The Servion Group · 4 months ago
Correspondent Processor/Account Manager
New Brighton,MN,US
Full-time
Onsite
Entry, Mid Level
$23.68/hr - $29.60/hr
2+ years expThe Servion Group is seeking a Correspondent Processor / Account Manager responsible for managing correspondent credit union partners and ensuring exceptional service throughout the loan process. This role involves coordinating with mortgage teams and overseeing loan origination, approval, and closing processes.
AdviceFinanceFinancial Services
Responsibilities
Assist with new partner onboarding
Act as the primary point of contact for correspondent mortgage teams throughout the loan process
Assist partners with inquiries about mortgage products, and services
Build and maintain strong relationships with partners to ensure satisfaction and retention
Review and analyze loan applications to ensure all necessary documents are provided and complete
Work with partners and advise on required information, such as income verification and property details
Ensure compliance with relevant laws, regulations, and company policies during the loan process
Maintain partner contact ensuring timely updates and correct information in the system
Address partner concerns, questions, and complaints in a professional and timely manner
Work with underwriting and partner teams to resolve issues that may arise during the loan approval or servicing process
Trouble shoot DU/LP errors and provide accurate solutions
Navigate the company’s TPO website to provide technical support
Track lock expiration dates
Proactively reach out to partners to discuss yearly initiatives
Proactively reach out to partners to discuss loan/lock volume
Proactively reach out to partners regarding training opportunities or needs
Maintain current mortgage team employees
Identify opportunities to cross-sell or upsell mortgage products or services to existing clients
Work closely with the Account Executive to promote new mortgage offerings
Ensure all partners comply with regulatory guidelines and company policies
Stay updated on industry trends, mortgage regulations, and best practices
Assist in audits and reviews of loan accounts to ensure compliance with internal and external regulations
Qualification
Required
Strong communication and interpersonal skills to interact with clients and internal teams
Ability to analyze financial documents and assess loan applications
Detail-oriented with excellent organizational and time-management skills
Must be able to manage and respond to a high volume of partner calls and emails
Proficient with loan management systems and Microsoft Office Suite (Excel, Word)
Knowledge of mortgage products, underwriting processes, and relevant regulations (such as RESPA, TILA, etc.)
Client-focused with a strong ability to build and maintain long-term relationships
Strong problem-solving skills and the ability to manage multiple accounts simultaneously
Knowledge of mortgage regulations, market trends, and financial products
Ability to adapt in a fast-paced and dynamic environment
Preferred
4-year degree preferred or high school diploma or general equivalency degree (GED) or equivalent combination of education and experience
Minimum 2-3 years of mortgage experience with positive member relations. Processing experience is preferred
Benefits
Medical Insurance
Telehealth Services
Dental Insurance
Vision Insurance
Life Insurance
Short-term Disability
Long-term Disability
Legal and Identity Theft Protection
Critical Illness Insurance
Hospital Insurance
Accident Insurance
Participation in 401k Plan with up to 5% company match
Variable Bonus Pay
Company
The Servion Group
The Servion Group is a financial services company.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jesse Kook
Director of Human Resources
Company data provided by crunchbase