Account Manager Team Lead, Account Managers, Account Manager Assistants

theLender, founded by industry veterans, has become a leader in the mortgage industry over the past eight years, earning the #1 spot in real estate on the INC 5000 list. With over $11 billion in funded loans, including $6 billion in NonQM loans, theLender remains committed to innovation and excellence in the mortgage sector. As an approved FNMA/FHLMC seller servicer, our mission is to transform the mortgage landscape while delivering exceptional solutions and services to clients. Our dedicated team is the driving force behind our success, supported by our operations in Lake Forest, CA, and compliance with all necessary licensing and regulatory standards.

Full‑time, remote opportunities are available for one Account Manager Team Lead, several Account Managers (AM), and multiple Account Manager Assistants (AMA).

Account Manager Team Lead – Job Functions

• Oversee daily team pipeline management, including condition follow‑up, vendor follow‑up, aged/dormant loan reviews, and data integrity within the LOS.
• Collect loan data from the Account Manager team and provide the Account Manager Supervisor with volume projections and status updates (e.g., month‑end fundings, AM/AMA performance).
• Manage a small personal pipeline and communicate with all relevant parties—Loan Originators, Brokers, Processors, Underwriters, Funders, Doc Drawers, and leadership—to ensure transparency on loan status and outstanding requirements.
• Maintain strong knowledge of non‑QM products (including second mortgages and HELOCs) and FNMA/FHLMC, FHA, and VA programs.
• Provide daily loan status updates to brokers and loan originators for assigned files.
• Coach, mentor, and train team members to support performance and development.
• Deliver morning, midday, and end‑of‑day pipeline updates to management.
• Respond promptly to internal and external inquiries regarding loan conditions and required documentation.
• Review submitted conditions for accuracy, upload/attach documentation, and resubmit files to underwriting in a timely manner.
• Complete required change of circumstance documentation and request LE/CD re‑disclosures within mandated timeframes.
• Recommend process improvements to enhance efficiency and elevate the broker and borrower experience.
• Model company values by maintaining the highest standards of ethics and professionalism.
• Perform additional duties and special projects as assigned.

Account Manager Team Lead – Required Skills & Qualifications

• Bachelor’s degree in business, finance, or a related field preferred.
• Minimum 3 years of recent management experience and 2 years of current wholesale mortgage processing experience.
• Proficiency with Encompass360 LOS.
• Working knowledge of FHA/VA/USDA, FNMA/FHLMC, and investor underwriting guidelines.
• Understanding of non‑QM loan programs preferred.
• Strong knowledge of lending compliance and regulatory requirements.
• Ability to identify and resolve issues efficiently.
• Excellent communication skills to support teamwork and stakeholder relationships.
• Strong organizational and time‑management abilities.
• Ability to multitask and thrive in a deadline‑driven environment.
• Effective team leadership skills, including pipeline oversight and meeting closing targets.
• Experience training and mentoring team members.
• Strong analytical skills to assess client needs, identify solutions, and monitor team performance.
• High attention to detail and ability to maintain confidentiality.
• Strong pipeline management and customer service skills.

Account Manager – Job Functions

• Conduct daily pipeline reviews, including condition follow‑up, vendor follow‑up, aged/dormant loan reviews, lock status checks, and COCs.
• Manage pipeline and communicate with Loan Originators, Brokers, Processors, Underwriters, Funders, Doc Drawers, and/or the Team Lead to ensure all parties remain informed of loan status and outstanding requirements.
• Maintain strong knowledge of non‑QM products (including second mortgages and HELOCs) and FNMA/FHLMC, FHA, and VA programs.
• Provide daily loan status updates to brokers and loan originators.
• Respond to internal and external inquiries regarding loan conditions and documentation.
• Review submitted conditions for accuracy, upload/attach documentation, and resubmit files to underwriting promptly.
• Complete required change of circumstance documentation and request LE/CD re‑disclosures within required timeframes.
• Recommend process improvements to enhance efficiency and customer experience.
• Uphold company values through ethical and professional conduct.
• Perform additional duties and special projects as assigned.

Account Manager – Required Skills & Qualifications

• Bachelor’s degree in business, finance, or a related field preferred.
• Minimum 2 years of current wholesale mortgage processing experience.
• Experience with Encompass360 LOS.
• Working knowledge of FHA/VA/USDA, FNMA/FHLMC, and investor underwriting guidelines.
• Understanding of non‑QM loan programs preferred.
• Knowledge of lending compliance and regulations.
• Strong problem‑solving abilities.
• Excellent communication skills for collaboration and relationship‑building.
• Strong organizational and time‑management skills.
• Ability to multitask in a deadline‑driven environment.
• Ability to work effectively within a team.
• High attention to detail and ability to maintain confidentiality.
• Strong pipeline management and customer service skills.

Account Manager Assistant – Job Functions

• Conduct daily pipeline reviews, including vendor orders/follow‑up, aged/dormant loan reviews, file status tracking, and prioritization.
• Communicate with Account Managers, Brokers, Processors, Underwriters, Funders, Doc Drawers, and/or the Team Lead to ensure all parties remain informed of loan status and outstanding requirements.
• Retrieve SSRs and order appraisal review products.
• Send valuation copies to borrowers and document Proof of Delivery (POD).
• Order SSA‑89 verifications.
• Complete 4506‑C forms and order transcripts when needed.
• Respond to internal and external inquiries regarding loan conditions and documentation.
• Recommend process improvements to enhance efficiency and customer experience.
• Uphold company values through ethical and professional conduct.
• Perform additional duties and special projects as assigned.

Account Manager Assistant – Required Skills & Qualifications

• High school diploma or equivalent required.
• Minimum 2 years of current mortgage experience (retail processing, disclosing, loan setup, etc.).
• Experience with Encompass360 LOS.
• Working knowledge of lending compliance and regulations.
• Strong problem‑solving abilities.
• Excellent communication skills for teamwork and stakeholder interaction.
• Strong organizational and time‑management skills.
• Ability to multitask in a deadline‑driven environment.
• Ability to work effectively within a team.
• High attention to detail and ability to maintain confidentiality.
• Strong pipeline management and customer service skills.

Benefits

• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Health savings account
• Flexible spending account
• Life insurance
• Employee assistance program

Contact

If you are interested in joining theLender, please email your resume to Mallory Herrera at View email address on us.fitly.work and Ryan Zaro at View email address on us.fitly.work for consideration. Thank you!