EPM · 5 hours ago

Account Executive

United States

Full-time

Remote

Senior Level

5+ years exp

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Financial ServicesMortgage

Growth Opportunities

Hiring Manager

Sam Hilbish

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Responsibilities

Identify and onboard qualified third-party originator/broker accounts.

Conduct sales calls with prospective and current accounts to assess strategic fit and opportunities.

Provide training to accounts on systems, policies, procedures, products, and updates.

Offer support and service to accounts and their staff.

Act as a liaison between accounts and the Equity operations teams.

Collaborate with management and internal teams to maintain professional partnerships with accounts.

Actively manage accounts pipeline and provide loan projections to management.

Prioritize and allocate time and resources effectively to meet goals.

Additional responsibilities related to business needs.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Wholesale Account Executive experienceAnti-Money Laundering trainingFair Lending trainingEquity Origination trainingWholesale lending process knowledgeLoan programs knowledgeRegulations knowledgeLocal marketsLender competition knowledgeTime management skillsProblem-solving abilities