The Account Manager manages mortgage loan pipelines, ensures compliance with regulations, acts as a liaison, and meets closing goals while answering broker inquiries.

The Secondary Marketing Specialist manages pricing and rate lock duties, loan sales, securitizations, and reporting, ensuring data integrity and communication with investors.

The Agency Account Executive is responsible for cold calling brokers, tracking contacts in a CRM, maintaining sales reports, training brokers, and providing support on mortgage products.

Manage internal audit activities for the company, ensuring proper risk control frameworks, communication with management, and compliance with regulations. Lead audits and provide improvements for operational efficiency.

The Funder prepares closing packages, collaborates with Escrow/Title, ensures funding condition compliance, and reviews loan documents for accuracy.

The Wholesale Account Executive will manage broker relationships, conduct cold calls, track sales activities, and support brokers with service and training on products and guidelines.

The Financial Analyst will produce budgets and forecasts, analyze actual performance against budgets, and track operational efficiency across departments.

The Treasury & Liquidity Analyst will manage daily cash flows, warehouse line management, and cash analysis while supporting bank relationships and compliance reporting.

The Jr. Account Manager supports Account Managers and brokers by providing customer support, managing pipelines, and assisting in standard tasks. They serve as a liaison between sales and operations teams and shadow Account Managers for training on loan processes.

The Post Closing Specialist reviews closed loan files for compliance, manages documentation, ships loans to investors, and monitors loan conditions, ensuring timely closings.