Account Manager

• Primary point of contact for the client after loan submission
• Ensure the loan application and required documentation is complete and accurate and properly set up in the system.
• Obtain documentation needed for initial and final loan approval.
• Timely follow up on outstanding conditions to ensure proper clear to close timing; including the aggregation of conditions needed by the underwriter to ensure limited touches.
• Manage and/or input the Estimated Closing Date to ensure that the loan is properly prioritized throughout the process.
• Validate the initial, conditional, and final submission package for the underwriter.
• Maintain all communication with clients within required SLA.
• Perform weekly pipeline calls with sales and the client.

Account Manager

Key Account Manager

Account Manager – TPO

Personal Lines Account Manager

Client Relations Manager

Director of Client Partnerships