BPL Account Manager
CrossCountry Mortgage, LLC
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $55,000 - $80,000 per year
About the role
- Ensure efficient loan processing and funding by leveraging various systems and tracking tools.
- Serve as the primary borrower liaison, building lasting client relationships.
- Coordinate with Operations, Closing, and Underwriting teams across Valere.
- Verify loan file compliance, gather required documentation, and review funding packages for accuracy.
- Monitor credit utilization and manage multiple loans simultaneously.
- Provide superior customer service to consistently exceed client expectations.
- Review and update policies procedures as needed.
- Assist in training of new team members.
Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or related field, preferred.
- 5 + years of relevant experience in the financial services and/or real estate industry.
- Experience leading transaction teams and managing customer interactions.
- Proficient in Salesforce CRM.
- Advanced knowledge of the loan closing process.
- Advanced skill in Microsoft Office Suite (i.e. Word, Excel, Outlook).
- Skilled in collaboration to support effective cross-functional coordination.
- Demonstrated commitment to high professional ethical standards.
Benefits
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan processingfundingloan file compliancecredit utilizationloan closing processMicrosoft Office SuiteSalesforce CRM
Soft Skills
client relationshipscustomer servicecross-functional coordinationteam leadershiptraining
Certifications
Bachelor’s degree