Broker Success Analyst

EPM is growing, and we are seeking a Broker Success Analyst (BSA) to join our team. As a BSA, you’ll be the primary point of contact for Account Executives (AEs), brokers, and internal teams, playing a critical role in keeping pipeline files on track through underwriting. You’ll ensure compliance, prioritize file movement, and maintain clear and proactive communication to create a seamless experience for our broker partners. If this sounds like you, apply today! 

Key Responsibilities 

• Serve as the main point of contact for AEs, brokers, and internal teams, delivering updates and guidance throughout the file lifecycle. 

• Monitor and manage the stacking order of files in the pipeline, ensuring documentation is submitted in a timely and organized fashion. 

• Review files daily, track and communicate outstanding conditions, and collaborate with stakeholders for timely resolution. 

• Proactively escalate issues such as credit discrepancies, documentation gaps, or rate lock expirations to avoid delays. 

• Clear internal BSA conditions prior to underwriting and ensure files meet all company and regulatory guidelines. 

• Submit files for underwriting only when documentation is complete and compliant. 

• Maintain up-to-date records and notes in the company’s LOS (e.g., Encompass) to ensure transparency and traceability. 

• Participate in team meetings, report pipeline concerns, and assist with urgent or same-day submissions when needed. 

• Ensure all processes are compliant with RESPA, TRID, and company policies. 

• Additional responsibilities related to business needs. 

Qualifications & Skills 

• High school diploma required; college degree preferred. 

• 1+ years of mortgage industry experience preferred, preferably within wholesale operations. 

• Excellent interpersonal and communication skills, both verbal and written. 

• Self-motivated, detail-oriented, and dependable, with the ability to work independently and manage multiple priorities in a fast-paced environment. 

• Working knowledge of lending guidelines and a thorough understanding of the loan process. 

• Technologically savvy and comfortable learning new computer systems and programs. 

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.