Business Financial Manager

The Financial Account Manager position is based in Knoxville, Tennessee, with remote work options. This role centers on managing client accounts, supervising loan origination processes, and ensuring regulatory compliance within a dynamic financial services environment. It offers the possibility to lead loan origination initiatives, provide focused customer service, and drive financial sales efforts.

Overview

As a Financial Account Manager, you will oversee the end-to-end loan lifecycle from application review through approval in alignment with FNMA guidelines and banking regulations. The role also involves coordinating loan servicing, maintaining strict compliance with federal requirements, and collaborating with teams to enhance the client experience while supporting sales objectives.

Responsibilities

• Manage the full lifecycle of loan origination, including application review, processing, and approval in accordance with FNMA guidelines and banking regulations.
• Conduct detailed analysis of loan data using Excel and other financial software to assess risk and creditworthiness.
• Facilitate loan servicing activities, ensuring timely processing and compliance with TILA and other federal regulations.
• Communicate effectively with clients to explain loan options, contracts, and terms while maintaining high levels of customer service.
• Lead team efforts in commercial lending analysis, risk assessment, and credit evaluation to support sound lending decisions.
• Maintain thorough knowledge of industry standards, financial compliance requirements, and mortgage services to ensure adherence to all regulatory standards.
• Collaborate with cross-functional teams to streamline loan processing workflows and improve overall client experience.
• Lead or coordinate Stripe integration, Google integration, and Apple Pay integration for websites and payment resources.
• Utilize Google Analytics, Google Business Manager, and Google Merchant Center experience to inform decisions and optimize processes.

Requirements

• Proven experience in loan origination, mortgage services, or commercial lending within the financial services sector.
• Strong understanding of banking regulations, including TILA and FNMA guidelines.
• Proficiency in Microsoft Office Suite, especially Excel for data analysis and reporting; familiarity with financial software is a plus.
• Excellent client communication skills with the ability to explain complex contracts and lending options clearly.
• Demonstrated ability to analyze financial data using basic math skills and 10-key typing for efficient data entry.
• Experience in financial sales and customer service roles within banking or lending environments.
• Knowledge of industry-specific compliance standards related to lending, mortgage processing, and banking regulations.
• Leadership qualities with experience in team management or supervision preferred.
• Associate degree (Required)
• Minimum two years of computer literacy (Required)
• Knoxville, TN 37920 (Required)

Technologies

• Excel
• Microsoft Office Suite
• Google Analytics
• Google Business Manager
• Google Merchant Center
• Stripe
• Apple Pay

Compensation

Salary: USD 40 - 50 per hour.

Location

Knoxville, Tennessee, with remote work options available.

Application Question

• Can You Pass A Drug Test?