Account Manager
CurrentPerforms a variety of tasks maintaining familiarity with a variety of the offices best practice of policy andprocedure-Maintain and manage branch pipeline through reporting based on assigned AccountExecutive(s) production. Discuss the status of the loan(s) and communicate conditions to Mortgage Broker and/or Account Executive. -Working diligently with the Underwriters to obtain all the required conditions and documents to clear a loan for closing. -Access FHA connection and the Work Number, review Credit Refreshes and process Verbal Verification of Employments- Assigning loans to specific Underwriters. - Preparing the loan file to ensure a clean submission to underwriter and clean approval to client once the Underwriter completes their initial Underwrite. -Ensure loans are disclosed within required guidelines, accurately while also collecting items necessary for underwriting and maintaining compliance to policy. - Orders 4506-t’s and reviews Tax Transcripts-Sends loans to the closing department to start and complete early CD process- Completes a Clear to Close process once the loan has been cleared from underwriting so loan documents can go to Title Company for the closing of the loan.
