Account Manager in Jalisco at Panorama Mortgage Group LLC

Position Overview:

Ensure prompt and efficient service to assigned Mortgage Brokers. Manage assigned loan pipeline to ensure timely action, moving loans through the pipeline efficiently. Review appropriate conditions/documentation to guarantee that all underwriting requirements/conditions are satisfied prior to clear-to close.

Key Responsibilities:

P – Producer (Execution & Results)

• Manage pipelines for assigned Mortgage Brokers and ensure service standards are met
• Communicate status updates to brokers, including welcome calls and condition reviews
• Review loan documentation before Underwriting submission
• Complete Doc Prep checklist at CTC and move file into docs
• Evaluate file for ICD readiness
• Monitor aged loans for delivery or cancellation
• Point of contact for specialty products for our partners
• Broker training for specialty products

A – Administrator (Process & Accuracy)

• Review and clear Mavent fails & alerts
• Ensure data integrity in Encompass
• Confirm accuracy of title, taxes, insurance, and lock details
• Monitoring lock reports
• Stay current on company guidelines and maintain compliance

I – Integrator (Communication & Coordination)

• Serve as a point of contact for Brokers and internal teams
• Own the success of the file from submission to closing
• Maintain clear, consistent communication between brokers, underwriters, and funders

• Strong verbal and written communication skills
• Ability to provide outstanding customer service in fast paced environment
• Strong Encompass knowledge
• Thorough knowledge of TRID, ECOA and other regulatory requirements.
• Planning and organizational skills necessary to coordinate workload around multiple assignments
• Bachelor’s degree in a related field is preferred, though equivalent experience will be considered.
• Minimum of 3 years of experience in Mortgage industry
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• In-depth understanding of mortgage compliance regulations, including TRID.
• Professional, polished verbal and written communication skills.
• Ability to work collaboratively and maintain positive relationships with internal teams and external partners.
• Highly dependable, with the ability to meet deadlines and maintain consistent office hours.
• Exceptional attention to detail, ensuring accuracy in documentation and compliance with regulatory standards.
• Customer-focused, with a commitment to delivering exceptional service to all stakeholders in the loan process.
• 2-5 years of experience in mortgage loan processing or underwriting
• 2-5 years of experience working in a production residential lending environment
• Non-QM Lending Experience a plus
• As needed travel to meet business needs.
• English preferred, Bi-Lingual (English/Spanish) desired.