Key Responsibilities
- Assist in identifying and onboarding qualified third-party originator/broker accounts.
- Participate in sales calls with prospective and current accounts to learn client needs and opportunities.
- Support training efforts by providing accounts with information on systems, policies, procedures, and products.
- Respond to account inquiries and escalate issues to senior team members as needed.
- Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication.
- Collaborate with Regional Sales Managers and internal teams to maintain strong account relationships.
- Help track account activity, monitor pipeline progress, and assist with reporting to management.
- Support team efforts to meet goals through effective time management and prioritization.
- Additional responsibilities related to business needs.
Qualifications & Skills
- High school diploma required; college degree preferred.
- 1+ years of professional work experience, ideally in sales, customer service, or financial services.
- Excellent interpersonal and communication skills (verbal and written).
- Motivated and eager to learn with a proactive approach.
- Ability to organize and prioritize tasks effectively.
- Problem-solving mindset with willingness to seek guidance when needed.
- Basic knowledge of wholesale lending processes and loan programs preferred (training provided).
- Familiarity with local markets or financial services a plus.
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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