Account Manager

Job description

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! Key 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 a...