Third Party Account Manager

Skills

About the Role

You will serve as the primary contact for brokers and correspondents on all submitted Non-QM files, review loan packages to ensure submission standards and program guidelines, collect, review, and validate documentation related to income, assets, credit, and disclosures, and maintain accurate and up-to-date status in the LOS. You will also respond to internal QC findings post-close, deliver regular status updates and proactive pipeline management, and identify process efficiencies and opportunities for continuous improvement within the Third Party channel. Other related duties as assigned.

Requirements

• Minimum 5 years of mortgage operations experience, with at least 2 years focused on Non-QM Products
• Strong knowledge of Non-QM guidelines, Third Party workflows, and loan structuring.
• Prior experience as a Third Party Account Manager, Processor, or Coordinator is highly valued.
• Clear, confident communication and the ability to build strong broker relationships.
• Familiarity with LOS platforms and a passion for operational efficiency.
• Self-starter who thrives in a high-volume, deadline-driven environment.
• Adhere to all company security policies and data handling procedures.
• Complete mandatory security awareness training within required timeframes.
• Promptly report any suspected security incidents or suspicious activity to the Security team.
• BA/BS preferred but not required.

Responsibilities

• Serve as the primary contact for brokers and correspondents on all submitted Non-QM files.
• Review loan packages to ensure submission standards and program guidelines.
• Collect, review, and validate documentation related to income, assets, credit, and disclosures.
• Maintain accurate and up-to-date status in the LOS.
• Respond to internal QC or audit findings post-close.
• Deliver exceptional service to broker partners with regular status updates and proactive pipeline management.
• Identify process efficiencies and contribute to continuous improvement within the Third Party channel.
• Other related duties as assigned.

Benefits

• Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans
• Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
• Employer-paid life and disability insurance
• 11 observed holidays and PTO plan
• Up to 12 weeks of paid family leave
• Continuing education reimbursement