Back to jobs
New

Mortgage Account Manager (Deal Desk)

San Francisco, California, United States OR Omaha, Nebraska, United States

 

About the role: 

 

We are seeking a driven and knowledgeable Mortgage Account Manager (Deal Desk) to help build and support Unison’s growing Wholesale Mortgage channel. This unique hybrid role combines the relationship management responsibilities of a traditional Account Manager with the strategic deal structuring and scenario support of a Deal Desk Manager.

 

You will serve as the main point of contact for mortgage brokers utilizing our wholesale products, helping them navigate loan scenarios, understand product fit, and successfully guide loans through the pipeline to closing. You’ll field broker questions, coach them on underwriting and product requirements, and collaborate cross-functionally with underwriting, operations, and internal sales leaders to ensure pipeline success and broker satisfaction.

 

This is a hybrid position with the requirement of 3 full days in our Omaha, NE or San Francisco, CA office. 

 

Responsibilities: 

  • Serve as a primary relationship manager for assigned brokers, offering white-glove service and proactive support across all loan stages
  • Act as the Deal Desk point of contact, responding to broker inquiries and evaluating loan scenarios to determine eligibility and best-fit product strategies
  • Coach brokers on how to structure deals to align with Unison’s underwriting guidelines and processes
  • Manage the pipeline for active broker loans: track status, communicate updates, and assist with document and condition submissions
  • Perform initial document review and scenario screening before underwriting to ensure submissions are complete and aligned with product specs
  • Coordinate with internal stakeholders (e.g., underwriting, sales, compliance) to move deals efficiently through the system and resolve potential bottlenecks
  • Monitor key reporting metrics including expiring locks, aged loans, and exception approvals
  • Maintain a high level of product knowledge across Unison’s mortgage offerings and stay current on updates to guidelines and investor requirements
  • Help design and refine internal deal desk processes for scale as the wholesale channel grows
  • Support training initiatives and internal feedback loops to continuously improve the broker and deal desk experience
  • Verifying and monitoring active MLO licenses through NMLS and state-specific regulatory agencies to ensure compliance with licensing requirements
  • Oversee involved brokers and originators’ presence within California DRE and other state regulatory bodies, including maintaining accurate records of broker and loan officer licensing status across jurisdictions

About you: 

  • 5+ years of experience in wholesale mortgage account management, deal desk, loan processing, or underwriting support
  • Deep knowledge of residential mortgage products (FHA, VA, conventional, etc.) and experience navigating investor requirements
  • Strong communication skills with a customer-first mindset and the ability to clearly explain complex mortgage scenarios
  • Excellent attention to detail and pipeline management skills in a fast-paced environment
  • Experience using loan origination systems (e.g., Encompass) and CRM tools
  • Comfortable being both proactive and reactive, balancing broker support with internal collaboration
  • Strong analytical thinking and creative problem-solving skills
  • Team-oriented, but capable of working autonomously to drive results
    • It’s a bonus if: 
      • You’ve helped build or scale a wholesale or broker channel
      • You’ve supported deal desk operations or scenario desk functions at another lending institution
      • You have Salesforce or other CRM platform experience
      • You have experience training or coaching brokers on systems and product structuring

We recognize that people come with experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process.

 

Why join us? 

The Unison team draws on a deep and wide range of talent across several disciplines. Visionaries in investment management, product development, and financial technology are joined by innovative real estate and consumer finance experts creating a unique culture.

Perks of the Unison employee include: competitive salaries, 100% paid medical and dental benefits, generous PTO policy, paid parental leave program, and fantastic downtown SF and Omaha locations, as well as being an integral part of a well-funded market leader with incredible momentum.

 

About us:
Unison is a San Francisco-based company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home. For additional information, visit www.unison.com or follow us on Facebook, Instagram, LinkedIn, Twitter and YouTube.

The last few years have been record breaking for Unison. We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards two years in a row as well as being included in the most recent Forbes Fintech50.

 

Pursuant to California Labor Code § 432.3, the salary range for this position is [$90,000 - $130,000]. This range reflects the base salary that the Company reasonably expects to pay for the role. Actual compensation may vary based on factors such as relevant experience, skills, qualifications, and geographic location. Additional compensation may include bonuses, commissions, equity, or other benefits.

Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.



Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Are you a registered or licensed MLO? *
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Unison’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.