: Indianapolis, IN

Excellent junior account managers use critical thinking abilities to address this and other complex challenges and plan for the future.

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Junior accountant managers achieve these goals by learning and understanding the objectives of customers and then helping the customers achieve the objectives.

03/11/2022: Greenville, MS

Reporting and coordinating with the Account Manager to analyze sales data.

01/30/2022: Philadelphia, PA

Written and spoken communication skills.

01/27/2022: Pine Bluff, AR

Step 3: View the best colleges and universities for Junior Account Manager.

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