Wholesale Account Manager

Bofi Federal Bank San Diego , CA 92140

Posted 3 months ago

Description:

Some Relocation Assistance may be provided from Orange County!

Born digital, Axos BankTM has reinvented the banking model, growing to nearly $10 billion in assets in just 19 years. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 online banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX (NYSE: AX).

We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.

Axos Bank's Wholesale Mortgage Express is a nationwide mortgage lender specializing in VA, FHA, and Conventional Loan products. We are seeking motivated individuals willing to become a part of one of the fastest growing banks in the nation. If you have a background processing wholesale FHA, VA, and Conventional loans and want a fast-paced position with advancement potential then Axos Bank is for you! We don't just compensate you when the loans close, but also for achieving certain milestones and for file quality.

Here are some of the duties and requirements for the position:

  • Maintain stellar customer service with Brokers

  • Review, analyze and process FHA, VA, and Conventional loans with precise attention to detail

  • Proactive in checking documentation for accuracy and potential problems

  • Prepare loan package for submission to underwriters

  • Thorough review and evaluation of all documentation related to loan file

  • Analyze underwriting conditions and notify brokers of items required

  • Communicate proactively with appropriate parties to satisfy underwriting conditions, order services, etc.

  • Review and satisfy prior to funding, post-closing, and post-funding conditions when required

  • Manage a large pipeline

  • Bridge the gap between sales and processing

  • Other duties as assigned to include cross-training and support of other Single Family business units

Key Skill Sets or Knowledge

Requirements:
  • Complete understanding of wholesale mortgage processing from origination through funding

  • Maintain high level customer service standards while looking after the bank

  • Structure loans, Run DU/LP and calculate income

  • Develop and maintain relationships with mortgage brokers and processors

  • Willingness to perform multiple functions throughout the day as the need arises

  • Work well in a team environment

  • Willing to work overtime as needed

  • Excel under pressure, multi-tasking, while meeting deadlines

  • Competently utilize computer software such as MS word, MS Excel, and email

Desired Career Experience &

Education Requirements:
  • 3+ years wholesale lending experience in an equivalent role

  • Current VA, FHA, and Conventional Account Management experience

  • DU/AUS/LP experience

  • High school diploma

Preferred:

  • College degree

Apply directly for consideration as we are not using any outside agencies for any of our openings

Job Functions & Work Environment:

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

Equal Employment Opportunity:

Axos Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.

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VIEW JOBS 9/6/2019 12:00:00 AM 2019-12-05T00:00 Description: Born digital, Axos BankTM has reinvented the banking model, growing to nearly $10 billion in assets in just 19 years. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 online banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX (NYSE: AX). We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve. * Review, analyze FHA, VA, and Conventional loans with precise attention to detail * Support the Account Manager with various duties i.e. ordering TRV's, acquiring insurance docs, assisting with document review * Assist the intake department with loan set up and disclosures * Help our broker clients upload their loans through our system * Proactive in checking documentation for accuracy * Communicate in advance with appropriate parties to order services, etc. * Manage a large pipeline * Bridge the gap between sales and processing * Other duties as assigned to include cross-training and support of other Single Family business units Key Skill Sets or Knowledge Requirements: * Excellent organizational skills * Attention to detail * Excellent written and verbal communication skills * Maintaining high level customer service standards while looking after the bank's best interest * Strong math skills and computer literacy * Ability to work in a team environment * Willingness to work overtime as needed * Excel under pressure, multi-tasking, and meeting deadlines in a fast paced environment * Develop and maintain relationships with mortgage brokers and processors * Competently utilize computer software such as MS word, MS Excel, and email * Willingness to perform multiple functions throughout the day as the need arises Desired Career Experience & Education Requirements: * High school diploma or equivalent Preferred: * Mortgage experience Apply directly for consideration as we are not using any outside agencies for any of our openings Pre-Employment Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. Options Bofi Federal Bank San Diego CA

Wholesale Account Manager

Bofi Federal Bank