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Account Manager Mortgage Jobs (NOW HIRING)

Ocrolus Inc.

Account Manager - Mortgage

$120K - $150K/yr

Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients. This role will require ~25% domestic travel. The candidate will be in ...

Ocrolus Inc.

Account Manager - Mortgage

$120K - $150K/yr

Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients. This role will require ~25% domestic travel. The candidate will be in ...

nCino OpCo

Strategic Account Manager - Mortgage (IMB)

$102K - $190K/yr

The nCino Strategic Account Manager - Mortgage (IMB) will be part of a high-performing Sales team focused on adoption and continued growth within the nCino customer base. As a Strategic Account ...

nCino

Strategic Account Manager - Mortgage (IMB)

$102K - $190K/yr

The nCino Strategic Account Manager - Mortgage (IMB) will be part of a high-performing Sales team focused on adoption and continued growth within the nCino customer base. As a Strategic Account ...

FIRST MERCHANTS

Manager, Mortgage Sales

Columbus, OH

First Merchants Bank is seeking a Manager, Mortgage Sales to join our team! This position will ... Health Savings and Flexible Spending Accounts * Vacation/Sick Time * Paid Holidays * Paid Parental ...

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Account Manager Mortgage information

See salary details

$29.5K

$65.8K

$106K

How much do account manager mortgage jobs pay per year?

As of Aug 21, 2026, the average yearly pay for account manager mortgage in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What does an account manager mortgage do?

An Account Manager Mortgage is responsible for managing relationships with clients seeking mortgage loans. They guide clients through the mortgage application process, assess their financial situations, and recommend suitable loan products. Additionally, they collaborate with lenders, underwriters, and other professionals to ensure a smooth loan approval and closing process. Their goal is to provide excellent customer service while helping clients secure the best mortgage options for their needs.

What are the key skills and qualifications needed to thrive as an account manager mortgage, and why are they important?

To thrive as an Account Manager Mortgage, you need strong knowledge of mortgage products, loan origination processes, and regulatory compliance, often supported by a background in finance or real estate. Familiarity with loan origination software (LOS), customer relationship management (CRM) tools, and sometimes state licensing or certifications is typical. Excellent interpersonal skills, attention to detail, and problem-solving abilities help build client trust and manage complex transactions. These skills and qualities are vital for ensuring smooth loan processing, regulatory adherence, and client satisfaction in a competitive mortgage environment.

How does an account manager mortgage typically collaborate with loan officers and underwriters?

Account Managers in the mortgage sector play a pivotal role in coordinating between loan officers, underwriters, and clients. They ensure that all necessary documentation is collected and submitted accurately, clarify loan requirements, and help resolve any issues that arise during processing. Regular communication with loan officers helps keep applications on track, while close collaboration with underwriters ensures that all compliance and credit standards are met. This teamwork is essential to delivering a smooth and timely mortgage experience for clients.

What is the difference between Account Manager Mortgage vs Loan Officer?

AspectAccount Manager MortgageLoan Officer
CredentialsTypically requires mortgage licensing, certifications like NMLSRequires mortgage licensing, NMLS certification
Work EnvironmentWorks with existing clients, manages accounts, provides ongoing supportAssists clients through the loan application process, originates new loans
Employer & Industry UsageUsed by banks, mortgage companies, lenders for client retentionUsed by lenders, banks, mortgage brokers for loan origination

While both roles require mortgage licensing and serve the mortgage industry, an Account Manager Mortgage focuses on maintaining client relationships and managing existing accounts, whereas a Loan Officer primarily originates new loans and assists clients through the application process.

What cities are hiring for Account Manager Mortgage jobs?

Cities with the most Account Manager Mortgage job openings:

What are the most commonly searched types of Account Mortgage jobs?

The most popular types of Account Mortgage jobs are:

What states have the most Account Manager Mortgage jobs?

States with the most job openings for Account Manager Mortgage jobs include:

Account Manager Mortgage jobs near you

Account Manager - Mortgage

Ocrolus Inc.

Remote

$120K - $150K/yr

Full-time

Re-posted 15 hours ago

Job description

Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients. This role will require ~25% domestic travel. The candidate will be in charge of managing relationships and helping to facilitate process change management within the Mortgage client to maximize the Ocrolus platform.  Tasks may involve process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing.
What you'll do:

  • Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within Mortgage clients
  • Identify opportunities to adjust client processes to maximize Ocrolus footprint
  • Operate as the central point of contact for assigned customer base
  • Coordinate with teammates working on the same account to provide consistent excellent service
  • Ensure clients receive requested products and services in a timely fashion
  • Communicate client needs, demands and goals to our internal teams
  • Collaborate with sales team to reach prospective clients
  • Service multiple clients concurrently while consistently meeting deadlines
  • Keep records of client transactions
  • Forecast and track client account metrics
  • Be a vital part in helping not only the team, but the company grow

Who we're looking for: 

  • Bachelor's degree in business or related field
  • 4+ years of Mortgage experience and processes related to Mortgage based companies 
  • Proven track record of success with upselling, cross-selling and renewals
  • Client focused solutions experience
  • Ability to communicate client needs with internal teams
  • Talent for influencing process change management
  • Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
  • Growth mindset

Bonus points:

  • Strong understanding of API based work
  • B2B FinTech experience
  • Worked for a hypergrowth-startup company
  • Previous utilization of Salesforce
  • Experience with failure and ability to course correct

Note:

The full-time salary range for this role is between $120,000- $150,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.

Disclosure as required by N.Y.C. Admin. Code 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City.

 

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