Account Manager – Mortgage

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $120k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Ocrolus

WebsiteLinkedInAll Job Openings

201 - 500 employees

🤖 Artificial Intelligence

💸 Finance

💳 Fintech

💰 $80M Series C on 2021-09

Artificial Intelligence • Finance • Fintech

Ocrolus is a company that provides AI-driven document processing automation with human-in-the-loop. It specializes in streamlining and enhancing the accuracy of financial document analysis and decision-making for various industries, including small business lending, mortgage, consumer, and multifamily sectors. Ocrolus's technology enables lenders to manage risk and avoid fraud by automating document analysis, ensuring compliance, and bolstering security. The company offers intelligent document processing solutions that classify, capture, detect, and analyze data, providing insights into cash flow, income, employment, address, and identity verification. Ocrolus is known for its innovative approach in automating business processes and enhancing back-office efficiency with a focus on making faster and more accurate financial decisions.

📋 Description

• Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within Mortgage clients • Identify opportunities to adjust client processes to maximize Ocrolus footprint • Operate as the central point of contact for assigned customer base • Coordinate with teammates working on the same account to provide consistent excellent service • Ensure clients receive requested products and services in a timely fashion • Communicate client needs, demands and goals to our internal teams • Collaborate with sales team to reach prospective clients • Service multiple clients concurrently while consistently meeting deadlines • Keep records of client transactions • Forecast and track client account metrics • Be a vital part in helping not only the team, but the company grow

🎯 Requirements

• Bachelor's degree in business or related field • 4+ years of Mortgage experience and processes related to Mortgage based companies • Proven track record of success with upselling, cross-selling and renewals • Client focused solutions experience • Ability to communicate client needs with internal teams • Talent for influencing process change management • Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills • Growth mindset

🏖️ Benefits

• health insurance • retirement plans • paid time off • flexible work arrangements • professional development • bonuses • stock options