Skip to main content
David Careers

Wholesale Account Executive | Mortgage | Growth Opportunity

Posted 8 days ago

mortgage career exchangeSpringfield (MA)
Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific ProductsReal Estate Credit

SENIORITY

Senior

Apply (opens in a new tab)

About the role

A fast-growing wholesale mortgage company is making a significant investment in its sales organization as it builds toward aggressive growth in 2027.This is not a traditional “go build a book from scratch” AE opportunity. The company has already built relationships with hundreds of enterprise accounts representing tens of thousands of Loan Officers and generates hundreds of mortgage scenarios each week. The opportunity is to activate more of that network, convert existing demand into funded production and build recurring relationships with Loan Officers and brokers. Why This Opportunity Is Different You will have access to an established network rather than starting with a blank territory. The company also offers differentiated Buy Before You Sell and specialty mortgage solutions that give Loan Officers new ways to solve purchase transactions and create opportunities for their clients. This creates a different sales conversation. The value is not simply rate or price. Successful AEs learn the products, understand where they fit and give Loan Officers confidence to use them.
What You'll Do:
  • Develop production across an existing network of Loan Officers, brokers and lending partners
  • Prospect within inactive and underpenetrated accounts rather than waiting for scenarios to arrive
  • Identify and develop new broker and LO relationships outside the existing network
  • Convert mortgage scenarios into funded transactions
  • Help partners identify the appropriate solution for their clients
  • Educate Loan Officers on differentiated mortgage solutions
  • Turn first-time users into recurring relationships
  • Conduct product presentations, training and relationship-development meetings
  • Maintain consistent follow-up and account activity across a large relationship base
  • Collaborate internally to help transactions move successfully
What Success Looks Like: During the initial ramp period, successful AEs will develop strong product fluency, establish meaningful relationships within their assigned accounts and begin converting opportunities into funded production. Once established, the expectation is to expand account adoption, create repeat usage and generate new opportunities through proactive relationship development. The strongest performers create their own opportunity in addition to converting existing scenario activity.
Who Will Be Successful:
  • This role is best suited for a mortgage salesperson who combines energy, relationship development, product knowledge and a hunter mentality.
  • The strongest candidates are proactive. They enjoy developing relationships, creating opportunities and staying in front of Loan Officers rather than waiting for business to arrive.
  • They are also strong educators. They can learn a differentiated product, understand why it matters and explain it in a way that gives Loan Officers confidence to use it with their clients.
  • You may be a strong fit if you are:
  • A current or recently active Wholesale/TPO Account Executive
  • Experienced developing broker and Loan Officer relationships
  • Proactive, high-energy and comfortable prospecting for new business
  • Strong in mortgage fundamentals and comfortable discussing complex transactions
  • Able to quickly learn and communicate the value of differentiated products
  • Strong at educating Loan Officers and building confidence around unfamiliar solutions
  • Experienced with purchase lending and the broader real estate transaction
  • Able to turn an initial transaction into recurring account activity
  • Collaborative, adaptable and accountable
  • Motivated by performance-based, uncapped compensation
  • Experience with Non-QM, DSCR, bridge lending, Bank Statement, Alt-Doc, second liens, HELOC/CES or other specialty mortgage products is particularly relevant because these environments require creativity, product knowledge and consultative selling.
  • While current or recent Wholesale/TPO experience is preferred, strong producing Loan Officers or mortgage sales leaders may also be considered when they bring meaningful industry relationships, mortgage depth and a demonstrated ability to develop business.
  • This is an opportunity for someone who wants both runway and resources: an established network, meaningful scenario activity, differentiated products and the ability to build a significant book of recurring production.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this