Account Executive (Southeast)

About the role

Our Account Executives operate in a technical wholesale lending environment where success comes from becoming a trusted lending resource to mortgage brokers and bankers.

Responsibilities

• Build and manage relationships with mortgage brokers and bankers
• Review scenarios and structure deals prior to submission
• Understand DSCR and commercial underwriting concepts (LTV, cash flow, property types)
• Educate partners on guidelines and execution strategy
• Work directly with underwriting and operations to close loans
• Generate repeat production through expertise and responsiveness

Requirements

• Strong sales, negotiation, and closing skills with a proven ability to build lasting client relationships
• Excellent verbal and written communication skills
• Highly organized with strong time-management and follow-up abilities
• Self-motivated, results-oriented, and capable of working independently
• Ability to manage multiple priorities in a fast-paced sales environment
• Proficiency with CRM systems and sales productivity tools
• Knowledge of mortgage products, lending processes, and industry terminology preferred
• Professional demeanor with strong presentation and interpersonal skills
• Strong leadership, coaching, and people management skills with experience building and scaling sales teams

Skills

• Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent professional experience
• Minimum of 2–5 years of experience in mortgage sales, financial services sales, or a related field
• Demonstrated success in prospecting, pipeline management, and achieving sales targets
• Demonstrated success recruiting, managing, and developing sales professionals

Benefits

Not specified

Pay

Not specified

Schedule

Monday-Friday, 9:00AM – 5:00PM ET