JobsAccount ManagerUnited StatesAccount Manager
Velocity Mortgage Capital
Posted 4 days ago
Account Manager
Velocity Mortgage Capital · Westlake Village, California, United States
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In short
The Account Manager acts as a liaison between brokers, account executives, and vendors to manage a pipeline of over 50 loans. Responsibilities include processing loan documentation, ensuring compliance with guidelines, and facilitating the loan process from opening to funding.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates must have mortgage industry experience and strong organizational skills to manage high-volume loan pipelines. A Bachelor's degree is preferred, and proficiency in loan operating systems is considered a plus.
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Questions about this role
- Is this Velocity Mortgage Capital role remote?
- Tagged on site.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 2-5 years.
The posting, in full
Velocity Commercial Capital, LLC is a wholly-owned subsidiary of Velocity Financial, Inc, an NYSE-listed public company. Velocity Commercial Capital is a real estate finance company founded in 2004 that primarily originates and manages investor loans secured by 1-4 unit residential rental and small commercial properties. Velocity Commercial Capital is seeking to hire a Loan Processor who will act as a liaison for the account executives and brokers, as well outside vendors such as title, escrow, and insurance companies via phone and email. This is a full-time position and is located at the offices in Irvine, CA.
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Account Manager
Velocity Commercial Capital, LLC is a wholly-owned subsidiary of Velocity Financial, Inc, an NYSE-listed public company. Velocity Commercial Capital is a real estate finance company founded in 2004 that primarily originates and manages investor loans secured by 1-4 unit residential rental and small commercial properties. Velocity Commercial Capital is seeking to hire a Loan Processor who will act as a liaison for the account executives and brokers, as well outside vendors such as title, escrow, and insurance companies via phone and email. This is a full-time position and is located at the offices in Irvine, CA.
The ideal candidate for this position has loan processing experience and will be organized and very detail oriented.
Job Duties and Responsibilities
Account Manager will act as a liaison for the Account Executive and Broker as well outside vendors such as title, escrow, and insurance companies via phone and email.
- Work directly with brokers on conditions, documents, and questions.
- Effectively manage pipeline of 50+ loans
- Must be able to multitask and have a great attitude.
- Proactively work to solve issues and provide solutions
- Ensure excellent customer service is provided to internal and external partners.
- Open loans & order appraisal in a timely manner.
- Add conditions according to the loan programs and VMC guidelines
- Collect and prepare all necessary documentation for the loan package.
- Organize, index, and evaluate received documentation.
- Prepare and maintain all paperwork for existing and new loans.
- Submit files to the designated Underwriter.
- Obtain an accurate Closing Confirmation signed and dated by broker
- Processing input fields completed and accurate
- Confirm documents are labeled correctly and in the correct placeholders.
- Successfully bring the loan from opening to closing/funding once value has been received.
Required Skills and Experience
- Mortgage industry experience required
- Knowledge of loan operating systems is a plus
- Bilingual Spanish is a plus
Education Requirements
Bachelor’s Degree preferred
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