Account Manager (TPO Non QM)

The TPO Account Manager is responsible for working with the mortgage broker, Partner Advocate, underwriter and closer to gather and validate requisite loan documentation and data in order to originate a compliant loan as required by local, state, and federal regulations.

This position will cover West Coast Partners and will need to be open to Pacific Time Zone working hours.

At UHM, we understand diversity comes in many different forms. It’s our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!

DUTIES & RESPONSIBILITIES 

• Work with the Mortgage broker to obtain all required documentation necessary to approve and originate a fully compliant mortgage loan 

• Manage an average pipeline of 70-100 loans  

• Loan Data Entry/Validation 

• Document Indexing 

• Ordering required validation services (verification of employment, tax transcripts, social security validation, property address validation,  payoffs) 

• Input and evaluate, verification of employment, UDN monitoring 

• Maintain communication with Broker partner,  Partner Advocate, Account Executive, Underwriter, and Closer regarding individual loan files throughout the life of the loan 

• Ensure compliance with Company policies and procedures 

• Other tasks as assigned