Third Party Account Manager

You will act as the primary contact for brokers and correspondent partners on Non-QM files, review loan packages for submission standards and program guidelines, and collect, review, and validate documentation related to income, assets, credit, and disclosures. You will maintain accurate status in the LOS, respond to internal QC or audit findings post-close, provide regular status updates to broker partners, proactively manage pipelines, and identify process efficiencies to improve Third Party workflows.

Responsibilities

• Serve as the primary contact for brokers and correspondents on all submitted Non-QM files
• Review loan packages to ensure they meet 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 regular status updates and proactively manage partner pipelines
• Identify process efficiencies and contribute to continuous improvement
• Perform other related duties as assigned

Requirements

• Minimum 5 years of mortgage operations experience
• 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
• Clear, confident communication and ability to build strong broker relationships
• Familiarity with LOS platforms
• Self-starter who thrives in a high-volume, deadline-driven environment
• BA/BS preferred but not required

Benefits

• Comprehensive medical, dental, and vision coverage with 100% employer-paid premiums for employees and their dependents on select plans
• Health Savings Account (HSA), Flexible Spending Account (FSA), and Dependent Care FSA
• 401(k) plan
• Commuter benefits
• Employer-paid life and disability insurance
• 11 observed holidays and paid time off
• Up to 12 weeks of paid family leave
• Continuing education reimbursement
• Company equity in the form of RSUs
• 25% annual bonus target paid quarterly