One Time Close Account Manager

Job Title: One-Time Close (OTC) Account Manager

Position Summary

The Account Manager / Account Executive serves as the primary point of contact for Originator partners throughout the lifecycle of the loan while also driving business development and growth across multiple channels. This role blends relationship management, sales leadership, and loan facilitation to ensure an exceptional client experience from submission through closing.

The position acts as a trusted advisor to brokers and correspondents, managing loan pipelines, communicating underwriting requirements, and ensuring data integrity while also actively generating new business opportunities and expanding market share.

Key Responsibilities

Account Management & Loan Facilitation

• Act as a subject matter expert on OTC loan products, guidelines, and requirements.
• Provide guidance to loan originators and operations teams on structuring OTC transactions.
• Serve as the primary point of contact for B2B customers throughout the life of each loan.
• Act as liaison between originators and underwriting teams to manage and clear conditions for loan approval.
• Conduct loan-level pre-closing audits to ensure accuracy, completeness, and data integrity prior to closing.
• Maintain consistent communication with brokers to ensure smooth loan flow and timely closings.

Sales & Business Development

• Build and maintain strong relationships with mortgage brokers, correspondents, and clients to maximize production and profitability.
• Develop and manage a network of broker and third-party accounts.
• Identify new business opportunities and actively grow account pipelines.
• Conduct presentations on loan programs, products, and solutions to drive adoption and sales.
• Establish and execute a strategic business plan with monthly goals for new accounts, submissions, and funded loans.

Client Support & Communication

• Provide ongoing updates on product offerings, pricing, and program changes to broker partners.
• Ensure high levels of customer satisfaction through proactive communication and service.
• Maintain regular contact with sources of loan production to support pipeline efficiency.

Industry Expertise

• Stay current on mortgage industry trends, competitor activity, and market conditions.
• Maintain deep knowledge of underwriting guidelines and loan products.
• Ensure complete and accurate loan applications are submitted for approval.

Qualifications

• Minimum 3–5 years of mortgage industry experience working specifically in construction and One-Time Close.
• Proven experience in account management within wholesale or correspondent lending.
• Strong understanding of mortgage operations, including processing, underwriting, and closing.
• Knowledge of agency and investor guidelines related to construction-to-permanent financing.
• Excellent organizational and pipeline management skills with the ability to prioritize effectively.
• Strong problem-solving skills and attention to detail.
• Exceptional communication and interpersonal skills, with the ability to work across multiple teams and stakeholders.
• Customer service–focused with a commitment to delivering a high-quality borrower experience.
• Proficiency with loan origination systems (LOS) and mortgage technology platforms.
• Bachelor’s degree preferred.

Benefits

Include:

• Competitive compensation with growth opportunities in a nationwide platform.
• Medical Insurance (with prescription coverage)
• Dental Insurance
• Flexible Spending Accounts (Dependent & Health Care)
• 401(k) Plan
• Company-paid Life Insurance
• Supplemental Life Insurance (employee and dependents)
• Short-term & Long-term Disability Insurance
• Hybrid/ Remote work environment

This job specification should not be construed to imply that these requirements are the exclusive standards of the position. Click n’ Close, Inc is an Equal Opportunity Employer.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.

Pay: From $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Work Location: In person