Joblog for H & R Block / Option 1 Mortgage
Account Manager, Team Lead
Skills:
Qualifications:
· High school diploma or equivalent.
· One to two years experience in customer service.
· Familiar with residential loan file documentation and underwriting requirements.
· Good verbal and written communication skills.
· Good organizational skills.
· Customer service and team oriented.
· Proactive and Self Starter
· Ability to multitask and problem solve.
· Basic computer knowledge and capabilities
Rate: NA
Term: Direct Hire
Length: NA
Location: Atlanta, Ga
Area Code: 404
Description:
Reference: 010802
Responsible for the processing of loans files, from submission through disposition. Acts as a liaison between brokers, closing agents, and branch associates, ensuring quality service and and adherence to underwriting guidelines.
Job Functions:
· Maintains positive relationships with brokers, closing agents, account executives, and fellow associates.
· Contacts brokers to confirm receipt of loan package, program requested, rates and fees.
· Provides daily status to brokers and account executives on loans in process.
· Responds to Broker/Account Executive inquiries on loan conditions and/or documentation requested for approval or funding.
· Negotiates and problem solves pricing, program changes and reworks with mortgage broker.
· Recommends appropriate underwriting exceptions to an underwriter to satisfy brokers needs.
· Signs off on conditions within approval authority.
· Monitors loans in process and follows-up on outstanding conditions.
· Reviews and updates Account Managers Log daily.
· Confirms loan terms, rates, and fees with broker prior to ordering loan documents drawn.
· Reviews HMDA data for accuracy on loans denied, approved but not accepted, withdrawn, or closed for incompleteness.
· Participate on Branch and Company-wide committees
· Work closely with AE and Senior AM reviewing pipeline to assess, strategize and determine what loans and when loans will fund.
· Empowered to enhance processes by assessing branch current process and offering solutions towards improvement.
· Help determine branch and long term goals by assess pipeline and strategizing ways to increasing fundings.
Wednesday, May 19, 2004
Account Manager, Team Lead
Skills:
Qualifications:
· High school diploma or equivalent.
· One to two years experience in customer service.
· Familiar with residential loan file documentation and underwriting requirements.
· Good verbal and written communication skills.
· Good organizational skills.
· Customer service and team oriented.
· Proactive and Self Starter
· Ability to multitask and problem solve.
· Basic computer knowledge and capabilities
Rate: NA
Term: Direct Hire
Length: NA
Location: Atlanta, Ga
Area Code: 404
Description:
Reference: 010802
Responsible for the processing of loans files, from submission through disposition. Acts as a liaison between brokers, closing agents, and branch associates, ensuring quality service and and adherence to underwriting guidelines.
Job Functions:
· Maintains positive relationships with brokers, closing agents, account executives, and fellow associates.
· Contacts brokers to confirm receipt of loan package, program requested, rates and fees.
· Provides daily status to brokers and account executives on loans in process.
· Responds to Broker/Account Executive inquiries on loan conditions and/or documentation requested for approval or funding.
· Negotiates and problem solves pricing, program changes and reworks with mortgage broker.
· Recommends appropriate underwriting exceptions to an underwriter to satisfy brokers needs.
· Signs off on conditions within approval authority.
· Monitors loans in process and follows-up on outstanding conditions.
· Reviews and updates Account Managers Log daily.
· Confirms loan terms, rates, and fees with broker prior to ordering loan documents drawn.
· Reviews HMDA data for accuracy on loans denied, approved but not accepted, withdrawn, or closed for incompleteness.
· Participate on Branch and Company-wide committees
· Work closely with AE and Senior AM reviewing pipeline to assess, strategize and determine what loans and when loans will fund.
· Empowered to enhance processes by assessing branch current process and offering solutions towards improvement.
· Help determine branch and long term goals by assess pipeline and strategizing ways to increasing fundings.
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