Western Alliance Bancorp

1 month ago

Account Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Manage client relationships for mortgage operations by maintaining accounts, handling pipeline management, and driving forward aged loan files through proactive communication. Lead regular client calls, address escalations, and meet KPI goals covering response time, customer service quality, production, and guideline proficiency. Review and update documentation, manage loan locks and expirations, and run daily reporting to support seller pipelines toward funding.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Maintain client accounts through pipeline management, including managing aged loans and proactively managing loan locks and expirations.
•Lead regular client calls and follow up on escalations as needed while keeping clients informed about outstanding conditions and deadlines.
•Meet KPI goals (response time, customer service quality, production, and guideline proficiency) and handle high call/email volume.
•Review documentation, clear or create conditions, and manage withdraw/cancellation requests.
•Run daily reporting and oversee sellers' pipeline forward toward funding.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDental401kTuition AssistanceWellness StipendPaid LeaveVolunteer Program

Key Requirements

•2+ years of related experience in Mortgage Operations and Originations, Wholesale Mortgage Lending, Client Facing or similar field.
•High school diploma required; Bachelor’s degree in a related field preferred.
•Intermediate knowledge of residential mortgage industry (Correspondent or Retail Lending), including sales and operations.
•Intermediate knowledge of regulatory and legal compliance obligations, rules, and industry standards.
•Intermediate knowledge of MS Office; advanced speaking and writing communication skills.

Experience:2+ yearsMortgage operationsMortgage originationsWholesale mortgage lending

Education:High School

Skills:CommunicationCustomer servicePrioritization

Tech Stack:MS Office

Company Brief

Western Alliance Bancorp

Industry: Banking

Website

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Western Alliance Bancorp

1 month ago

Account Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Maintain client accounts through pipeline management, including managing aged loans and proactively managing loan locks and expirations.
•Lead regular client calls and follow up on escalations as needed while keeping clients informed about outstanding conditions and deadlines.
•Meet KPI goals (response time, customer service quality, production, and guideline proficiency) and handle high call/email volume.
•Review documentation, clear or create conditions, and manage withdraw/cancellation requests.
•Run daily reporting and oversee sellers' pipeline forward toward funding.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDental401kTuition AssistanceWellness StipendPaid LeaveVolunteer Program

Key Requirements

•2+ years of related experience in Mortgage Operations and Originations, Wholesale Mortgage Lending, Client Facing or similar field.
•High school diploma required; Bachelor’s degree in a related field preferred.
•Intermediate knowledge of residential mortgage industry (Correspondent or Retail Lending), including sales and operations.
•Intermediate knowledge of regulatory and legal compliance obligations, rules, and industry standards.
•Intermediate knowledge of MS Office; advanced speaking and writing communication skills.

Experience:2+ yearsMortgage operationsMortgage originationsWholesale mortgage lending

Education:High School

Skills:CommunicationCustomer servicePrioritization

Tech Stack:MS Office

Company Brief

Western Alliance Bancorp

Industry: Banking

Website