Account Executive – Non-QM
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Job Description
Mortgage Account Executive driving broker partnerships for Lendz Financial. Utilizing tech tools to enhance loan volume and broker relationships.
Responsibilities:
- Solicit New Business: Proactively identify and cultivate relationships with brokers to secure loans, ensuring consistent growth in the company’s client base.
- Client Relationship Management: Serve as the primary point of contact for brokers, acting as a trusted resource for all questions related to the mortgage industry and Lendz.
- Customer Service Excellence: Deliver outstanding client service by promptly addressing loan status inquiries and resolving any issues during the loan process.
- Operational Collaboration: Partner with the operations team to facilitate the successful submission, processing, and closing of loans as needed.
- Client Training & Support: Provide brokers with training and conduct informational meetings.
- Rate Lock Monitoring: Stay vigilant on expiring rate locks and ensure timely communication with brokers.
- Represent the Brand: Be a champion of the Lendz experience—delivering consistent, exceptional service that drives loyalty and repeat business.
Requirements:
- Wholesale AE Experience: 3+ years in a wholesale Account Executive role, with a current book of producing brokers.
- Non-QM Knowledge: Familiarity with Non-QM products and confidence explaining complex lending scenarios.
- Strong Track Record: Demonstrated ability to drive volume and hit sales targets consistently.
- Service-First Mentality: Deep commitment to delivering white-glove service and solving problems with urgency and care.
- Self-Motivated & Organized: Driven, highly organized, and accountable with a strong sense of ownership and urgency.
- Communication Excellence: Clear, confident, and persuasive—across phone, email, and presentations.
- Operational Savvy: Solid grasp of loan origination, underwriting workflows, and industry standards.
- Tech-Friendly: Comfortable using Salesforce, LOS platforms, and MS Office tools.
Benefits:
- 100% remote
- Highly subsidized medical insurance
- Low-cost dental and vision insurance
- Voluntary Life, LTD, STD, and Critical Illness Insurance
- 401(k) program
- Health Savings Account (HSA)
- Learning and development opportunities
- Friendly, collaborative work environment
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