Account Manager

🕒 il y a 3 mois

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EPM

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 2008

💸 Finance

🏠 Immobilier

🤝 B2B

Finance • Real Estate • B2B

EPM est Equity Prime Mortgage (EPM), un prêteur hypothécaire en gros et partenaire de courtage, offrant une gamme complète de produits et services hypothécaires aux courtiers hypothécaires et partenaires correspondants. EPM fournit l'octroi, la souscription et le traitement de prêts, un bureau de verrouillage, des portails partenaires (EPMX) et collabore avec des fournisseurs d'évaluations et de titres pour accélérer les clôtures. L'entreprise met l'accent sur des délais rapides et les relations B2B, est agréée dans plusieurs états américains et se positionne comme un partenaire tout-en-un pour le financement résidentiel par intermédiaire.

Description

• 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.

🎯 Exigences

• 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.