BPL Account Manager - Valere Commercial - Remote

Overview

The BPL Account Manager at Valere Commercial is responsible for ensuring efficient loan processing and funding while building lasting client relationships.

In Short

• Serve as the main point of contact for borrowers.
• Verify loan file compliance and gather required documentation.
• Coordinate onboarding, underwriting, and closing workflows.
• Handle multiple loan files and client relationships.
• Monitor borrower’s line of credit utilization.
• Provide superior customer service to exceed client expectations.
• Review and update policies as needed.
• Assist in training new team members.
• Work collaboratively with Operations and Underwriting teams.
• Ensure accuracy of funding packages before submission.

Requirements

• Bachelor’s degree in Finance, Business Administration, or related field preferred.
• 5+ years of relevant experience in financial services or real estate.
• Proficient in Salesforce CRM.
• Advanced knowledge of the loan closing process.
• Advanced skill in Microsoft Office Suite.
• Strong collaboration skills for effective coordination.
• Commitment to high professional ethical standards.

Benefits

• Competitive compensation plan.
• Robust benefits package including medical, dental, and vision.
• 401K and company-provided short-term disability.
• Employee assistance program and wellness program.
• Opportunities for career growth and development.