Wholesale Mortgage Account Manager
Summit Funding, Inc.
Relationship Manager
Ascensus
full-time
Posted on:
Location: California, District of Columbia • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies
- Nurture long standing client relationships and deliver high-quality responsive service
- Lead onboarding of new accounts, gather information and coordinate account opening process
- Review agreements and prepare internal documentation for proper administration
- Direct Trust Administrators in processing trades, wire transfers, checks, plan sub-accounting, and reconciliations
- Collaborate with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys
- Present annual account reviews and participate in internal planning meetings
- Facilitate participant communications related to employer stock funds and distributions
- Promote procedural prudence, retain records and respond to audit inquiries
- Identify cross-selling opportunities to support business development
Requirements
- Bachelor’s degree from an accredited university or college
- Minimum of five years of relevant professional experience
- Strong MS Office skills (Outlook, Excel, Word, PowerPoint)
- Trust system experience preferred (e.g., SEI’s Trust3000)
- Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates preferred
- Client service oriented, personable, team player, proactive problem solver
- Resourceful, independent, integrity, time management, detail oriented
- Willingness to travel up to 5%
- For virtual remote positions: uninterrupted virtual workspace and family care in place during business hours
- Internet speed requirement: 25 Mbps or better for individual use; hardwire equipment for call center roles where required
