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 active loans, prioritize closings, and ensure all required documents are submitted for final approval.
- Additional responsibilities related to business needs.
Qualifications & Skills
- 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.
Top Skills
What We Do
Equity Prime Mortgage LLC is a licensed mortgage lender whose operations extend across the country (50 states). We provide a variety of mortgage products to assist you with finding solutions to all of your mortgage needs. Mission: We are a resource, and voice, for financial empowerment. Vision: To continue to offer top financial service, communication and assistance to the communities we serve. We are an approved Ginnie Mae, Fannie Mae & Freddie Mac Seller/Servicer. Hablo Español Empowering People More. [email protected] or (877) 255-3554 Information is subject to change without notice. Massachusetts Mortgage Lender License #ML 21116. Licensed by the NJ Department of Banking and Insurance. AZ Banker License #0921685. Licensed by the Mississippi Department of Banking and Consumer Finance. Georgia Residential Mortgage License #23300. Licensed by the Pennsylvania Department of Banking. Equity Prime Mortgage LLC, NMLS #21116. (www.nmlsconsumeraccess.org) All Rights Reserved. Copyright 2020. https://equityprime.com/page/privacy-statement While we do not discriminate against views or opinions posted to our social networking accounts, we reserve the right to remove or not approve any comment. A comment will not be edited or modified to remove unacceptable content; the entire comment will simply be deleted. All submitted comments will be reviewed before posting. Some of the reasons we may remove or not approve a comment are listed below: • Abusive, vulgar, obscene, racist, threatening, or harassing comments. • Libel, slander, or personal attacks of any kind, including the use of offensive terms that target specific individuals or groups. • Spam, including content that promotes products or services or contains gratuitous links. • Makes unsupported accusations or claims. • Comments that suggest or encourage illegal, dangerous, or destructive activity. • Duplicate posts. • Off topic commentary. • Political campaigning or lobbying.
