Account Manager

🕒 Março 12

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EPM

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2008

💸 Finanças

🏠 Imobiliário

🤝 B2B

Finance • Real Estate • B2B

A EPM é a Equity Prime Mortgage (EPM), um credor hipotecário atacadista e parceiro de corretores que oferece uma gama completa de produtos e serviços hipotecários para corretores de hipoteca e parceiros correspondentes. A EPM fornece originação de empréstimos, subscrição, processamento, uma mesa de bloqueio, portais para parceiros (EPMX) e trabalha com fornecedores de avaliações e títulos para acelerar os fechamentos. A empresa enfatiza tempos de resposta rápidos e relacionamentos B2B, está licenciada em vários estados dos EUA e se posiciona como um parceiro completo para empréstimos residenciais intermediados.

Descrição

• 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.

🎯 Requisitos

• 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.