Wholesale Mortgage Account Manager

EPM; United States; On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Production bonus

Job summary

EPM, a leading wholesale mortgage lender headquartered in Atlanta, GA, invites an experienced Account Manager to join our growing team and oversee loan files through their lifecycle with attention to conditions and disclosures.

You will manage a high-volume pipeline, coordinate with clients and stakeholders, conduct welcome calls within 24 hours of approval, and leverage Encompass to support a range of loan products. A production bonus is available.

Qualifications

• 3+ years of wholesale account management experience.
• Excellent interpersonal and written communication skills.
• Ability to manage a high-volume pipeline with accuracy.

Responsibilities

• Oversee loan files through their lifecycle and ensure all conditions are met.
• Conduct Welcome Calls within 24 hours of approval; set expectations and timelines.
• Verify disclosures, confirm loan terms, and track document submissions.
• Monitor ECDs, lock expirations, COCs, and ensure timely submissions for final approval.
• Prioritize closings and coordinate with clients and stakeholders.
• Handle additional business needs as required.

Skills

Wholesale account management

Client communication

Time management

Attention to detail

Multitasking

Tools

Encompass

Job description

About EPM

Founded in 2008, EPM is one of the leading wholesale mortgage lenders in the U.S. Headquartered in Atlanta, GA, and licensed in all 50 states, we offer a full range of loan products — including conventional, FHA, VA, non-QM, renovation, and USDA.

Our vision is to live in a world where everyone has the opportunity for The American Gift. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions.

Empowering You

We’re committed to giving our team members the support, technology, and tools they need to work efficiently and build strong client relationships. Combined with a collaborative culture rooted in radical candor and innovation, we empower our people to do their best work every day while helping to shape our future.

The Role

EPM is growing and looking for experienced Account Managers 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. This role is also eligible for production bonus. The ideal candidate has experience in wholesale lending, Encompass, and the ability to manage a variety of loan products and a high-volume pipeline.

What You’ll Do

• 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.

What You Bring

• 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.

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.