[Remote] Wholesale Account Manager
Note: The job is a remote job and is open to candidates in USA. EPM is a leading mortgage lender in the U.S. seeking an Account Manager to oversee loan files through their lifecycle, ensuring documentation needs are met and stakeholders are updated. The role requires managing a variety of loan products and a large pipeline while providing exceptional service to clients.
Responsibilities
- 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
Skills
- 3+ years of wholesale account management experience required
- 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
- Previous experience as an underwriter
Company Overview