EPM

Empowering People More.

Account Manager

Account ManagerSalesFull TimeRemoteTeam 201-500Since 2008H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

Not specified

3 yrs expEnglish

Job 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.

Job Requirements

  • 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.

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