The Client Experience Coordinator will manage client communications, assist with loan applications, maintain records, and coordinate efforts with brokers and stakeholders.
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.
Top Skills
CRM
Los
Similar Jobs
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
The Senior Security Engineer will develop security automations, mentor engineers, and enhance Samsara's security infrastructure using modern techniques and tools.
Top Skills:
Aws LambdaGoPythonTerraformTines
An Hour Ago
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Oversee team and initiatives for Global Industries and Solutions, ensuring stakeholder collaboration, project execution, and strategy alignment through effective leadership and communication.
Top Skills:
Ai-Enhanced Technology
An Hour Ago
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Manage and oversee strategic initiatives within Global Industries and Solutions, ensuring effective team collaboration, communications, and execution of goals.
Top Skills:
AIProject Management Tools
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
