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On-site
Santa Ana, CA, United States
Posted · 10.06.2026
SmartRecruiters (US)

# Agency Account Manager Mortgage

HomeXpress Mortgage Corp

JOB DESCRIPTION Job Title: Broker Concierge Department: Broker Operations Reports To: Agency Operations Manager FLSA Status: Non-Exempt Management: No Salary Range: $65,000 - $75,000/yr PRIMARY FUNCTIONS The Broker Concierge is responsible for delivering a high‑touch, 'white glove' service experience to brokers throughout the loan manufacturing process. Acting as the central point of contact between brokers, Account Executives, and Underwriters, this role ensures loans move efficiently from submission through closing with accuracy, urgency, and exceptional communication. ESSENTIAL DUTIES AND RESPONSIBILITIES
• Serve as the primary liaison between brokers, Account Executives, and Underwriters, providing exceptional and personalized service.
• Manage condition submissions to Underwriters, ensuring efficient and timely reviews.
• Sign off on designated conditions within delegated authority.
• Oversee communication and coordination throughout the loan manufacturing process from start to finish.
• Drive loan files to close quickly, efficiently, and accurately.
• Monitor file flow to identify and address bottlenecks or missing elements.
• Maintain detailed and accurate records within the LOS and per company procedures.
• Collaborate proactively with internal teams to resolve discrepancies or documentation issues.
• Uphold compliance with federal, state, investor, and company guidelines throughout the process.
• Provide outstanding customer service to both internal stakeholders and external partners. DESIRED PERSONAL CHARACTERISTICS
• Strong communication and problem‑solving skills
• Ability to work independently and manage deadlines
• Ability to multitask in a fast‑paced, high‑volume environment
• Customer‑focused mindset with a 'concierge' level service approach
• Detail‑oriented and committed to high‑quality work
• Calm under pressure and adaptable to change
• Open‑minded, collaborative, and innovation‑oriented EDUCATION
• High School Diploma or equivalent required EXPERIENCE
• Minimum of 5 years of mortgage processing experience with a strong emphasis on customer service
• Thorough understanding of GSE (Fannie Mae and Freddie Mac), FHA, and VA guidelines
• Strong knowledge of TRID regulations and closing practices in both wet and dry states
• Junior Underwriting experience preferred
• Proficiency with loan origination platforms and related systems
• Excellent organizational skills and communication abilities
• Demonstrated ability to thrive in a deadline‑driven environment PHYSICAL REQUIREMENTS
• Standard office environment with computer and general office equipment
• Ability to move throughout the department and related work areas All your information will be kept confidential according to EEO guidelines. HomeXpress – Your Leading Non-QM Mortgage Lender Join our growing team and be part of the Top Non-QM Lender in the Business We are known for closing mortgage loans with Speed, Ease, and Convenience Licensed in 46 States, we provide brokers with a full suite of mortgage products, including VA, FHA, & FHLMC HomeX also has a great company culture, tremendous growth opportunities, and competitive employee benefits Join us as we continue to grow and expand our business to the Non-Delegated Correspondent Channel!

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