Oversee loan files from approval to closing: conduct welcome calls, ensure disclosures and conditions are met, order reports, track document uploads, manage locks and closing timelines, process change-of-circumstances, and maintain a high-volume pipeline.
EPM is growing, and we are seeking an Account Manager to join our team. You’ll be responsible for overseeing the loan file through its lifecycle, ensuring all documentation needs are met and relevant stakeholders are kept updated throughout the process. The ideal candidate has experience in wholesale lending, with the ability to manage a variety of loan products and a large pipeline. If this sounds like you, apply today!
Key Responsibilities
- Once assigned a file; organize approvals and ensure all conditions are marked and met.
- Conduct Welcome Call with client within 24 hours of approval; set expectations, clarify conditions, and confirm loan timelines.
- Ensure signed disclosures, verify loan conditions, and order necessary reports (e.g., AVMs, IRS, flood zone).
- Track document uploads, review client submissions, and follow up on outstanding conditions to ensure loan progress.
- Verify all conditions are met, confirm final loan terms with the client, and ensure closing is scheduled.
- Monitor for expired Estimated Closing Dates (ECD), follow up on lock expirations, ensure timely loan submissions, process Change of Circumstances (COC), and update the lock as needed.
- Review active loans, prioritize closings, and ensure all required documents are submitted for final approval.
- Additional responsibilities related to business needs.
Qualifications & Skills
- 3+ years of wholesale account management experience required, with previous experience as an underwriter preferred.
- Extensive knowledge of a wide variety of loan products and programs.
- Excellent interpersonal and communication skills, both verbal and written, with the ability to effectively interact with clients, stakeholders, and team members.
- Self-motivated, detail-oriented, and dependable, with the ability to work independently and manage multiple priorities in a fast-paced environment.
- Highly efficient in time management, with strong organizational skills and the ability to prioritize tasks to meet deadlines.
- Proven ability to manage a high-volume pipeline while maintaining accuracy and attention to detail.
- Proficiency with Encompass loan origination system required.
About EPM
Founded at the height of the mortgage crisis in 2008, EPM has rapidly evolved into one of the leading mortgage lenders in the U.S. Our vision is clearto live in a world that everyone has the opportunity for the American Gift. We strive to offer top-tier financial services, exceptional communication, and unwavering assistance to our clients. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions, by closing one loan perfectly at a time.
Headquartered in Atlanta, GA, EPM is licensed in 50 states and provides an array of lending resources such as Conventional, FHA, VA, 203K, Reverse, and USDA loans. Additionally, we are proud to be a trusted Seller/Servicer for Fannie Mae, Freddie Mac, and Ginnie Mae, ensuring that our clients have access to reliable and competitive financing options.
EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.
Candidate Acknowledgment Statement
By clicking "Apply for this Job," I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum.
Top Skills
Avms
Encompass
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