Account Manager

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🔥 15 minutes ago

🌵 Arizona, California, +2 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote 🐊 Florida – Remote 🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🏢 Enterprise

💰 $1G Post-IPO Debt - Dayforce on 2024-03

HR Tech • SaaS • Enterprise

Dayforce is a cloud-based human capital management (HCM) platform that provides integrated payroll, HR, time and attendance, benefits administration, talent management, and workforce management tools. Built and marketed by Ceridian, Dayforce is delivered as a SaaS solution to employers to streamline payroll processing, scheduling, compliance, and employee lifecycle workflows in a single application.

📋 Description

• Manage Wholesale loans for Account Executives from submission through funding • Assist AEs/Brokers, offering timely responses to questions and excellent customer service • Review broker-submitted documentation before submitting to Underwriting and Closing Dept. • Perform Account Manager Welcome Call on files flagged by Loan Set Up • Follow up on all PTD and PTF conditions; updates should be noted in Byte Pro • Maintain an accurate Account Manager Production Forecast • Deliver Weekly Production Forecast to Management • Complete tasks assigned as outlined by Acra Policy/Timeline • Follow Acra P&P relative to file flow, aged pipeline, email/phone communication, tasks, etc. • Maintain minimum pipeline of 55-65 active loans • Must be able to communicate efficiently by making phone calls to customers • Meet or exceed the monthly minimum closed loan production requirements • Perform other duties as assigned

🎯 Requirements

• Minimum of 3 years current Account Manager experience in Wholesale lending • Minimum of 3 years’ experience working with standard industry and investor guidelines • High School Graduate or equivalent