Wholesale Account Executive

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

📋 Description

• Collaborate with Wholesale leadership to define and set funding projections and goals.

• Reach out to potential mortgage brokers and bankers, facilitating the broker approval process.

• Create and execute marketing initiatives within the designated territory or account list.

• Deliver large-group presentations at broker locations.

• Act as a subject matter expert regarding company policies, procedures, products, and technology.

• Work in conjunction with loan operations to oversee the active pipeline.

• Refer second reviews to Operations and Underwriting leadership as needed.

• Develop communication protocols with Client Relations Managers.

• Support clients with lock reconciliation, extensions, and exceptions.

• Clarify the loan processing, underwriting, and closing procedures.

• Distribute rate sheets and product guidelines.

• Offer technical training and assistance for the company's technology platform.

• Enhance funded loan volume market share and the base of approved brokers within the assigned territory.

⛳️ Requirements

• A Bachelor’s degree in a relevant field; equivalent education or job experience may be accepted.

• A minimum of 4 years of experience in sales and/or real estate.

• At least 2 years of experience in mortgage sales, including Government and Conventional products such as FHA, VA, FNMA, and FHLMC, and their associated guidelines.

• Familiarity with the local real estate market.

• Understanding of investor guidelines, underwriting policies, and loan products.

• Strong verbal and written communication skills.

• Smartphone meeting company security standards, with the capability to install applications like Microsoft Authenticator; employment is contingent on this requirement.

🏝️ Benefits

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave

• Adoption Assistance

• Tuition & Certification reimbursement

• Employee Mortgage Loan Program

• Newrez Employee Emergency and Disaster Fund

• 1 company-paid Volunteer Time Off day

• Matching Gifts Program - dollar-for-dollar up to $1,000

• Access to grants, nonprofit resources, and volunteer opportunities

• Employee Resource Groups (ERG)