Opportunity Description
**Position Purpose:**
**Role Summary**
The Account Origination Manager directs the front-end credit application pipeline, focusing entirely on intake, customer onboarding execution, and pipeline velocity. This manager ensures that all incoming applications and credit modification requests are thoroughly vetted for completeness, data integrity, and compliance, and are efficiently package-routed to the Underwriting team. This role serves as the critical operational bridge between Sales, customers, and Underwriting to maximize onboarding efficiency.
**Key Responsibilities**
+ Pipeline & Workflow Management: Oversee the end-to-end commercial credit application intake process, managing the workflow queues to ensure seamless and efficient routing from customer submission to the Underwriting team.
+ Documentation & Coordination: Actively coordinate with external customers and sales teams to request, follow up on, and obtain proper documentation (e.g., fi...
**Role Summary**
The Account Origination Manager directs the front-end credit application pipeline, focusing entirely on intake, customer onboarding execution, and pipeline velocity. This manager ensures that all incoming applications and credit modification requests are thoroughly vetted for completeness, data integrity, and compliance, and are efficiently package-routed to the Underwriting team. This role serves as the critical operational bridge between Sales, customers, and Underwriting to maximize onboarding efficiency.
**Key Responsibilities**
+ Pipeline & Workflow Management: Oversee the end-to-end commercial credit application intake process, managing the workflow queues to ensure seamless and efficient routing from customer submission to the Underwriting team.
+ Documentation & Coordination: Actively coordinate with external customers and sales teams to request, follow up on, and obtain proper documentation (e.g., fi...
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