Mortgage Account Executive

Job Summary

Originate high-quality residential mortgages remotely, the full-time National Account Executive will analyze financial status, consult with customers on their needs, and manage leads to meet conversion requirements while providing exceptional service.

Key responsibilities

• Analyze applicants' financial status and recommend suitable mortgage products
• Consult with customers to help them achieve financial goals and identify lending solutions
• Manage leads and build a network of real estate agent partners to drive business

Required qualifications

• Proven experience in mortgage origination or a related financial field
• Strong understanding of various loan types and financial products
• Ability to meet lead conversion requirements and sales targets
• Experience in building and maintaining professional relationships
• Familiarity with financial analysis and credit evaluation processes