Wholesale Junior Account Executive

CMG Financial

5d

About The Position

Essential Duties and Responsibilities:
Assist Account Executives in identifying and onboarding new broker relationships.
Support the preparation and delivery of training presentations and marketing materials.
Help facilitate broker access to systems and tools, including password setup and application guidance.
Provide basic instruction on company procedures, forms, and fee structures.
Maintain and update sales contact databases under supervision.
Monitor broker communications and assist in distributing updates on programs and procedures.
Track pipeline activity and report findings to senior team members.
Shadow senior Account Executives during broker visits and virtual meetings.
Participate in internal training sessions to build product and industry knowledge.
Collaborate with marketing and operations teams to ensure consistent messaging and support.

Nice To Haves

• 0–2 years of experience in mortgage banking, financial services, or sales support.
• Strong interest in developing a career in TPO mortgage lending.
• Basic proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Excellent communication and organizational skills.
• Willingness to learn and adapt in a fast-paced environment.
• Ability to travel occasionally with senior team members.

Responsibilities

• Assist Account Executives in identifying and onboarding new broker relationships.
• Support the preparation and delivery of training presentations and marketing materials.
• Help facilitate broker access to systems and tools, including password setup and application guidance.
• Provide basic instruction on company procedures, forms, and fee structures.
• Maintain and update sales contact databases under supervision.
• Monitor broker communications and assist in distributing updates on programs and procedures.
• Track pipeline activity and report findings to senior team members.
• Shadow senior Account Executives during broker visits and virtual meetings.
• Participate in internal training sessions to build product and industry knowledge.
• Collaborate with marketing and operations teams to ensure consistent messaging and support.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees