
(#34303) Mgr I, Pipeln Accts
The Pipeline Accounts Manager is responsible for operational management of loans within an assigned client segment and is the external contact for all loan level and strategic fulfillment issues. As the Pipeline Accounts Manager, you will focus on feedback to both internal and external customers on loan quality and operational efficiency as well as client consulting and advocacy.
The Pipeline Accounts Manager will:
- Conduct daily review of active pipeline and identify appropriate client follow-up actions
- Interact with external clients providing reporting highlighting items requiring action, work with clients to solve open loan level items and document system of record with actions taken
- Review pipeline of all loans within assigned client segment for invalid stipulations or identification of alternative solutions
- Identify and resolve client issues/friction and escalate to management as appropriate
- Maintain communication channels with internal and external partners
- Manage individual service level agreements and turn times on all loans in the assigned pipeline
- Perform other related duties as required and assigned
- Demonstrate behaviors which are aligned with the organization’s desired culture and values
What You’ll Bring:
- Bachelor’s degree or higher in Business Administration, Finance or related field or applicable direct industry experience
- 3+ years of mortgage experience with contemporary knowledge of mortgage industry and operational practices
- Functional understanding of applicable Federal, state and local lending regulations
- Basic software proficiency including Microsoft Office Suite