Account Executive

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Account Executive

Some responsibilities include:


An Account Executive (AE) establishes, nurtures, and retains business relationships with mortgage brokers and correspondents to facilitate the acquisition of a wide variety of residential mortgage loan products and services through the Company’s extensive business-to-business network of correspondents and brokers. The incumbent is responsible for managing all assigned Client accounts to include educating the clients in every aspect of the business relationship. An AE is typically assigned to a specific geographic area.


Identifies and aggressively pursues prospective clients within the assigned geographic territory. Regularly secures new Client relationships, and successfully guides new Clients though the Client approval process. Actively promotes the various features and benefits of establishing/maintaining a business relationship with the Company. Learns, understands, and analyzes the Client’s business model and offers consultation as to what products and services may best meet the client’s business needs. Learns and analyzes assigned Clients’ business model and scorecard rating, focusing on eSign execution, rate lock pull-through performance, deficiency ratios, and other applicable quality or sales performance metrics.


Bachelor’s degree in related field or equivalent lending experience in a financial institution. Minimum two years direct sales experience in a mortgage banking environment, preferably in a residential wholesale lending capacity.


Thorough knowledge of and the ability to apply concepts to all aspects of residential mortgage lending, origination’s, operations and delivery. Possesses refined marketing skills that can be applied to the wholesale lending environment. PC literacy; proficiency with Microsoft Office products.

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