Epm8d ago

Account Manager

United States·IrvineFull-Timemid

SalesAccount Manager

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Quick Summary

Overview

EPM is growing, and we are seeking an Account Manager to join our team. You’ll be responsible for overseeing the loan file through its lifecycle,

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SalesAccount Manager

EPM is growing, and we are seeking an Account Manager 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. The ideal candidate has experience in wholesale lending, with the ability to manage a variety of loan products and a large pipeline. If this sounds like you, apply today!

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.

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.