JR. ACCOUNT EXECUTIVE

Key Responsibilities

• Drive engagement with National Accounts through proactive outreach, scenario submissions, and leading problem resolution
• Develop and maintain productive relationships with MLOs and brokers within assigned National Accounts
• Provide outreach to branches and MLOs via introductory calls, emails, and video meetings, leveraging company marketing materials and scripts
• Understand client needs and assist in building tailored Non-QM lending solutions
• Pipeline Development & Sales Support: Generate and provide qualified referrals and pipeline opportunities to Account Executives (AEs)
• Aid in initial scenario follow-up by coordinating with the Scenario Desk for active opportunities
• Leverage CRM reporting to identify, target, and reactivate dormant Loan Officers within National Accounts
• Support AEs by sharing actionable client feedback and identifying opportunities for deeper engagement
• Client Experience & Problem Resolution: Apply knowledge of the loan lifecycle and loan manufacturing process to help resolve client issues with the goal of securing initial loan submissions
• Coordinate internal resources (guidelines support, product training, scenario structuring) to meet client needs
• Act as a central point of contact to ensure timely and effective resolution of client inquiries and challenges

Onboarding & Training Support

• Assist with onboarding new accounts, including scheduling product demos and supporting portal/system training
• Present a high-level overview of company systems, processes, and technology to communicate the value proposition to prospective clients
• Deliver guideline overviews and product education in a clear, client-friendly format

CRM & Sales Activity Management

• Maintain consistent use of CRM and sales tools to track outreach, engagement, and opportunity development
• Accurately document all sales activities, client interactions, and deal progress
• Utilize data and reporting to prioritize outreach and drive measurable results

Qualifications & Experience

• Minimum 3+ years of mortgage industry experience required
• Non-QM wholesale lending experience preferred
• Strong understanding of mortgage products, guidelines, and loan lifecycle processes
• Experience supporting sales teams, brokers, or third-party originators is highly desirable

Skills & Competencies

• Excellent written and verbal communication skills
• Strong relationship-building and client engagement skills
• Effective negotiation and closing support abilities
• High attention to detail and strong organizational skills
• Ability to present guidelines and product information in a clear, structured format
• Proficiency with CRM systems and sales enablement tools
• Ability to thrive in a fast-paced, target-driven environment
• Problem-solving mindset with a focus on client satisfaction and results

Key Performance Indicators (KPIs)

• Number of MLOs/brokers engaged and activated within National Accounts
• Volume of qualified referrals and pipeline opportunities generated for AEs
• Reactivation rate of dormant Loan Officers
• Conversion of initial scenarios to submitted loans
• Client satisfaction and responsiveness metrics
• CRM activity accuracy and consistency