EPM
mortgage lenders
WholesaleAccountExecutive
Neural analysis suggests this role is
optimal for Mid candidates.
“Wholesale Account Executive at EPM. Skills: sales skills, account management, lending relationships. developing lending relationships with third-party originators. expanding existing accounts to increase closed loan volume”
What You'll Achieve.
increase closed loan volume; meet goals
Industry & Context.
problem-solving abilities and resilience in overcoming sales obstacles
Familiarity with local and regional markets and lender competition
What They're Looking For.
Must Have
Recent experience as a Wholesale Account Executive required, Minimum of 5 years of industry experience required, Completion of Anti-Money Laundering, Fair Lending, and Equity Origination training required, Excellent interpersonal and communication skills (verbal and written), Self-starter: highly motivated, dependable, and self-reliant, time management skills with the ability to organize and prioritize tasks effectively, problem-solving abilities and resilience in overcoming sales obstacles, Working knowledge of the wholesale lending process, loan programs, guidelines, and regulations
Nice to Have
college degree preferred
What You'll Do.
developing lending relationships with third-party originators
expanding existing accounts to increase closed loan volume
Identify and onboard qualified third-party originatorroker accounts
Conduct sales calls with prospective and current accounts to assess strategic fit and opportunities
Provide training to accounts on systems
Offer support and service to accounts and their staff
Act as a liaison between accounts and the Equity operations teams
Actively manage accounts pipeline and provide loan projections to management
Prioritize and allocate time and resources effectively to meet goals
How You'll Work.
Team & Collaboration
Collaborate with management and internal teams to maintain professional partnerships with accounts; Act as a liaison between accounts and the Equity operations teams
Communication Scope
Excellent interpersonal and communication skills (verbal and written)
Full Job Description
## Description EPM is growing, and we are seeking Account Executives to join our team. You’ll be responsible for developing lending relationships with third-party originators and expanding existing accounts to increase closed loan volume. The ideal candidate is a self-starter with strong sales skills and a commitment to exceptional customer service. If this sounds like you, apply today! ## Key Responsibilities Identify and onboard qualified third-party originator/broker accounts. Conduct sales calls with prospective and current accounts to assess strategic fit and opportunities. Provide training to accounts on systems, policies, procedures, products, and updates. Offer support and service to accounts and their staff. Act as a liaison between accounts and the Equity operations teams. Collaborate with management and internal teams to maintain professional partnerships with accounts. Actively manage accounts pipeline and provide loan projections to management. Prioritize and allocate time and resources effectively to meet goals. Additional responsibilities related to business needs. ## Qualifications & Skills High school diploma required; college degree preferred. Recent experience as a Wholesale Account Executive required. Minimum of 5 years of industry experience required. Completion of Anti-Money Laundering, Fair Lending, and Equity Origination training required. Excellent interpersonal and communication skills (verbal and written). Self-starter: highly motivated, dependable, and self-reliant. Strong time management skills with the ability to organize and prioritize tasks effectively. Strong problem-solving abilities and resilience in overcoming sales obstacles. Working knowledge of the wholesale lending process, loan programs, guidelines, and regulations. Familiarity with local and regional markets and lender competition. ## Additional Information About EPM Founded at the height of the mortgage crisis in 2008, EPM has rapidly evolved into one of the leading mortg
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