Wholesale Account Executive – National

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

📋 Description

• Reach out to and reactivate a pipeline of dormant broker accounts assigned by management, converting them back into active funding partners.

• Achieve daily outbound call and contact activity targets to ensure consistent pipeline coverage and broker engagement.

• Document every call, contact, and account update in the CRM on a daily basis to maintain accurate pipeline data and facilitate effective follow-up.

• Develop and nurture your own broker relationships, expanding the territory beyond the assigned reactivation list.

• Increase monthly funded volume on a defined growth trajectory, achieving $5 million in fundings by the sixth month.

• Promote the full range of products offered by the company, primarily focusing on enhancing Non-QM production to constitute 50% of the total monthly volume.

• Acquire, impart, and clearly articulate underwriting guidelines and loan program requirements to brokers and their processing staff.

• Assist brokers with file submission, status tracking, and issue resolution via the TPO portal.

• Collaborate closely with underwriting, processing, and operations teams to ensure efficient movement of broker files through the pipeline.

• Regularly review call activity, CRM data, and volume progress against ramp targets during check-ins with management.

• Stay informed on guideline changes, pricing, and competitive positioning to effectively market programs to brokers.

⛳️ Requirements

• Previous experience as a wholesale mortgage account executive, with a preference for those with an existing portfolio of broker relationships.

• Excellent phone-based sales abilities and comfort with high-volume, disciplined daily outbound calling.

• Familiarity with CRM systems and TPO portal file submission processes.

• Comprehensive understanding of mortgage underwriting guidelines across the complete product range (agency, Non-QM, and government), with significant Non-QM expertise and the capability to teach it to others.

• Proven history of meeting or surpassing funded volume goals in a wholesale or broker-facing position.

• Self-driven, organized, and comfortable being evaluated against activity metrics and monthly funding objectives.

🏝️ Benefits

• Health Care Plan (Medical, Dental & Vision)

• Life Insurance (Basic, Voluntary & AD&D)

• Paid Time Off (Vacation & Holidays)

• Retirement Plan (401k)

• Short Term & Long Term Disability

• Family Leave

• Wellness Resources