Founding National Wholesale Account Executive – HELOC

This is a fully remote position, open to applicants in United States.

📋 Description

• Onboard and activate an initial cohort of high-potential mortgage brokerages interested in Better Wholesale HELOC.

• Foster trusted relationships with brokerage owners, leaders, loan originators, processors, and other key stakeholders.

• Educate broker partners on technology, product guidelines, pricing, eligibility, submission requirements, and best practices.

• Assist brokers in identifying HELOC opportunities and converting product interest into submissions and funded volume.

• Act as the primary relationship owner and advocate for assigned broker accounts throughout the loan lifecycle.

• Provide scenario guidance and collaborate with operations, underwriting, product, and leadership to resolve issues and escalations.

• Set expectations, communicate proactively, and cultivate a high-touch broker experience.

• Manage account-level production goals, pipeline visibility, pull-through, activation, and funded-volume forecasting.

• Monitor broker activity and relationship health using CRM and operating systems.

• Collect broker feedback for enhancements in product, technology, operations, pricing, and leadership.

• Assist in creating onboarding materials, training programs, service standards, playbooks, and account-management processes.

• Represent Better Wholesale in broker meetings, webinars, trainings, industry events, and other market-facing opportunities.

• Identify and nurture new broker relationships while introducing additional wholesale products as the channel develops.

⛳️ Requirements

• Previous mortgage industry experience is necessary.

• Proven ability to build, manage, and enhance relationships.

• Familiarity with wholesale lending, mortgage operations, pricing, underwriting guidelines, and the loan lifecycle.

• Capability to comprehend complex scenarios, communicate guidelines clearly, and assist partners in determining the appropriate next step without overpromising.

• Strong presentation and training abilities, including one-on-one discussions, group meetings, webinars, and product demonstrations.

• Exceptional follow-through, organizational skills, urgency, and attention to detail.

• Ability to handle a large number of relationships and active loans while ensuring each partner feels prioritized.

• Consultative, service-oriented sales approach based on curiosity, credibility, and problem-solving.

• Comfortable working in a dynamic launch environment where processes may change.

• Proficient in CRM, loan origination, pricing, and modern communication tools.

• Growth mindset, high personal accountability, humility, resilience, and a desire to collaborate with a team.

• Must have authorization to work in the United States.

🏝️ Benefits

• Six months of guaranteed income.

• Comprehensive medical, dental, and vision coverage.

• HSA and FSA options with employer matching contributions.

• Pre-tax Dependent Care FSA.

• Commuter benefits with employer matching contributions.

• 401(k) retirement savings plan.

• Flexible PTO program.

• Company-paid holidays.

• Paid parental leave.

• Options for remote and hybrid work arrangements [role dependent].

• Discounted pet insurance and additional perks.

• PerkSpot employee discount program.

• SoFi financial wellbeing platform with 1:1 advice.

• Employee assistance program supporting mental and emotional wellbeing.

• Uncapped, production-based compensation.

• Full-time W-2 position with a comprehensive benefits package.