Client Manager
New Penn Financial LLC - Plymouth Meeting, PA

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Primary Function

· Act as a liaison between the client and underwriting
· Work in conjunctions with Account Executive in building Correspondent relationships
· Will be responsible for client training
· Assist in processing and monitoring loan status and communication of status to AE and client
Principal Duties

· Pipeline management
· Work with Account Executives to assist them in qualifying loans
· Keep informed of current and acceptable practices
· Communicate loan decisions to Account Executives in a timely fashion
Education and Experience Requirements

· Minimum 5 years of mortgage industry experience
· Prior underwriting, processing or sales experience
· Strong personal skills required
· Professional phone and email demeanor required
Knowledge, Skill and Ability Requirements

· Strong attention to detail
· Excellent customer service skills
· Proficient with Microsoft Office
· Excellent verbal and written communication skills
· Great organizational skills

New Penn Financial LLC - 16 months ago - save job
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