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Wholesale Client Manager job

Bayview Asset Management jobs



Company Description

Bayview Asset Management, LLC ("Bayview"​), initially founded in 1993, is a mortgage investment firm focused on investments in mortgage credit, including whole loans, mortgage-backed securities, mortgage servicing rights, and mortgage-related assets. With approximately 1,800 employees, our corporate headquarters is uniquely situated in the beautiful community of Coral Gables, Florida, located near the shores of Biscayne Bay and minutes from Miami Beach. The firm has additional asset management offices in New York and Iowa, as well as loan servicing and origination affiliates in seven US states and Italy. As of December 31, 2018, Bayview oversees approximately $13.7 billion in assets under management. As a major participant in the mortgage investment markets, our senior management team has an average tenure of 16 years at Bayview with 25 years of industry experience. Bayview has substantial experience in sourcing, purchasing, servicing, and managing residential and commercial mortgage loans and mortgage-backed securities.

Job Description


The Wholesale Client Manager is responsible for a pipeline of wholesale mortgage applications from submission to closing. 

  • Manage Pipeline of Conditionally Approved loans to meet closing dates, expiration dates and customer expectations
  • Effectively communicate with Mortgage Brokers and Account Executives loan level status updates
  • Review conditions received within required timeframes and ensure they meet the condition requirements
  • Process re-disclosures as required by company policy
  • Order and review tax transcripts and debt monitoring
  • Coordinate and resolve loan level escalations as required
  • Review loan throughout the process to ensure compliance with Federal, State and Company regulations and policies.
  • Complete additional tasks as needed
  • Excellent verbal and written communication skills
  • Strong organization skills
  • Proven customer service skills
  • The ability to multitask and meet multiple deadlines
  • Able to work as a team player
  • Working knowledge of Encompass preferred
  • Proficient in Microsoft Word and Excel
  • 2-4 years in the Mortgage Industry experience required
  • 2 years recent Loan Processing experience required

  • No requirements or preferences.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls.  The employee frequently is required to talk and hear.  The noise level in the work environment is usually moderate.  The employee is occasionally required to stand; walk; reach with hands and arms.  The employee is rarely required to stoop, kneel, crouch, or crawl.  The employee must regularly lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.


Bayview is an Equal Employment Opportunity employer.  All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.


  • Review processing schedules or production orders to make decisions concerning inventory requirements, staffing requirements, work procedures, or duty assignments, considering budgetary limitations and time constraints.
  • Direct or coordinate production, processing, distribution, or marketing activities of industrial organizations.
  • Develop or implement production tracking or quality control systems, analyzing production, quality control, maintenance, or other operational reports to detect production problems.
  • Review operations and confer with technical or administrative staff to resolve production or processing problems.


  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • SpeakingTalking to others to convey information effectively.


  • Administration and ManagementKnowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Customer and Personal ServiceKnowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Personnel and Human ResourcesKnowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

Bayview Asset Management


Company - Private




$100M to $500M


28 Vistara DriveRancho Mirage, CA, 92270


Business Management




David Ertel

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