- Manage partner portals involving fund management, deal registration approvals/assignment, and communication of leads to the appropriate sales teams. - Ensure maintenance of current technical and sales certifications within the company. Identify certification requirements, interface with the regional engineering managers to determine certification status of each resource and ensure accurate reporting back to each cloud provide.- Manage and facilitate invoices from the cloud providers to our finance team.

HR AdministrationGeneral Business AdministrationFinancial AdministrationExecutive AdministrationSupport the project teamsProcessing document recordsManagement of recordsMaintenance of the document database (i.e. Procore)Troubleshooting document issues and requests.

·Promoted from Funder to Account Manager in eight months·Excellent computer skills (Excel, MS Word, Encompass)·100% Accountability for all decisions·Knowledgeable of all regulations and products (FHA, NON QM, VA)·Compliant with State and Federal laws·Expertise in speaking with customers and gaining exceptional communication skills·Top Performer and several awards for proficiency

Receives loan files for all loans after approvalOpens escrow and titlePrepares loan documents for loans upon satisfaction of conditions set at time of approval in accordance with the bank's policies and proceduresProvides loan documents and funding conditions/instructions to escrowCoordinates with escrow and monitors the progress of the loan until final closingReviews signed loan documents upon receipt from escrow and resolves issues prior to fundingPrepares outgoing wire instructions and submits wire instructions to Accounting DepartmentReviews funded loan files prior to submission to the Loan Servicing Department and/or handling by the Secondary Marketing RepresentativeWorks closely with loan underwriters and processors to ensure effective completion of loan origination processUsing Doc Magic, accurately prepare loan docs for closing

-Process incoming customer, vendor or third party documents as outlined in departmental procedures and as directed by team/department leadership - Complete system workflows for roles assigned by team/department leadership - Ensure all required tasks are performed to secure an enforceable lien - Audit loan notes and major events to understand and perform outstanding file requirements -Input data correctly and accurately -Provides appropriate documentation to applicants, vendors and other third parties at appropriate times throughout the process