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Wholesale Mortgage Account Manager

EPM

Role overview

Qualifications

  • 3+ years of wholesale account management experience required
  • Extensive knowledge of a wide variety of loan products and programs
  • Excellent interpersonal and communication skills
  • Proficiency with Encompass loan origination system required

Responsibilities

  • Organize approvals and ensure all conditions are marked and met
  • Conduct Welcome Call with client within 24 hours of approval
  • Track document uploads, review client submissions, and follow up on outstanding conditions
  • Monitor for expired Estimated Closing Dates (ECD) and ensure timely loan submissions

Key facts

Hard skills

Wholesale Banking Encompass (Mortgage Software) Problem Loan Management Lending Products Pipeline Planning

Other skills

  • Communication
  • Social Skills
  • Self-Motivation
  • Detail Oriented
  • Time Management
  • Organizational Skills

About the company

EPM logo

EPM

Mortgage & Real Estate Finance

Equity Prime Mortgage LLC is a licensed mortgage lender whose operations extend across the country (50 states). We provide a variety of mortgage products to assist you with finding solutions to all of your mortgage needs. Mission: We are a resource, and voice, for financial empowerment. Vision: To continue to offer top financial service, communication and assistance to the communities we serve. We are an approved Ginnie Mae, Fannie Mae & Freddie Mac Seller/Servicer. Hablo Español Empowering People More. Contact@epm.net or (877) 255-3554 Information is subject to change without notice. Massachusetts Mortgage Lender License #ML 21116. Licensed by the NJ Department of Banking and Insurance. AZ Banker License #0921685. Licensed by the Mississippi Department of Banking and Consumer Finance. Georgia Residential Mortgage License #23300. Licensed by the Pennsylvania Department of Banking. Equity Prime Mortgage LLC, NMLS #21116. (www.nmlsconsumeraccess.org) All Rights Reserved. Copyright 2020. https://equityprime.com/page/privacy-statement While we do not discriminate against views or opinions posted to our social networking accounts, we reserve the right to remove or not approve any comment. A comment will not be edited or modified to remove unacceptable content; the entire comment will simply be deleted. All submitted comments will be reviewed before posting. Some of the reasons we may remove or not approve a comment are listed below: • Abusive, vulgar, obscene, racist, threatening, or harassing comments. • Libel, slander, or personal attacks of any kind, including the use of offensive terms that target specific individuals or groups. • Spam, including content that promotes products or services or contains gratuitous links. • Makes unsupported accusations or claims. • Comments that suggest or encourage illegal, dangerous, or destructive activity. • Duplicate posts. • Off topic commentary. • Political campaigning or lobbying.

Company details

IndustryMortgage & Real Estate Finance
Company size201 - 500

Links

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Job description

About EPM

Founded in 2008, EPM is one of the leading wholesale mortgage lenders in the U.S. Headquartered in Atlanta, GA, and licensed in all 50 states, we offer a full range of loan products — including conventional, FHA, VA, non-QM, renovation, and USDA.

Our vision is to live in a world where everyone has the opportunity for The American Gift.  Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions.

Empowering You.  We’re committed to giving our team members the support, technology, and tools they need to work efficiently and build strong client relationships. Combined with a collaborative culture rooted in radical candor and innovation, we empower our people to do their best work every day while helping to shape our future. 

The Role

EPM is growing and looking for experienced Account Managers 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. This role is also eligible for production bonus. The ideal candidate has experience in wholesale lending, Encompass, and the ability to manage a variety of loan products and a high-volume pipeline. If this sounds like you, apply today! 


What You'll Do
  • 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. 

    • What You Bring
  • 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. 
    • 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.

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    Marcus Rivera

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    m.rivera@company.com
    linkedin.com/in/marcusrivera
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