1-2 years of mortgage industry experience (retail, correspondent, or wholesale)
2+ years of sales experience
Strong communication skills with a focus on outbound activity
Detail-oriented and thrives in a production-driven environment
Proficient with Microsoft Office and CRM tools
Team player with a service-first mindset
Responsibilities
Prospect and engage potential clients through outbound calls, emails, and follow-ups
Track contacts and pipeline activity in the company CRM
Build and maintain relationships with mortgage brokers
Maintain sales contact and pipeline reports
Train brokers on HomeXpress products and procedures
Collaborate with brokers on marketing programs to drive production
Stay updated on underwriting guidelines and program changes
Support brokers through the loan process, including pre-underwriting
Benefits
Comprehensive insurance options including medical, dental, and vision coverage
Employer-sponsored life insurance
401(k) plan with employer matching contributions
Competitive paid time off (PTO) accrual plan
Flexible work arrangements after ramp-up period based on performance
Full Job Description
Job Description
Job Title: Account Executive Job Type: Full-time Work Location: On-site during ramp and training, with remote flexibility after ramp based on performance and business need. Location: Santa Ana, CA
Required Qualifications
1 to 2 years of mortgage industry experience (retail, correspondent, or wholesale)
2+ years of sales experience
Strong communication skills and comfort with outbound activity
Detail oriented and able to thrive in a production-driven environment
Comfortable working with the Microsoft office suite and CRM tools
Team player with a service-first mindset
Preferred Qualifications
Wholesale lending experience
Non-QM experience
Existing broker relationships or the ability to build a book quickly
Duties
Prospect and engage potential clients through outbound activity (calls, emails, and follow-up)
Track contacts, pipeline activity, and outreach in the company CRM
Build and maintain relationships with current and new mortgage brokers
Maintain sales contact, pipeline, and other pertinent sales activity reports
Train brokers on HomeXpress products, policies, and procedures to ensure loan files are complete and within guidelines
Work directly with brokers and loan officers on marketing programs that drive production
Stay current on underwriting guidelines and program changes
Support brokers through the loan process, including pre-underwriting and pre-qualifying files as needed
Provide ongoing service and support to broker partners
Compensation Structure
Your earnings are structured to reward performance and provide consistent financial stability. This role follows a Commission-on-Draw model.
Standard Monthly Draw: A guaranteed monthly draw of $2,929.34 ($35,152.08 annualized) is provided against future commissions to ensure steady cash flow.
Commission Earnings: In addition to the draw against commission, you are eligible for uncapped commission earnings based on volume of funded units.
Supplemental Pay: Further incentives include eligibility for Quarterly Performance Bonuses, designed to reward exceptional results and long-term contribution to the team.
On Target Earnings or OTE are $100,000 though it isn't uncommon for successful Account Executives to earn $150,000+
Health Benefits
We are committed to the well-being of our team members and their families. After 30 days of employment, you will have access to:
Comprehensive Insurance: Choice of premium medical plans, including Health, Dental, and Vision coverage.
Life Insurance: Employer sponsored life insurance to ensure peace of mind and family security.
FSA Contribution Account Available
Retirement & Financial Growth
401(k) Plan: Access to a 401(k)-retirement savings account to help you build long-term wealth.
Employer Matching: The company provides a 401(k)-matching contribution, significantly accelerating your retirement savings and total compensation.
Work-Life Harmony
Paid Time Off (PTO): We value rest and rejuvenation. You will receive a competitive PTO accrual plan for vacations, personal time, and holidays.
