Account Executive - Mortgage Loan Products

Inside Account Executive - Mortgage Loan Products

$60000 - $200000 per year | Dallas, TX | On-site | Permanent

This growing financial services organization specializes in providing alternative lending solutions that help borrowers secure financing outside of traditional banking channels. The company partners with industry professionals nationwide to deliver a broad portfolio of residential lending products tailored to diverse borrower needs. Known for its entrepreneurial culture and relationship-driven approach, the organization emphasizes responsiveness, innovation, and customer service. As it continues to expand its market presence, the company remains focused on creating flexible financing options and supporting the success of its business partners.

• Medical, dental, and vision insurance
• Health Savings Account (HSA) and Flexible Spending Account (FSA)
• Employee Assistance Program (EAP) counseling services
• Company-paid life insurance
• Optional life insurance for employees, spouses, and children
• AD&D insurance
• Short-term and long-term disability coverage
• Critical illness and accident insurance
• Pet insurance
• Legal assistance benefits
• Commuter program
• Wellness programs and wellness challenges
• Paid time off and paid sick time
• Paid parental leave
• 401(k) plan, with several recent postings specifically mentioning a generous company match
• Learning and development programs
• Internal promotion opportunities
• Employee appreciation events and sales awards

The position is focused on developing relationships with mortgage brokers and bankers, onboarding new broker partners, maintaining a sales pipeline, and helping partners navigate the loan approval process. The role is primarily inside sales, with most time spent prospecting and supporting brokers by phone rather than in-person visits.

• 4+ years of mortgage sales experience required.
• Experience closing business and negotiating contracts.
• Salesforce proficiency.
• Strong phone skills, including cold calling.
• Bachelor's degree preferred but not required.

• Prospect and onboard new mortgage brokers and bankers.
• Build and maintain relationships with existing accounts.
• Meet sales and outbound call goals.
• Maintain an active sales pipeline.
• Assist brokers with loan approvals and conditions.
• Conduct product presentations and scenario reviews.
• Serve as a subject matter expert on mortgage products.
• Maintain accurate records in Salesforce and other company systems.