Job Title:
Non-Delegated Account ManagerLocation:
CA - Westlake VillageWhat you'll do:
As an Account Manager you'll be accountable for the operational management of client relationships. You'll provide quality service by maintaining client accounts (pipeline management), including manage aged loans, lead regular client calls, and follow up on escalations as needed.- Manage pipeline of 100-125 active units. Maintain constant client contact – keeps client aware of outstanding conditions, approaching deadlines, and supports the forward movement of the file through excellent communication. Manage loan locks and expirations through proactive contact.
- Meet KPI goals as defined by leadership to include: response time, customer service quality, production, guideline proficiency. Handle a high call/email volume, and must prioritize and accomplish various tasks at any given time. Answer product questions and resolves customer service issues. Demonstrate proficiency with agency guidelines as well as internal resources, effectively answering ~90% of client inquiries.
- Review documentation and clear or create conditions as needed. Manage all withdraw/cancellation requests.
- Run daily reporting, managing aged loans, etc. Oversee sellers' pipeline forward towards funding.
What you'll need:
- 2+ years of related experience in Mortgage Operations and Originations, Wholesale Mortgage Lending, Client Facing or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Intermediate knowledge of residential mortgage industry in Correspondent or Retail Lending; including sales, operations, capital markets and/or other residential mortgage products and services.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Intermediate knowledge of MS Office products.
- Intermediate experience with client or customer facing mortgage in the correspondent or wholesale space, Mortgage Loan Processing or Underwriting experience.
- Advanced speaking and writing communication skills.
Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
About the company:
AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [email protected] or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
© Western Alliance Bancorporation
Top Skills
AmeriHome Mortgage Westlake Village, California, USA Office
1 Baxter Way, Suite 300, , Westlake Village, CA , United States, 91362
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