Wholesale Account Manager - Remote
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Benchmark Mortgage
Plano, TX, US
Summary
The Wholesale Account Manager monitors the wholesale pipeline and performs pre-underwriting reviews for loan files. They maintain communication with internal teams and external broker partners to ensure efficient loan processing and document management.
Job Description
Wholesale Account Manager
Position Overview:
11 Mortgage is a dynamic lending community founded on customer centricity, and our Third Party Originations provide our customers with more home financing options. The Wholesale Account Manager is responsible for monitoring the wholesale pipeline for account executives and completing pre-underwriting reviews.
Ideal candidates for this position have a strong service-oriented mindset, are self-directed, and enjoy managing processes.
Essential Functions of the Role:
- Maintain open channels of communication with internal and external parties to ensure superior customer service.
- Work directly with underwriting and external broker partners on conditions, documents and questions.
- Complete pre-underwriting reviews, FHA/VA checks, organize imaged documents, order servicing and data entry of key loan information into Encompass.
- Provide daily and weekly updates to the management team.
- Other duties as assigned.
Classification: Full Time, Non-Exempt
Essential Knowledge/Skills/Abilities:
- Extensive knowledge of FHA, VA and Conventional loan programs
- Knowledge of Desktop Underwriter guidelines
- Thorough knowledge of various property types, including, but not limited to, SFR, Condos and PUDs
- Well-developed understanding of mortgage processing, underwriting and closing procedures
- Ability to identify and anticipate needs
- Proven ability to prioritize and multi-task
- Excellent time management skills
- Ability to work across organizational boundaries
- Advanced problem solving capabilities
- Strong written and verbal communication skills
- Works well with little direction
Wholesale Account Manager
Experience Requirements:
- Minimum of three (3) years of front-line processing experience; wholesale experience preferred.
- Experience with Encompass preferred.
Education / Licensing Requirements:
- Associate’s degree or equivalent work experience in residential mortgage lending.
Working Conditions:
- Fast-paced environment.
- Requires normal vision (corrected) both close and distant.
- Requires normal hearing levels (corrected).
- Requires working at a desk to use a phone and computer for extended periods of time.
- Requires sitting, bending.
- Works effectively with frequent interruptions.
- Lifting requirements of 10 lbs. occasionally.
- Minimal travel <5%.
A community of mortgage professionals
Benchmark is a full-service mortgage banker and seller-servicer. Founded in 1999, the company is headquartered in Plano, TX . We’re licensed in 48 states across the United States and service loans nationwide.
We are a community of mortgage professionals that are united by the Benchmark core values - success, relationship, dynamic, excellence, positive attitude. Everything we do comes back to these five defined beliefs. Adhering to these values dictates the way we think, manage our business, and treat our customers, as well as our attitude towards our business partners. We put our customers at the center of everything we do. We want to give them such outstanding service that they will honor us with repeat business and rave about us to their friends, families, and business associates. Moreover, Benchmark is committed to prudent, fair, and responsible lending and mortgage servicing. We believe in providing the customer with the financing that can benefit them, and not harm them.
Our accolades include:
• #8 Top 100 Places to Work (midsize company) in Dallas-Fort Worth for 2020
• #21 Top 100 Places to work (midsize company) in Dallas-Fort Worth for 2019
• #24 Top 100 Places to work (midsize company) in Dallas-Fort Worth for 2018
• #21 Top 100 Places to work (midsize company) in Dallas-Fort Worth for 2017
• Mortgage Executive Magazine Top 100 Mortgage Companies in America for 2012
• Ernst & Young Entrepreneur of the Year 2011 Finalist
• #57 in the Inc. 500 List of America’s Fasted Growing Private Companies
• # 139 in Entrepreneur Magazine’s Hot 500 - Fastest Growing Companies in America
• #12 in the prestigious Dallas 100
For licensing information go to https://nmlsconsumeraccess.org/
ARK-LA-TEX Financial Services, LLC dba Benchmark Mortgage & Benchmark Home Loans (Benchmark Lending in NY / NJ)
Company NMLS ID 2143
Equal Housing Opportunity
Founded
1999
Company size
501-1,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Plano, TX
A community of mortgage professionals
Benchmark is a full-service mortgage banker and seller-servicer. Founded in 1999, the company is headquartered in Plano, TX . We’re licensed in 48 states across the United States and service loans nationwide.
We are a community of mortgage professionals that are united by the Benchmark core values - success, relationship, dynamic, excellence, positive attitude. Everything we do comes back to these five defined beliefs. Adhering to these values dictates the way we think, manage our business, and treat our customers, as well as our attitude towards our business partners. We put our customers at the center of everything we do. We want to give them such outstanding service that they will honor us with repeat business and rave about us to their friends, families, and business associates. Moreover, Benchmark is committed to prudent, fair, and responsible lending and mortgage servicing. We believe in providing the customer with the financing that can benefit them, and not harm them.
Our accolades include:
• #8 Top 100 Places to Work (midsize company) in Dallas-Fort Worth for 2020
• #21 Top 100 Places to work (midsize company) in Dallas-Fort Worth for 2019
• #24 Top 100 Places to work (midsize company) in Dallas-Fort Worth for 2018
• #21 Top 100 Places to work (midsize company) in Dallas-Fort Worth for 2017
• Mortgage Executive Magazine Top 100 Mortgage Companies in America for 2012
• Ernst & Young Entrepreneur of the Year 2011 Finalist
• #57 in the Inc. 500 List of America’s Fasted Growing Private Companies
• # 139 in Entrepreneur Magazine’s Hot 500 - Fastest Growing Companies in America
• #12 in the prestigious Dallas 100
For licensing information go to https://nmlsconsumeraccess.org/
ARK-LA-TEX Financial Services, LLC dba Benchmark Mortgage & Benchmark Home Loans (Benchmark Lending in NY / NJ)
Company NMLS ID 2143
Equal Housing Opportunity
Founded
1999
Company size
501-1,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Plano, TX