Sr. Associate Account Management

About the role

SCOPE OF WORK FOR SR. ASSOCIATE ACCOUNT MANAGEMENT ROLE Utilize LOS platforms (Encompass preferred) and adhere to underwriting workflows, ensuring accuracy, efficiency, and compliance with company standards and best practices. Escalate complex or non-standard situations to management with recommendations for approval or denial.

What you'll do

• Review and analyze loan applications and supporting documentation including income, credit reports, employment history, and property details
• Evaluate and calculate borrower income from various sources including salaried, hourly, commission, bonus, rental, and self-employment income
• Recommend appropriate loan structures based on comprehensive risk assessment and borrower profile analysis

What you need

• 3–6 yrs of experience
• Valuation
• Financial analysis
• Communication
• Underwriting
• Reconciliation
• Product knowledge
• Diploma

Good to have

• Loan processing
• Credit appraisal