EPM

Client Experience Coordinator

Posted 4 Days Ago

Hiring Remotely in USA

Remote

Junior

Analytics • Financial Services

Empowering People More.

The Role

The Client Experience Coordinator will manage client communications, assist with loan applications, maintain records, and coordinate efforts with brokers and stakeholders.

Summary Generated by Built In

EPM is growing, and we are seeking a Client Experience Coordinator to join our team. You’ll be responsible for facilitating communication with clients, broker partners, and Operations team members, while ensuring a seamless and positive experience throughout the loan process. The ideal candidate is detail-oriented, highly organized, and skilled in relationship-building. If this sounds like you, apply today!

Key Responsibilities

Assist with loan applications and documentation collection and review for compliance with guidelines.
Handle inbound calls to the Client Experience team, responding to inquiries about refinancing, loan products, and other related questions.
Communicate with clients, agents, and Operations team members.
Maintain accurate loan files and records in LOS.
Update and track CRM for leads and reach out to clients to connect with brokers and confirm business is brought back to EPM.
Coordinate meetings and calls with clients and stakeholders.
Provide updates to clients and referral partners.
Build and nurture relationships with broker partners.
Track loan application deadlines to ensure timely processing.
Handle administrative tasks like data entry and document preparation.
Support Director, Client and Partner Experience with loan proposals and related documents.
Additional responsibilities related to business needs.

Qualifications & Skills

High school diploma required; college degree preferred.
2+ years of mortgage lending experience.
Knowledge of mortgage industry guidelines and loan products (conventional, FHA, VA, etc.).
Strong attention to detail and organizational skills.
Excellent communication and interpersonal skills.
Must have strong phone communication skills and be comfortable engaging with clients and stakeholders.
Ability to handle multiple tasks and meet deadlines.

About EPM

Founded at the height of the mortgage crisis in 2008, EPM has rapidly evolved into one of the leading mortgage lenders in the U.S. Our vision is clear to live in a world that everyone has the opportunity for the American Gift. We strive to offer top-tier financial services, exceptional communication, and unwavering assistance to our clients. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions, by closing one loan perfectly at a time.

Headquartered in Atlanta, GA, EPM is licensed in 50 states and provides an array of lending resources such as Conventional, FHA, VA, 203K, Reverse, and USDA loans. Additionally, we are proud to be a trusted Seller/Servicer for Fannie Mae, Freddie Mac, and Ginnie Mae, ensuring that our clients have access to reliable and competitive financing options.

EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. 

Candidate Acknowledgment Statement

By clicking "Apply for this Job," I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum.

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The Company

HQ: Atlanta, GA

738 Employees

Year Founded: 2008

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

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