Wholesale Junior Account Manager
New Penn Financial LLC 6 reviews - Charlotte, NC

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Principal Duties

  • Set up new loans in the system including generating credit reports
  • Ensure appropriate RESPA pre-disclosures are sent out within 3 day window
  • Prepare adverse action letters for denied loan files, as well as cancel aged loans out of the system
  • Assist Processors in their daily functions
  • Set up new loan or update loan entries in automated systems within established timeframes; including pulling credit reports and sending out the appropriate pre-disclosures to the borrowers
  • Print out conditions on loan files and present the information to the appropriate individuals to have the conditions reviewed
  • Communicate with brokers to obtain necessary loan conditions
  • Complete employment and residence certifications
  • Complete processor certifications
  • Pull flood certifications
  • Respond to customer requests for miscellaneous documents
Education and Experience Requirements

  • Minimum 1 year mortgage experience
  • Minimum High School Diploma or equivalent
  • Strong attention to detail
  • Strong proofreading skills
  • Excellent customer service skills
  • Proficient with Microsoft Office
Knowledge, Skill and Ability Requirements

  • Candidate must be able to multi-task
  • Must be able to work under pressure and independently
  • Able to handle multiple priorities and meet deadlines with quality in a fast-paced environment

About this company
6 reviews
Penn Financial Group is an independent and private investment advisory firm. Our main goal is to provide our clients with meaningful...