Wholesale Account Executive
Posted ago

The purpose of the Account Executive (AE) position is to generate business by developing lending relationships between Equity Prime Mortgage and third-party originators. AEs are responsible for obtaining new clients, as well as expanding upon existing accounts, increasing their closed loan volume through strategic, targeted, and quality salesmanship. Due to the nature of this sales position, AEs work rather independently, continually growing a network of third-party originators, industry contacts, and other valuable referral sources. AEs are responsible for upholding Equity Prime Mortgage’s commitment to its clients and borrowers, maintaining a high standard in customer service and professional ethics. Account Executives may be supervised by Regional Sales Managers and ultimately report to the Senior Vice President of Third Party Originations.


Business Development

  • Identify and sign-on qualified third party originator/broker accounts
  • Conduct sales call with prospective current accounts to determine strategic fit and opportunity
  • Provide training to accounts on systems, policies procedures, products, guidelines, updates, etc.

Communication Customer Service

  • Provide support and service to accounts and their staff
  • Serve as a liaison between accounts and the Equity operations teams
  • Work with management and internal team to maintain professional and respectful partnerships with accounts

Pipeline Management

  • Actively manage accounts pipeline and provide projections to management
  • Strive for 75% of loan applications in accounts pipeline make it through to funding
  • Work to have a minimum of $5 Million in total monthly funded volume from accounts, consistently
  • Prioritize and best allocate the use of time and resources to ensure goals are being met


Qualifications Requirements

  • Excellent interpersonal and communication skills (verbal and written)
  • Self-starting, self-reliant, highly motivated, and dependable
  • Efficient in time-management and ability to organize and prioritize tasks
  • Strong problem-solving ability and the resolve to overcome sales obstacles
  • Working knowledge of the wholesale lending process, loan programs, guidelines, and regulations
  • Familiarity with the local and regional market and lender competition within the market

Education, Training Experience

  • High school diploma required, college degree preferred
  • Recent Wholesale Account Executive experience preferred
  • Minimum of 5 years of industry experience preferred
  • Completion of the Anti-Money Laundering, Fair Lending, and Equity Origination training is required

$30,000 - $70,000 yearly
About EPM

Fortune Favors the Bold!

Founded at the height of the mortgage crisis in 2008, EPM has grown to become one of the leading mortgage lenders in the U.S. EPM's new mission, which was launched at the beginning of 2020 states: "We are a resource, and voice, for financial empowerment." With that said the vision of the organization is clear. EPM strives "to continue to offer top financial service, communication, and assistance to the communities we serve."

Headquartered in Atlanta, GA, EPM is licensed in 49 states and provides an array of lending resources such as Conventional, FHA, VA, 203K, Reverse, and USDA loans, as well as a, trusted Fannie Mae, Freddie Mac & Ginnie Mae Seller/Servicer.

With a dedicated staff of highly experienced professionals, EPM provides exceptional pricing for thousands of clients annually, without compromising follow-through and customer service.

For more information about EPM visit us online at EPM.net

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