Mortgage Account Manager

Prime Choice Funding, Inc.
Miami, FL / Remote
30+ days ago

Job Description

The Account Manager represents both the Account Executive and Broker while working with the Operations team to meet production goals and service levels. The Account Manager is liaison for all Broker requests and communications.


  • Review and forward Broker Loan Decision to Broker and Account Executive upon receipt from Underwriter
  • Preview incoming loan conditions and prepare for Underwriter review
  • Review and sign off loan conditions identified as being responsibility of Account Manager
  • Input miscellaneous information into loan origination system as needed
  • Upon receipt of Document Order from Broker, prepare file for final Underwriting review and loan document request
  • Provide a "buffer" between the Broker and UW for condition review
  • Ensure to the best of their ability that all PTD conditions are met on approval before UW review
  • Escalate issues to Operations Director as needed
  • Process cancelled/withdrawn files in a timely manner
  • Order various verification reports (4506-Ts, VOEs, VODs, etc.) as necessary
  • Perform and document final Verbal Verification of Employment prior to close
  • Assist Risk Management as needed to resolve incomplete files, investor suspensions, NORs, or QC issues
  • Function as the liaison between PCF and our clients though verbal and written communication
  • Manage the pipeline effectively to ensure quality and timely reviews
  • Verify all re-disclosures and Changes of Circumstances
  • Deal with our customers in a manner that exemplifies our company's core values
  • Reconciling fees and terms to Broker Doc Request & Encompass
  • Check that document expiration dates meet our closing date
  • Demonstrate interpersonal, organizational and time management skills


  • Basic knowledge of applicable agency (Fannie, FHA, and VA) and company requirements
  • Basic knowledge of MDIA and Respa 2010 compliance requirements
  • Must be knowledgeable of elements of a basic mortgage loan file, including disclosure documents, loan closing documents, appraisal, title report, income verification, credit report, and 1003 URLA
  • Knowledge of the new TRID requirements
  • Deep knowledge of the QM requirements
  • Experience disclosing loans
  • Familiar with FHA Connection website, and all applicable functions
  • Strong time management skills
  • Ability to communicate clearly and effective, both orally and written
  • Must possess strong organization, communication, and follow-up skills
  • Ability to work in high pressure environment, and to effectively prioritize workload
  • Encompass Loan Origination System
  • Basic office equipment: Copier, scanner, fax machine, multi-line telephone, and computer applications
  • Must possess strong computer application knowledge, and be able to readily learn and adapt to new programs and websites as needed
  • Intermediate level with Microsoft Office Suite including: Word, Excel, Outlook, and Power Point

Job Type: Full-time


  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance


  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus pay


  • High school or equivalent (Preferred)

Work Location:

  • One location

Work Remotely:

  • Yes


Not sure if you qualify?

Uvaro is here to help you land great jobs like this one.

Upgrade your skills

Other Jobs

Rise People

Rise is Canada’s complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.

Vancouver, BC

1+ years of successful sales development experienced experience in B2B software or B2C services is a plus. Ability to work occasional evenings or weekends.

Waterloo, ON / Remote
Suburban Propane
a few seconds ago