Account Executive - Financial Institution Channel

Lender Select Mortgage

Anywhere Remote only

Full time

Nov 4

The ideal applicant: Highly driven and self-motivated individuals who are currently working successfully as an Account Executive/Loan Officer for a Correspondent Lender.

Candidate should have at least 5+ years of experience in correspondent lending sales with knowledge of conventional, FNMA, FHLMC, high balance, FHA, VA, and USDA programs. Dedication to building and maintaining significant relationships with your accounts while providing exceptional customer service. In addition, preferred candidates for Account Executive should have existing, strong relationships with Community Lenders – who would follow them.


  • Identify growth opportunities with Credit Unions and Community Banks and Farm Credit for Third Party Origination and meet minimum production standards
  • Maintain a diverse base of business from multiple client accounts
  • Build and maintain long-term relationships and partnerships with your accounts
  • Source, develop and build new accounts in your territory
  • Strong working knowledge of Fannie Mae, Freddie Mac and Ginnie Mae guidelines and regulations
  • Communicate clearly and professionally to customers and internal support staff
  • Ensure exceptional customer service by maintaining thorough knowledge of lending programs, origination software platforms, policies, procedures, and regulatory requirements
  • Monitor the activities and performance of assigned accounts daily and weekly and prepare pipeline reporting to Sales Management
  • Instruct and educate the client and the client’s personnel on available products, credit options and guidelines
  • Maintain up to date records via lending platform and through CRM on current and prospective client activities
  • Work with Sales Management to set and meet goals in your territory
  • Develop team members assigned to you, and establish regular formal pipeline, performance, and development meetings to successfully meet goals
  • Communicate issues and challenges to Sales Management
  • Stay current on systems, markets, and firm-led initiatives

Job Benefits

  • Leadership by the industry’s most experienced veterans
  • Dedicated back office support for the TPO channel
  • Full marketing support with a materials library, welcome-kit and user-friendly website with tools at your fingertips
  • Competitive commission structure
  • Medical, dental and vision and prescription drug programs
  • 401(k)
  • A fun work environment with emphasis on company culture
  • Opportunity for career growth

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