Jobs at JBA International

View all jobs

Mortgage Account Manager

Rockville, MD · Accounting/Finance

Job Description – Account Manager

Non-QM Lending is the fastest growing segment of the mortgage industry. This Lender is expanding operations nationally. They are celebrating 21 years as the fastest and oldest Non-QM lender in the industry. Join our growing team by applying today!



The primary responsibilities of the Wholesale Account Manager are to conduct the necessary loan tasks and functions required in order to close loans that are in the active pipeline. The Wholesale Account Manager must maintain Mortgage quality standards through proper loan due diligence, attention to detail, and completion of all required steps in a timely and efficient manner. The Wholesale Account Manager is responsible for post-underwriting pipeline tasks, and communication with internal Client Managers, Account Executives, vendors, and clients to troubleshoot problems and identify necessary steps that need to take place in order to close loans. The Wholesale Account Manager works closely with several internal departments: Underwriting, Secondary Marketing, Closing, and Post Closing.


  • Perform review of loans originated by third parties for general guidelines and identify outstanding items or questions that could cause closing delays.

  • Communicate all approval status changes and clear to close statuses with client and/or client manager via phone or e mail.

  • Discuss conditions as dictated by UW and internal policy and ensure client/client manager understands what is required.

  • Resolve problems and questions with underwriting department and secondary marketing department.

  • Perform pipeline tasks necessary to clear loan conditions and preview all conditions that are submitted to this company by clients that are pending UW review.

  • Maintain daily workflow prioritization, and communicate accordingly, to ensure all urgent matters are dealt with, and purchase transactions do not carry beyond target close date.

  • Audit files for compliance throughout the loan process: RESPA/GFE, Compensation Rules, HOEPA, all applicable predatory lending tests, TILA, MDIA, and Appraiser Independence requirements.

  • Complete all processing tasks required prior to submission to closing department and submit files to the closer free of deficiencies.


• High School Diploma or equivalent required. College Degree, business or finance, preferred.

  • Minimum of at least four (4) years of Mortgage Loan Processor experience is required.

  • Excellent organizational and analytical skills

  • Proactive follow-up abilities and meticulous attention to detail

  • Proven ability to be consistent, dependable and accurate in carrying out responsibilities

    toward the goal of a successful conclusion with respect to each loan being processed

  • Demonstrated aptitude to learn rapidly and adapt quickly to changing situations

  • Superior customer service skills

  • Ability to use general office equipment

  • Intermediate knowledge of compliance regulations and mortgage guidelines.

  • Demonstrated ability to develop and maintain excellent communications with external

    and internal customers and team mates.

  • Ability to use computer and job-related software including but not limited to: PC Lender.

    Proficient with Windows/ Microsoft Office product knowledge.

Share This Job

Powered by