Client Experience Assistant

Description

EPM is growing, and we are seeking a Client Experience Assistant to join our team in Plano, Texas on a hybrid basis. 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 Experience with loan proposals and related documents. 

• Additional responsibilities related to business needs. 

Qualifications & Skills 

• High school diploma required; college degree preferred.   

• Must be able to commute to the Plano, Texas office on a hybrid schedule. 

• 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 new mission, launched in early 2020, emphasizes our commitment: "We are a resource, and voice, for financial empowerment." This mission underscores our dedication to fostering financial literacy and accessibility within the communities we serve. 

EPM's vision is clear: 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. 

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. 

At EPM, we are committed to fostering a diverse and inclusive workplace where all individuals are valued and respected. We believe that a variety of perspectives enhances our team and drives innovation. Our hiring process adheres to fair employment practices, ensuring that all candidates receive equal consideration based on their qualifications and abilities. We encourage applicants from all backgrounds to apply and join us in creating an inclusive environment that reflects the communities we serve. 

Qualifications