Founding National Wholesale Account Executive - HELOC
New
B
BetterFintech Mortgage
RemoteFull-TimeMiddle
Salary$120K - $180K; $120K – $180K • Offers Commission
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Job Details
- Required Skills
- Account ManagementRelationship managementCRM
Requirements
- Prior mortgage industry experience.
- Demonstrated ability to build, manage, and grow professional relationships.
- Working knowledge of wholesale lending, mortgage operations, pricing, and underwriting guidelines.
- Ability to interpret and explain complex loan scenarios clearly.
- Strong presentation and training skills for leading webinars, meetings, and demos.
- Exceptional follow-through, organization, urgency, and attention to detail.
- Proficiency with CRM, loan-origination, and pricing tools.
- Growth mindset, high personal accountability, and resilience.
- Ability to thrive in a fast-moving, evolving launch environment.
Responsibilities
- Onboard and activate an initial group of high-potential mortgage brokerages.
- Build and maintain relationships with brokerage owners, leaders, loan originators, and processors.
- Train broker partners on Better Wholesale technology, product guidelines, and pricing.
- Support brokers in identifying HELOC opportunities and managing loan submissions.
- Serve as the primary point of contact for assigned accounts throughout the loan lifecycle.
- Provide scenario guidance and coordinate with operations and underwriting to resolve issues.
- Track broker activity and relationship health via CRM and operating systems.
- Gather and relay broker feedback to internal teams to improve product and service standards.
- Help develop onboarding materials, training programs, and account-management playbooks.
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