Wholesale Account Executive
New
RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3+ years of mortgage industry experience (loan officer, mortgage banker, or wholesale AE); Minimum 2 years as a Wholesale Account Executive
- Required Skills
- Business DevelopmentMicrosoft OfficeAccount ManagementCRM
Requirements
- 3+ years of mortgage industry experience (loan officer, mortgage banker, or wholesale AE)
- Minimum 2 years as a Wholesale Account Executive
- High school diploma required, college degree preferred
- Proven track record of building and growing business relationships
- Working knowledge of wholesale lending, loan programs, and regulations
- Proficiency with LOS, CRM, and Microsoft Office
- Strong communication, time management, and problem-solving skills
- Self-motivated, dependable, and results-driven
Responsibilities
- Build and maintain strong, long-term relationships with brokers and TPO accounts nationwide
- Identify and onboard qualified new broker/TPO accounts
- Conduct sales meetings to assess fit and uncover opportunity
- Train clients on EPM systems, products, guidelines, and updates
- Serve as the liaison between accounts and EPM operations teams
- Leverage CRM tools for outreach, marketing, and client management
- Actively manage your pipeline to meet and exceed sales goals
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