Account Manager Team Lead -Future Opportunity

**This is an Evergreen Requisition- We are collecting resumes of people are interested in this future opportunity**

• Conduct detailed pre-closing reviews to ensure loan files meet agency, investor, and internal requirements.
• Perform FHA checks, verification of employment reviews, flood certificate validations, FEMA disaster reviews, and appraisal data entry within the LOS system.
• Review APR changes and loan modifications to ensure compliance requirements are met and updated Closing Disclosures are issued appropriately.
• Maintain consistent communication with brokers, borrowers, account executives, underwriters, and internal operational teams regarding loan status updates and outstanding conditions.
• Review, verify, update, and manage approval conditions throughout the loan lifecycle.
• Evaluate conditions submitted by brokers and coordinate with underwriting teams for review and approval.
• Input and validate homeowner’s insurance, flood insurance, tax, title, and broker fee information accurately within the system.
• Verify receipt of required tax transcripts and supporting documentation when applicable.
• Distribute updated conditional approvals and communicate next steps to brokers and borrowers.
• Ensure all disclosures comply with AFR policies, federal and state regulations, and agency guidelines including Conventional, FHA, VA, USDA, Fannie Mae, and Freddie Mac requirements.
• Respond to inbound phone calls and email inquiries related to conditional approvals, documentation requests, and file status updates.
• Partner closely with Account Executives to support strategic client relationships and operational success.
• Exercise elevated authority by reviewing and clearing select conditions beyond standard Account Manager approval authority.
• Support process improvement initiatives designed to improve operational efficiency, communication, and client experience.
• Assist with additional operational or client support responsibilities as business needs evolve.

• 3+ years of mortgage operations, account management, processing, underwriting support, or correspondent lending experience.
• Strong knowledge of agency and investor guidelines including FHA, VA, USDA, Conventional, Fannie Mae, and Freddie Mac products.
• Experience reviewing loan conditions, disclosures, compliance documentation, and pre-closing file requirements.
• Ability to manage strategic client relationships in a fast-paced, deadline-driven environment.
• Strong understanding of mortgage loan workflows, compliance standards, and operational processes.
• Exceptional communication and customer service skills with the ability to build trust and credibility with both internal and external partners.
• Strong analytical and problem-solving abilities with close attention to detail.
• Ability to manage multiple priorities, loan files, and escalations simultaneously while maintaining accuracy.
• Experience working within LOS platforms, mortgage systems, and operational tools.
• Demonstrated ability to collaborate cross-functionally with underwriting, sales, operations, and closing teams.
• Commitment to operational excellence, compliance, and delivering a high-touch client experience.
• Ability to work independently while contributing positively within a collaborative team environment.

• Reviewing pre-closing loan files for compliance, completeness, and investor eligibility.
• Managing communication with brokers, borrowers, and account executives regarding outstanding conditions and file statuses.
• Reviewing updated loan terms, APR changes, and disclosure requirements to ensure regulatory compliance.
• Coordinating with underwriting teams to resolve complex conditions and move files efficiently toward closing.
• Inputting insurance, tax, title, appraisal, and fee information into the LOS system accurately.
• Responding to client escalations, documentation questions, and operational inquiries.
• Monitoring loan pipelines to ensure service-level expectations and closing timelines are achieved.
• Supporting strategic clients through a proactive, relationship-focused service approach.
• Identifying process gaps or operational inefficiencies and recommending workflow improvements.
• Collaborating cross-functionally to deliver a seamless and compliant client experience.

• Fully Remote 

• Competitive base salary plus incentive opportunities
• Comprehensive medical, dental, and vision coverage
• 401(k) plan with company participation
• Paid time off and company holidays
• Professional development and career growth opportunities
• Access to tools, training, and resources to support success

**This is an Evergreen Requisition- We are collecting resumes of people are interested in this future opportunity**

• Conduct detailed pre-closing reviews to ensure loan files meet agency, investor, and internal requirements.
• Perform FHA checks, verification of employment reviews, flood certificate validations, FEMA disaster reviews, and appraisal data entry within the LOS system.
• Review APR changes and loan modifications to ensure compliance requirements are met and updated Closing Disclosures are issued appropriately.
• Maintain consistent communication with brokers, borrowers, account executives, underwriters, and internal operational teams regarding loan status updates and outstanding conditions.
• Review, verify, update, and manage approval conditions throughout the loan lifecycle.
• Evaluate conditions submitted by brokers and coordinate with underwriting teams for review and approval.
• Input and validate homeowner’s insurance, flood insurance, tax, title, and broker fee information accurately within the system.
• Verify receipt of required tax transcripts and supporting documentation when applicable.
• Distribute updated conditional approvals and communicate next steps to brokers and borrowers.
• Ensure all disclosures comply with AFR policies, federal and state regulations, and agency guidelines including Conventional, FHA, VA, USDA, Fannie Mae, and Freddie Mac requirements.
• Respond to inbound phone calls and email inquiries related to conditional approvals, documentation requests, and file status updates.
• Partner closely with Account Executives to support strategic client relationships and operational success.
• Exercise elevated authority by reviewing and clearing select conditions beyond standard Account Manager approval authority.
• Support process improvement initiatives designed to improve operational efficiency, communication, and client experience.
• Assist with additional operational or client support responsibilities as business needs evolve.

• 3+ years of mortgage operations, account management, processing, underwriting support, or correspondent lending experience.
• Strong knowledge of agency and investor guidelines including FHA, VA, USDA, Conventional, Fannie Mae, and Freddie Mac products.
• Experience reviewing loan conditions, disclosures, compliance documentation, and pre-closing file requirements.
• Ability to manage strategic client relationships in a fast-paced, deadline-driven environment.
• Strong understanding of mortgage loan workflows, compliance standards, and operational processes.
• Exceptional communication and customer service skills with the ability to build trust and credibility with both internal and external partners.
• Strong analytical and problem-solving abilities with close attention to detail.
• Ability to manage multiple priorities, loan files, and escalations simultaneously while maintaining accuracy.
• Experience working within LOS platforms, mortgage systems, and operational tools.
• Demonstrated ability to collaborate cross-functionally with underwriting, sales, operations, and closing teams.
• Commitment to operational excellence, compliance, and delivering a high-touch client experience.
• Ability to work independently while contributing positively within a collaborative team environment.

• Reviewing pre-closing loan files for compliance, completeness, and investor eligibility.
• Managing communication with brokers, borrowers, and account executives regarding outstanding conditions and file statuses.
• Reviewing updated loan terms, APR changes, and disclosure requirements to ensure regulatory compliance.
• Coordinating with underwriting teams to resolve complex conditions and move files efficiently toward closing.
• Inputting insurance, tax, title, appraisal, and fee information into the LOS system accurately.
• Responding to client escalations, documentation questions, and operational inquiries.
• Monitoring loan pipelines to ensure service-level expectations and closing timelines are achieved.
• Supporting strategic clients through a proactive, relationship-focused service approach.
• Identifying process gaps or operational inefficiencies and recommending workflow improvements.
• Collaborating cross-functionally to deliver a seamless and compliant client experience.

• Fully Remote 

• Competitive base salary plus incentive opportunities
• Comprehensive medical, dental, and vision coverage
• 401(k) plan with company participation
• Paid time off and company holidays
• Professional development and career growth opportunities
• Access to tools, training, and resources to support success