Account Management Specialist - San Diego, CA
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Only for registered members San Diego, CA, United States
1 month ago
* This salary range is an estimation made by beBee
Job summary
As the Account Management Specialist, you will be providing internal and external support for various inquiries such as loan scenario assistance, technical support issues, and questions regarding loan status. You will also be responsible for pipeline management, assisting with new client onboarding, and all miscellaneous support needed to successfully manage transactions through purchase.
Responsibilities
- Responds to internal and external inquiries as outlined in the department's policies and procedures.
- Resolves file issues with the appropriate area, i.e., underwriting, compliance, or other business partners.
- Responds to questions regarding all phases of the Correspondent loan process. Provides exceptional customer service to internal and external clients.
- Effectively manages the pipeline for assigned region, ensuring that all daily tasks are completed prior to leaving each day.
Qualifications
- High school degree or equivalent is required; prior Customer Service/client facing experience is preferred.
- Prior experience in Correspondent lending or Secondary Marketing is preferred.
- Working knowledge of all aspects of loan processing and a high school degree or equivalent.
Job description
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