Account Manager
EPM
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- 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.
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wholesale account managementunderwritingloan productsloan programstime managementorganizational skillspipeline managementaccuracyattention to detail
Soft Skills
interpersonal skillscommunication skillsself-motivateddetail-orienteddependableability to work independentlyability to manage multiple prioritiesstrong organizational skillsability to prioritize tasks