Wholesale Mortgage Account Manager
New
E
EPMMortgage Lending
RemoteFull-TimeMiddle
SalaryEligible for production bonus
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years
- Required Skills
- Account Management
Requirements
- 3+ years of wholesale account management experience.
- Extensive knowledge of a wide variety of loan products and programs.
- Proficiency with Encompass loan origination system.
- Ability to manage a high-volume pipeline while maintaining accuracy.
- Strong organizational skills and ability to prioritize tasks in a fast-paced environment.
- Excellent interpersonal and communication skills, both verbal and written.
- Ability to work independently and manage multiple priorities.
- Previous experience as an underwriter is preferred.
Responsibilities
- Organize approvals and ensure all conditions are marked and met for assigned files.
- Conduct a welcome call with the client within 24 hours of approval to set expectations and timelines.
- Ensure signed disclosures, verify loan conditions, and order necessary reports.
- Track document uploads, review client submissions, and follow up on outstanding conditions.
- Verify all conditions are met, confirm final loan terms, and ensure closing is scheduled.
- Monitor for expired Estimated Closing Dates and follow up on lock expirations.
- Process Change of Circumstances and update locks as needed.
- Review active loans and prioritize closings to ensure submission for final approval.
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