Wholesale Account Executive, National

Key Responsibilities

• Call and reactivate a pipeline of deactivated/dormant broker accounts assigned by management, converting them back into active, funding partners
• Meet daily outbound call and contact activity requirements to maintain consistent pipeline coverage and broker engagement
• Log every call, contact, and account update in the CRM daily to keep pipeline data accurate and enable effective follow-up
• Bring and cultivate your own broker relationships, expanding the territory beyond the assigned reactivation list
• Ramp monthly funded volume on a defined growth curve, reaching $5 million in fundings per month by month 6
• Sell the full range of products offered by the company, with a primary focus on growing Non-QM production to reach 50% of total company monthly volume
• Learn, teach, and clearly explain underwriting guidelines and loan program requirements to brokers and their processing staff
• Guide brokers through file submission, status tracking, and issue resolution using the TPO portal
• Partner closely with underwriting, processing, and operations teams to move broker files through the pipeline efficiently
• Review call activity, CRM data, and volume progress against ramp targets in regular check-ins with management
• Stay current on guideline changes, pricing, and competitive positioning to effectively sell programs to brokers

Ramp Expectations

• This role includes a structured 6-month production ramp.
• Account Executives are expected to progressively increase monthly funded volume from account reactivation and self-sourced business, reaching $5 million in monthly fundings by month 6, supported by consistent daily call activity and CRM discipline.
• The core objective of this role is to drive Non-QM production to 50% of total company monthly volume.

Requirements

• Prior wholesale mortgage account executive experience, with an existing book of broker relationships preferred
• Strong phone-based sales skills and comfort with high-volume, disciplined daily outbound calling
• Working knowledge of CRM systems and TPO portal file submission workflows
• Solid understanding of mortgage underwriting guidelines across the full product suite (agency, Non-QM, and government), with strong Non-QM knowledge and the ability to teach it to others
• A track record of hitting or exceeding funded volume goals in a wholesale or broker-facing role
• Self-motivated, organized, and comfortable being measured against activity metrics and monthly funding targets