Job Overview
Location
Remote USA
Job Type
Full-time
Category
Operations
Date Posted
April 15, 2026
Full Job Description
đź“‹ Description
- • The BPL Account Manager at Valere Commercial, part of CrossCountry Mortgage, serves as the primary borrower liaison and ensures efficient loan processing and funding by managing loan files, coordinating with internal teams, and maintaining compliance throughout the lending lifecycle. This role is critical to delivering a seamless experience for real estate investors and supporting the company’s mission to provide fast, flexible, and scalable lending solutions.
- • Day to day, the Account Manager serves as the main point of contact for borrowers, reviews loan files for guideline compliance, coordinates onboarding, underwriting, and closing workflows with Operations, Closing, and Underwriting teams, manages multiple loan files simultaneously, ensures proper documentation is obtained, reviews funding packages for accuracy before treasury submission, monitors credit utilization, provides superior customer service, assists in training new team members, and helps update policies and procedures as needed.
- • Valere Commercial is a private real estate lender within the CrossCountry Mortgage family, built for modern investors and focused on business purpose loans such as investor bridge, fix-and-flip, ground-up construction, multi-family term, cross-collateralized, and builder finance. The company operates with agility, strong capital backing, and a commitment to long-term client success, offering employees the opportunity to work in a fast-moving, entrepreneurial environment that values innovation and scalability.
- • In this role, the Account Manager can develop deep expertise in commercial lending processes, strengthen cross-functional collaboration skills, gain mastery of Salesforce CRM and loan documentation systems, and grow into a trusted advisor for real estate entrepreneurs—positioning themselves for advancement within a rapidly growing, award-winning organization known for its entrepreneurial culture and investment in employee development.
🎯 Requirements
- • Bachelor’s degree in Finance, Business Administration, Economics, or a related field (preferred)
- • 5+ years of relevant experience in financial services and/or real estate industry
- • Proficiency in Salesforce CRM
- • Advanced knowledge of the loan closing process
- • Advanced skills in Microsoft Office Suite (Word, Excel, Outlook)
- • Demonstrated ability to manage multiple loan files and client relationships simultaneously
🏖️ Benefits
- • Competitive annual salary range of $55,000–$80,000 with eligibility for discretionary bonus incentives
- • Comprehensive benefits package including medical, dental, vision, and 401K plans
- • Company-provided short-term disability, employee assistance program, and wellness program
- • Opportunity to work remotely within the USA
- • Support for professional growth and training, including assisting in onboarding new team members
- • Employment at a company recognized ten times on the Inc. 5000 list for rapid growth and awarded for outstanding culture
Skills & Technologies
About CrossCountry Mortgage, LLC
CrossCountry Mortgage is a national retail mortgage lender headquartered in Brecksville, Ohio. Licensed in all 50 states, it originates and funds conventional, FHA, VA, USDA, jumbo and specialty loan products for purchase and refinance transactions through its network of retail branches, wholesale and correspondent channels. Founded in 2003, the company operates as a direct lender and employs loan officers, processors and underwriters to provide end-to-end mortgage services to consumers, real estate professionals and builders.
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