Account Executive Mortgage

HomeXpress Mortgage CorpSanta Ana, CA
6h$100,000 - $150,000Hybrid

About The Position

Job Title: Account Executive Job Type: Full-time Work Location: On-site during ramp-up and training, with remote flexibility after ramp-up based on performance and business need. Location: Santa Ana, CA

Requirements

  • 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

Nice To Haves

  • Wholesale lending experience
  • Non-QM experience
  • Existing broker relationships or the ability to build a book quickly

Responsibilities

  • 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 guideline 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

Benefits

  • 401(k) and 401(k) matching
  • Dental, health, vision, and life insurance
  • Paid time off
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