The primary function of the Account Manager is to review and request documents from brokers and third party vendors in a timely matter.  Must possess excellent customer service skills, establish a professional relationship and good rapport with all parties related to the loan transaction and impeccable follow up skills to take each file from pre-approval to closing.

• The primary duty for an Account Manager is to collect all the required information about the applicant.
• He or she has the responsibility to obtain all the paper work and forms required for the loan
• Order Insurance, Appraisals, Loan Payoffs, Flood and Tax Certificates, Credit Supplements, Transcripts, SSA Verifications, Title Documentations and thoroughly review all documents before submitting to underwriter
• He or she has to check if all the information provided by the candidate, is accurate and adequate
• He or she needs to have thorough and deep understanding about the terminology as well as rules and regulations regarding the mortgage industry.
• He or she should have required communication skills both verbally and written.
• Review loan related documents for accuracy within a time frame established by management
• He or she should have basic computer skills and be able to maintain complete confidentiality
• Communicate documentation requirements, status and potential issues to all parties related to the loan transaction
• Coordinate loan closings with Closing Agent