Account Manager (Mortgage/Lending Industry)

Account Manager (Mortgage/Lending Industry)

Company: FlipCo Financial, LP (

Title: Account Manager

Location: Houston, Texas - Corporate Offices - (REQUIRED - Full-time in office work schedule )

Department: Operations

Reports to: Director, Sales and Marketing

FSLA Status: Exempt

ABOUT FLIPCO FINANCIAL
Our team at FlipCo Financial makes flipping houses a reality by putting clients first, leading the hard money lending industry through innovation, transparency and partnerships.

JOB SUMMARY
As an Account Manager with FlipCo Financial, duties include the preparation, collection, and review of customer materials to successfully close a transaction.

SUMMARY OF ESSENTIAL JOB FUNCTIONS

1. Correspondence with borrowers throughout the closing process, from loan application to funding.
2. As the client’s main POC, the loan originator is expected to both educate and guide potential borrowers through the loan application process.
3. Initial underwriting and evaluation of investment properties for underwriting review.
4. Collect confidential data from clients such as financial statements, applications, personal business documents, title reports, and other sensitive documents required during the due diligence process.
5. Attend networking events and socialize one-on-one with potential clients.
6. An ideal candidate will need to be a strong communicator, adept with social media marketing, and comfortable working with a limited time schedule.
7. Competent with Office suite and comfortable operating cloud-based CRM for pipeline management.
8. Other duties and responsibilities as assigned by supervisor.

MINIMUM REQUIREMENTS

1. Required – minimum of 2 years of prior related work experience or training.
2. Required – reliable personal transportation and valid drivers license.
3. Preferred – Licensed Mortgage Loan Originator is preferred but not required (MLO).
4. Preferred – Licensed Real Estate Salesperson in Texas is preferred but not required.
5. Proficient in Office Suite as well as cloud-based CRM software.
6. High school diploma or equivalent required.
7. Excellent communication skills, both written and verbal.
8. Ability to handle multiple computer applications simultaneously.
9. Ability to work a minimum of 40 hours per week.

ABILITIES REQUIRED

1. Ability to meet highest attendance requirements.
2. Ability to handle multiple tasks concurrently.
3. Ability to use personal computer, calculator, etc.
4. Could involve some lifting up to 20 pounds.
5. Ability to sit for extended periods of time without much movement.
6. Ability to work in a time-sensitive environment with non-flexible deadlines.

Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

FlipCo Financial, LP is an equal opportunity employer.