Account Manager

Acra Lending is seeking an Account Manager to assist Brokers/AEs with loan applications and submissions, while providing excellent customer service and maintaining an accurate production forecast. The role requires strong communication and organizational skills, as well as experience with mortgage industry software and online apps.

Requirements

• Manage Wholesale loans for Account Executives from submission through funding
• Assist AEs/Brokers, offering timely responses to questions and excellent customer service
• Review broker-submitted documentation before submitting to Underwriting and Closing Dept.
• Perform Account Manager Welcome Call on files flagged by Loan Set Up
• Follow up on all PTD and PTF conditions; updates should be noted in Byte Pro
• Maintain an accurate Account Manager Production Forecast
• Deliver Weekly Production Forecast to Management
• Complete tasks assigned as outlined by Acra Policy/Timeline
• Follow Acra P&P relative to file flow, aged pipeline, email/phone communication, tasks, etc.
• Maintain minimum pipeline of 55-65 active loans
• Must be able to communicate efficiently by making phone calls to customers
• Meet or exceed the monthly minimum closed loan production requirements
• Perform other duties as assigned

Benefits

• Medical
• Dental
• Vision
• Wellness programs
• EAP counseling services
• FSA & HSA
• Company sponsored life insurance for employee
• Voluntary life insurance for employee, spouse and child
• AD&D Insurance
• Voluntary short-term and long-term disability
• Critical illness insurance
• Accident insurance
• Legal assistance
• Pet insurance
• Living will and trust preparation discounts
• Commuter program
• Annual walking challenge
• Employee appreciation events
• Monthly sales awards