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BPL Account Manager

BPL Account Manager

VirtualVocationsSan Jose, California, United States
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A company is looking for a BPL Account Manager to ensure efficient loan processing and funding.

Key Responsibilities

Serve as the main point of contact for borrowers, cultivating long-term client relationships

Coordinate onboarding, underwriting, and closing workflows to ensure a seamless loan processing experience

Review loan files for compliance and accuracy, while managing multiple loans simultaneously

Required Qualifications

Bachelor's degree in Finance, Business Administration, Economics, or related field, preferred

5+ years of relevant experience in the financial services and / or real estate industry

Experience leading transaction teams and managing customer interactions

Proficient in Salesforce CRM and advanced knowledge of the loan closing process

Advanced skill in Microsoft Office Suite

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Account Manager • San Jose, California, United States

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