BPL Account Manager - Valere Commercial

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

About Valere Commercial:

Part of the CrossCountry family of companies, Valere Commercial is a private real estate lender built for the modern investor. We offer flexible, fast, and scalable lending solutions backed by strong capital and a commitment to long-term client success. Our platform is designed to support real estate entrepreneurs - not just for one deal, but across their entire investment journey.  You’ll be part of a company that’s agile, well-capitalized, and built to scale. We move fast, think big, and empower our team to do the same.

Valere Commercial’s core focus is on business purpose loans, including but not limited to the following products: investor bridge, fix-and-flip, ground-up construction (1-4 family and multi-family), multi-family term, cross-collateralized, and builder finance.

Position Overview:

The BPL Account Manager ensures efficient loan processing and funding by leveraging various systems and tracking tools. Serving as the primary borrower liaison, the role builds lasting client relationships and coordinates with Operations, Closing, and Underwriting teams across Valere to streamline onboarding, underwriting, and closing. The BPL Account Manager verifies loan file compliance, gathers required documentation, reviews funding packages for accuracy, monitors credit utilization, and manages multiple loans simultaneously.

Job Responsibilities:

• Serve as the main point of contact for borrowers, cultivating long-term client relationships through consistent communication and support.
• Review loan files to verify procedures per guidelines.
• Coordinate onboarding, underwriting, and closing workflows to ensure efficiency and a seamless loan processing experience for the client.
• Handle multiple loan files and client relationships simultaneously.
• Coordinate with Closing and Underwriting teams throughout the on-boarding, underwriting and closing process.
• Work with borrowers to ensure all proper documentation is obtained to complete the loan process.
• Review funding packages for accuracy before submission to treasury for funding.
• Monitor borrower’s line of credit utilization to ensure maximum utilization.
• Provide superior customer service to consistently exceed client expectations.
• Review and update policies procedures as needed.
• Assist in training of new team members.

Qualifications and Skills:

• Bachelor’s degree in Finance, Business Administration, Economics, or related field, preferred.
• 5 + years of relevant experience in the financial services and/or real estate industry.
• Experience leading transaction teams and managing customer interactions.
• Proficient in Salesforce CRM.
• Advanced knowledge of the loan closing process.
• Advanced skill in Microsoft Office Suite (i.e. Word, Excel, Outlook).
• Skilled in collaboration to support effective cross-functional coordination.
• Demonstrated commitment to high professional ethical standards.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.