Non-QM East Coast Wholesale Account Manager Team Lead
Fully Remote •
Fully Remote Champions Funding
Description
- Lead, mentor, and support a team of Account Managers, ensuring timely loan closings and effective management of customer relationships.
- Serve as the main point of contact for Brokers, Borrowers, and all internal departments (Sales, Underwriting, Docs, Funding), ensuring seamless communication and exceptional customer service.
- Oversee the monitoring and management of a small loan pipeline, ensuring timely funding of loans while demonstrating best practices in client engagement.
- Monitor and assign loan applications, ensuring efficient processing and adherence to timelines.
- Assist team members with pipeline management during periods of absence or high workload.
- Train and integrate new account managers into the team, helping them set up their pipelines and understand processes.
- Conduct regular group training sessions to reinforce best practices and enhance team performance.
- Report on system issues and collaborate with relevant departments to resolve challenges.
- Track and report on team performance to ensure adherence to productivity goals and turnaround times.
- Identify opportunities for process enhancements and communicate any revised processes to the team.
- Provide guidance and support in resolving complex loan processing issues or customer concerns.
- Report any discrepancies in the Account Manager SOP.
Requirements
- EST candidates preferred.
- Minimum of three (3) years of mortgage Account Manager or loan processing experience, with at least one (1) year in a leadership or team lead role.
- Proven experience as an Account Manager or in a similar role, with a track record of success.
- Expertise in non-QM product knowledge is a plus.
- Experience with Lending QB/Meridian Link is highly preferred.
- Proven ability to lead a team and maintain high standards of customer service and performance.
- Excellent organizational, time management, and multi-tasking abilities.
- Strong customer service skills with the ability to effectively handle complex situations.
- Self-motivated with the ability to work independently and as part of a team.
- Proficient in MS Office products, with excellent computer skills.
- Exceptional attention to detail and a high degree of accuracy.
- Strong written and verbal communication skills.
- Ability to thrive in a competitive, time-sensitive industry.