Account Manager

Who We Are

The REO Loan Officer is a purchase-focused originator responsible for converting leads generated by Newrez REO inventory into funded loans transactions and long-term mortgage relationships. This role operates within a structured, high-velocity lead environment, where every REO listing, inquiry, and offer opportunity is treated as a trackable lead with clear follow-up cadences and measurable outcomes.

The Loan Officer is accountable for speed-to-contact, pipeline management, borrower engagement, buyer-agent engagement, and pull-through performance ensuring REO activity translates into consistent mortgage production.

DESCRIPTION

Essential Functions, Duties, and Responsibilities

• Proactively work assigned REO leads, listings, and CRM activity to identify and engage active buyers and buyer’s agents.
• Deliver fast, accurate pre-approvals and guide borrowers through the REO purchase process to support competitive offer positioning.
• Maintain disciplined follow-up cadence across all leads, ensuring consistent communication and pipeline movement.
• Convert inbound and outbound opportunities into funded loans, including recapturing buyers who do not ultimately purchase REO properties.
• Build rapport quickly with buyers and referral partners, positioning Newrez as the preferred lending partner.
• Ensure all borrower, agent, and transaction activity is properly captured and source-coded in CRM (SPARK/SalesForce).
• Partner with listing agents, internal stakeholders, and operations teams to support active transactions and provide status updates.
• Leverage product knowledge to advise clients, including renovation financing (FHA 203(k), HomeStyle) and investor solutions such as DSCR and delayed financing.
• Maintain compliance with all federal, state, and company guidelines; originate only in licensed states.
• Meet or exceed production, conversion, and activity KPIs (e.g., call volume, lead conversion, pull-through, funded volume).
• Participate in training, pipeline reviews, and team cadence meetings to continuously improve performance.
• Perform related duties as assigned by management.

Qualifications and Education Requirements

• 2+ years of experience as a producing Loan Officer or mortgage originator.
• Strong purchase mortgage experience, including pre-approval strategy and contract-to-close execution.
• Active NMLS license required, with ability to obtain additional state licenses as needed.
• Experience working within a CRM to manage pipeline, track activity, and maintain data quality.
• Proven ability to manage a high-volume lead funnel with strong follow-up discipline.

Skills, Abilities, and Knowledge

• Strong understanding of purchase mortgage origination, pipeline management, and conversion metrics.
• Ability to work a structured lead environment with urgency and accountability (speed-to-contact is critical).
• Excellent interpersonal and communication skills; ability to build trust quickly with borrowers and agents.
• Knowledge of renovation and investor loan products (e.g., FHA 203(k), HomeStyle, DSCR, delayed financing) preferred.
• Highly organized with the ability to manage multiple active files and deadlines simultaneously.
• Self-motivated, competitive, and results-driven with a strong sales mindset.
• Comfortable operating in a metrics-driven environment with clearly defined expectations.

Work Environment and Expectations

• On-site or hybrid environment based on business needs.
• Regular, consistent attendance aligned with sales hours and customer availability.
• Flexibility to work evenings and weekends to maximize borrower and agent engagement.
• High-call, high-activity sales environment requiring focus, responsiveness, and multitasking.

Tagged as: Pipeline Management, Salesforce