Pipeline Account Manager II
- Phoenix, AZ
- $55,000-85,000 per year
- Permanent
- Full-time
- Conduct daily review of active pipeline and identify appropriate client follow-up actions
- Interact with external clients providing reporting highlighting items requiring action, work with clients to solve open loan level items and document system of record with actions taken
- Manage high volume, high net worth, complex client accounts
- Review pipeline of all loans within assigned client segment for invalid stipulations or identification of alternative solutions
- Identify and resolve client issues/friction and escalate to management as appropriate
- Manage individual service level agreements and turn times on all loans in the assigned pipeline
- Perform other related duties as required and assigned
- Demonstrate behaviors which are aligned with the organization’s desired culture and values
- Bachelor’s degree or higher in Business Administration, Finance or related field or applicable direct industry experience
- 5+ years of mortgage experience with contemporary knowledge of mortgage industry and operational practices
- Functional understanding of applicable Federal, state and local lending regulations
- Basic software proficiency including Microsoft Office Suite
- Comprehensive Medical, Dental, and Vision
- Paid Time Off Programs including vacation, holidays, illness, and parental leave
- Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
- Retirement benefits, life insurance, 401k match, and tuition reimbursement
- Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships
- Lower in range - Building skills and experience in the role
- Mid-range - Experience and skills align with proficiency in the role
- Higher in range - Experience and skills add value above typical requirements of the role