EPM
mortgage
JuniorAccountExecutive
Neural analysis suggests this role is
optimal for Entry candidates.
“Junior Account Executive at EPM. Skills: sales, account management, communication. support business development efforts. build and manage relationships with third-party originators”
What You'll Achieve.
meet goals
Industry & Context.
Problem-solving mindset with willingness to seek guidance when needed
What They're Looking For.
Must Have
1+ years of professional work experience, ideally in sales, customer service, or financial services, Excellent interpersonal and communication skills (verbal and written), Motivated and eager to learn with a proactive approach, Ability to organize and prioritize tasks effectively, Problem-solving mindset with willingness to seek guidance when needed
Nice to Have
college degree, Basic knowledge of wholesale lending processes and loan programs, Familiarity with local markets or financial services
What You'll Do.
support business development efforts
build and manage relationships with third-party originators
support existing accounts
identify and onboard qualified third-party originator/broker accounts
participate in sales calls with prospective and current accounts
support training efforts by providing accounts with information on systems
respond to account inquiries
escalate issues to senior team members
serve as a liaison between accounts and the EPM operations teams
maintain account relationships
track account activity
monitor pipeline progress
assist with reporting to management
support team efforts to meet goals through effective time management and prioritization
How You'll Work.
Team & Collaboration
Collaborate with Regional Sales Managers and internal teams to maintain account relationships; Serve as a liaison between accounts and the EPM operations teams
Communication Scope
Excellent interpersonal and communication skills (verbal and written)
Full Job Description
## Description EPM is growing, and we are seeking Jr. Account Executives to join our team. In this role, you’ll support business development efforts by helping to build and manage relationships with third-party originators, assisting in onboarding new clients, and supporting existing accounts. The ideal candidate is motivated, eager to learn, and has strong communication skills with a customer-first mindset. If you’re looking to start or grow your career in mortgage sales, apply today! ## Key Responsibilities Assist in identifying and onboarding qualified third-party originator/broker accounts. Participate in sales calls with prospective and current accounts to learn client needs and opportunities. Support training efforts by providing accounts with information on systems, policies, procedures, and products. Respond to account inquiries and escalate issues to senior team members as needed. Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication. Collaborate with Regional Sales Managers and internal teams to maintain strong account relationships. Help track account activity, monitor pipeline progress, and assist with reporting to management. Support team efforts to meet goals through effective time management and prioritization. Additional responsibilities related to business needs. ## Qualifications & Skills High school diploma required; college degree preferred. 1+ years of professional work experience, ideally in sales, customer service, or financial services. Excellent interpersonal and communication skills (verbal and written). Motivated and eager to learn with a proactive approach. Ability to organize and prioritize tasks effectively. Problem-solving mindset with willingness to seek guidance when needed. Basic knowledge of wholesale lending processes and loan programs preferred (training provided). Familiarity with local markets or financial services a plus. ## Additional Information About EPM Founded at the height of
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