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Wholesale Loan Account Manager - Remote Eligible

Manage client relationships and coordinate loan processes to ensure timely closings
Remote
Mid-Level
3 weeks ago
Dominion Financial Services

Dominion Financial Services

Provides real estate investment loans, including fix-and-flip, rental, and new construction financing, primarily for residential property investors.

3 Similar Jobs at Dominion Financial Services

Loan Account Manager

Dominion Financial Wholesale (DFW) is a nationally recognized Non-QM lender dedicated to serving consumer mortgage brokers. Specializing in DSCR and alternative-qualification loan products, we provide flexible, client-focused financing solutions that help brokers grow their businesses and close more deals. We're expanding rapidly and looking for a detail-oriented Loan Account Manager to join our team and support our mission of delivering speed, service, and reliability—where brokers win.

Our Company's Core Values:

  • Integrity
  • Accountable & Dependable
  • Team Centric
  • System & Process Oriented
  • Service Ethic
  • Organized Efficiency - Risk Management & Compliance

Your Impact:

  • Foster strong, service-driven relationships with borrowers to ensure a smooth and efficient loan experience.
  • Work cross-functionally to ensure high-quality execution across all stages of the mortgage lifecycle.

In This Role You Will:

  • Act as the primary contact for clients throughout the loan process, ensuring timely communication and support.
  • Build and maintain strong client relationships through personalized service and proactive engagement.
  • Coordinate with loan officers, underwriters, processors, and internal teams to drive loan pipeline progress.
  • Monitor active loan files to ensure timely completion in accordance with internal guidelines and investor requirements.
  • Review and verify accuracy of loan documents including disclosures, credit reports, income documentation, and appraisals.
  • Provide status updates and address delays or issues proactively.
  • Resolve client concerns and escalations professionally and efficiently.
  • Maintain compliance with all applicable federal, state, and local regulations.
  • Accurately log all interactions and loan-related details in internal systems.

Requirements:

  • Bachelor's degree in Business Administration, Finance, or a related field.
  • 3+ years of experience in mortgage lending or financial services with direct client interaction.
  • Strong working knowledge of the mortgage process, regulatory requirements, and loan documentation.
  • Excellent communication skills and a customer-first mindset.
  • Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred).
  • Highly organized with strong attention to detail and follow-through.
  • Proven ability to handle multiple accounts and resolve complex client issues independently.

Benefits:

  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • 401(k) matching
  • Paid time off

While At Dominion You Will Enjoy:

  • Company outings & social events
  • Virtual events
  • Companywide competitions and raffles
  • Personal financial workshops
  • Orioles season tickets
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Wholesale Loan Account Manager - Remote Eligible
Remote
Customer Success
About Dominion Financial Services
Provides real estate investment loans, including fix-and-flip, rental, and new construction financing, primarily for residential property investors.