Role Description The Wholesale Mortgage Account Manager is responsible for helping sign-up and train new broker partners, servicing existing brokers, and liaising between brokers and operations. Standards are high in this role, as our aim is to provide an outstanding broker/customer experience. - Maintain a high level of mortgage product and guideline knowledge to effectively communicate with brokers and their team. This may include answering loan scenario questions. - Work closely with the internal wholesale operations team, including underwriting and closing, to ensure broker questions are answered in a timely manner. - Provide training on systems, policies procedures, products, guidelines, updates, etc. - Cultivate and nurture relationships with existing wholesale accounts to provide exceptional customer service. - Maintain current knowledge of industry trends to anticipate and proactively meet customer needs. - Wear a variety of hats to help where needed. - Other duties as assigned. Qualifications - 3+ years of experience in the mortgage industry. - Former mortgage underwriters or closers preferred. No sales experience necessary. - Excellent communication skills, both written and verbal. - Ability to manage and prioritize a wide variety of tasks quickly in a fast-paced environment. - Familiarity with conventional and FHA guidelines. - High comfort level with technology and web-based tools. - Inclination for action. - Bachelor’s degree or equivalent professional work experience. Company Description

Role Description The primary function of the Wholesale Account Manager is to ensure the efficient and accurate processing of wholesale mortgage loans. - 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. Qualifications - 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. Requirements - 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 Company Description Quontic Bank is a CDFI federally chartered digital community bank. We have a customer-centric culture built around helping our customers and giving back to local communities. We're making homeownership simpler, faster, and most importantly, more accessible for all communities across the United States.

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