Wholesale Account Executive

Job Summary

To support the growth of the wholesale lending business, the full-time Wholesale Account Executive will develop and maintain relationships with mortgage loan brokers, banks, and credit unions, while working remotely to manage client expectations and ensure satisfaction.

Key responsibilities

• Make daily outbound calls to develop new accounts and follow up to ensure client satisfaction
• Answer loan pricing and scenario questions while collaborating with operations to resolve issues
• Track and report on monthly volume and loan quality, staying updated on regulatory standards

Required qualifications

• 2+ years of mortgage lending experience
• Well-developed understanding of mortgage underwriting, processing, closing, and sales procedures
• Exceptional customer service skills with a strong focus on detail and follow-through
• Ability to work independently in a fast-paced environment
• Experience with Encompass/Point or other mortgage origination systems (preferred)