JR. ACCOUNT EXECUTIVE
About The Position
The Jr. Account Executive (JAE) is responsible for driving engagement, activation, and ongoing relationship management within National Accounts. This role serves as a key liaison between Mortgage Loan Originators (MLOs), brokers, and internal teams—ensuring a seamless client experience from initial outreach through loan submission. The JAE plays a critical role in growing pipeline by reactivating dormant relationships, supporting scenario development, and helping clients navigate the loan lifecycle. This position combines sales support, client relationship management, and operational coordination to drive production and client satisfaction.
Requirements
- Minimum 3+ years of mortgage industry experience required
- Strong understanding of mortgage products, guidelines, and loan lifecycle processes
- Excellent written and verbal communication skills
- Strong relationship-building and client engagement skills
- Effective negotiation and closing support abilities
- High attention to detail and strong organizational skills
- Ability to present guidelines and product information in a clear, structured format
- Proficiency with CRM systems and sales enablement tools
- Ability to thrive in a fast-paced, target-driven environment
- Problem-solving mindset with a focus on client satisfaction and results
Nice To Haves
- Non-QM wholesale lending experience preferred
- Experience supporting sales teams, brokers, or third-party originators is highly desirable
Responsibilities
- Drive engagement with National Accounts through proactive outreach, scenario submissions, and leading problem resolution
- Develop and maintain productive relationships with MLOs and brokers within assigned National Accounts
- Provide outreach to branches and MLOs via introductory calls, emails, and video meetings, leveraging company marketing materials and scripts
- Understand client needs and assist in building tailored Non-QM lending solutions
- Generate and provide qualified referrals and pipeline opportunities to Account Executives (AEs)
- Assist with initial scenario follow-up by coordinating with the Scenario Desk for active opportunities
- Leverage CRM reporting to identify, target, and reactivate dormant Loan Officers within National Accounts
- Support AEs by sharing actionable client feedback and identifying opportunities for deeper engagement
- Apply knowledge of the loan lifecycle and loan manufacturing process to help resolve client issues with the goal of securing initial loan submissions
- Coordinate internal resources (guidelines support, product training, scenario structuring) to meet client needs
- Act as a central point of contact to ensure timely and effective resolution of client inquiries and challenges
- Assist with onboarding new accounts, including scheduling product demos and supporting portal/system training
- Present a high-level overview of company systems, processes, and technology to communicate the value proposition to prospective clients
- Deliver guideline overviews and product education in a clear, client-friendly format
- Maintain consistent use of CRM and sales tools to track outreach, engagement, and opportunity development
- Accurately document all sales activities, client interactions, and deal progress
- Utilize data and reporting to prioritize outreach and drive measurable results
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
