Account Manager

This dedicated team is the driving force behind our success, building strong, lasting relationships with broker partners, helping them grow their businesses, and showcasing the value of our clients. As an Account Manager, you’ll bring industry insight and exceptional service to every interaction, taking client relationships to the next level.

If you’re ready to bring your best, we’ll provide everything you need to excel, from comprehensive training and advanced tools to ongoing support. Every new Account Manager receives over 500 hours of annual training, their own portfolio of brokers, and access to highly competitive products and services. From there, you’ll focus on what matters most: guiding your brokers, strengthening partnerships, and driving shared success, because when they win, you do too.

WHAT YOU WILL BE DOING

Building and maintaining long-term relationships with broker accounts in all 50 states
Training and educating brokers on our Application System (EASE), programs, products, guidelines, and processes
Acting as your clients’ go-to resource for guidance and solutions
Delivering up-to-the-minute information about the latest products, resources and industry updates
Championing your brokers and striving to make every loan a success story
Monitoring the performance of accounts in your pipeline
Building and managing a strong pipeline of loans to meet and exceed sales goals

WHAT WE NEED FROM YOU

Must-Have Qualifications:
High school diploma or equivalent
Minimum one year of experience in mortgage sales as a loan officer, mortgage banker or wholesale account executive
OR minimum one year of relationship-based sales experience
Understanding the difference between retail and wholesale lending
Proven success in building business relationships
Confident communication skills and professionalism over the phone and face-to face
Proficient in technology including Microsoft Office, CRM and the ability to multi-task
Ability to take feedback and be coached up with the desire to get better every day
Hard workers who take accountability for their actions
Self-motivated with a strong work ethic and a positive attitude
On-site, full-time attendance


Nice To Have Qualifications:
Knowledge of the mortgage industry with previous experience working for a retail or wholesale mortgage lender
Inside sales and/or phone sales experience
A passion for the mortgage industry
Previous in a business-to-business sales model
A desire for a six-figure income and motivated to work in a competitive sales environment

The Account Manager works a 10:00 to 7:00 pm schedule with a one-hour lunch.