Wholesale Account Manager

Job not on LinkedIn

🔥 0 minutes ago

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Quontic

Quontic

201 - 500 employees

Founded 2009

🏦 Banking

💳 Fintech

🛍️ eCommerce

Banking • Fintech • eCommerce

Quontic is a digital bank and a Community Development Financial Institution (CDFI) focused on providing accessible banking solutions to a diverse range of individuals, including the self-employed, small business owners, and immigrants. They offer various banking products, including high interest checking and savings accounts, mortgages tailored for non-traditional borrowers, and a unique wearable payment device. Quontic's mission is to innovate banking services while making a positive impact in communities across the country.

📋 Description

• Facilitate communication between our approved brokers and Quontic wholesale team members in a responsive and timely manner to ensure that all closing deadlines are met for a best-in-class broker and borrower experience. • Collect and organize all necessary documentation, including P&L’s, wvoe’s, bank statements, and other financial records, from applicants and third-party sources. • Maintain regular communication with loan officers, brokers, and third-party vendors to provide updates on loan status, address inquiries, and obtain missing information. • Ensure all loan files are properly documented, organized, and tracked in the loan origination system, adhering to bank policies and compliance standards. • Prepare and submit completed loan packages to underwriting for approval, including reviewing conditions and addressing any outstanding issues promptly. • Adhere to all federal, state, and local regulations governing mortgage lending, as well as internal policies and procedures, to ensure full compliance at all stages of the loan process. • Perform thorough reviews of loan files to identify and resolve potential issues or discrepancies, ensuring accuracy and completeness. • Provide exceptional customer service to borrowers, loan officers, and other stakeholders throughout the loan process, addressing concerns and inquiries promptly. • Identify opportunities for process optimization and efficiency gains, contributing to the continuous improvement of loan processing procedures. • Support and mentor junior loan processors, offering guidance and expertise to foster their professional development. • Perform special projects, and additional duties and responsibilities as required.

🎯 Requirements

• Bachelor's degree (or equivalent); OR associate degree and two (2) years of experience in functional area; OR high school diploma (or equivalent) plus four (4) years of experience in functional area. • Additional one (1) years of progressive experience in functional area. • Demonstrated skills and experience with Non-QM mortgage loan products and documentation requirements, underwriting guidelines, and investor guidelines for wholesale channels. • Must have working knowledge pertaining to compliance regulations governing mortgage lending and loan processing. • Demonstrated experience with Microsoft Office 365 and the following technology: loan origination systems (LOS), Encompass preferred. • Excellent attention to detail and analytical skills to identify errors, discrepancies, and potential risks. • Willingness to pursue continuing education, certifications, etc. as applicable to advancing in the organization. • Analytical and problem-solving skills. • Interpersonal and communication skills with the ability to speak confidently. • An ability to thrive in a fast-paced environment where priorities change daily, and where employees wear many hats. • Detail-oriented with the ability to think "outside the box" and prioritize tasks and decisions in a timely manner. • Self-directed, yet effective working as part of a collaborative team. • Responsive and customer-focused with a demonstrated use of professional judgment.

🏖️ Benefits

• Health, Dental, Vision, & Life Insurance • Financial Wellness Planning & Coaching • Counseling Support Services & Resources • Paid Parental Leave • Pet Insurance • 401K Match • Employee Bank Accounts with Quontic • Generous Paid Time Off

Apply Now

Similar Jobs

🔥 1 minute ago

U.S. Bank

10,000+ employees

🏦 Banking

💸 Finance

💳 Fintech

Institutional Sales and Relationship Manager developing client relationships and driving asset growth for U.S. Bank. Focused on engaging with institutional clients and managing multiple investment programs in Missouri.

🔥 8 minutes ago

Sonoco

10,000+ employees

Account Representative coordinating all sales activities related to existing and prospective accounts at Sonoco. Focused on profitable sales growth and increasing market share through account management.

🔥 10 minutes ago

M&T Bank

10,000+ employees

🏦 Banking

💸 Finance

👥 B2C

Global Capital Markets Relationship Manager managing complex client relationships and operational activities. Collaborating with internal and external partners to achieve earnings growth and compliance.

🔥 10 minutes ago

Allstate

10,000+ employees

💸 Finance

Business Development Manager focusing on client relationships and business retention at National General. Collaborating with executives and managing RFPs to achieve acquisition goals.

🔥 21 minutes ago

MarketStar

1001 - 5000

🤝 B2B

☁️ SaaS

Channel Account Manager driving revenue growth through strategic partnerships with National Solution Providers and VARs in the B2B technology industry.