Account Manager – Mortgage

Ocrolus

Account Manager for mortgage clients at Ocrolus, enhancing workflows and fostering relationships through AI automation.

Posted 7/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Mortgage processes and client relationship management, with a strong focus on facilitating change management and delivering client-focused solutions. Proven ability to manage multiple projects and effectively communicate client needs to internal teams.

Highest-signal resume keywords

Mortgage ExperienceClient Relationship ManagementChange ManagementUpselling and Cross-SellingProject Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Mortgage ProcessesClient Account Metrics TrackingProcess Change ManagementClient Transaction Record Keeping

Soft Skills

Communication SkillsNegotiation SkillsListening SkillsPresentation SkillsTime Management Skills

Certifications & Qualifications

Bachelor's Degree in Business or Related Field

Industry Keywords

Client-Focused SolutionsGrowth Mindset

About the role

Key responsibilities & impact

Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within Mortgage clients
Identify opportunities to adjust client processes to maximize Ocrolus footprint
Operate as the central point of contact for assigned customer base
Coordinate with teammates working on the same account to provide consistent excellent service
Ensure clients receive requested products and services in a timely fashion
Communicate client needs, demands and goals to our internal teams
Collaborate with sales team to reach prospective clients
Service multiple clients concurrently while consistently meeting deadlines
Keep records of client transactions
Forecast and track client account metrics
Be a vital part in helping not only the team, but the company grow

Requirements

What you’ll need

Bachelor's degree in business or related field
4+ years of Mortgage experience and processes related to Mortgage based companies
Proven track record of success with upselling, cross-selling and renewals
Client focused solutions experience
Ability to communicate client needs with internal teams
Talent for influencing process change management
Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
Growth mindset

Benefits

Comp & perks

health insurance
retirement plans
paid time off
flexible work arrangements
professional development
bonuses
stock options