Wholesale Mortgage Account Executive
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-07-01
Listing for:
American Heritage Lending
Full Time
position Listed on 2026-07-01
Job specializations:
-
Sales
Sales Representative, Business Development, Account Manager
Job Description & How to Apply Below
Overview
Account Executive who has a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.
Responsibilities- Help new brokers with American Heritage (AHL) approval to conduct business with AHL.
- Educate mortgage brokers with loan products, pricing, and point of contact, and be the one who communicates with prospective/existing brokers.
- Speak and correspond with accounts on a daily to ensure their utmost satisfaction.
- Train mortgage brokers on loan submission and AHL processes.
- Sets expectations for brokers on understanding the loan process including submission, processing, underwriting, closing, and funding.
- Assists in resolving broker questions/or concerns without over promising expectations. Communicate and work with AHL Account Managers as necessary to ensure desired production results.
- Manage broker performance and communicate results with AHL Leadership.
- Continue and participate with training brokers and stay in connection with the AHL process and guidelines.
- Minimum of 1+ years experience in wholesale mortgage lending sales experience preferred.
- Ability to conduct and attend web meetings and conference calls including presentations.
- Basic knowledge of Non-QM;
Bridge, DSCR-Business Purpose, Fix/Flip. - Strong level of proficiency in Microsoft Office
- Word, Excel & PowerPoint programs. - Perficient with Encompass/LON.
- Ability to attend trade shows & seminars as needed.
- 401K with company match.
- Comprehensive benefits package including Medical/Dental/Vision/Basic Life.
- Aggressive salary benefits.
- Strong management and training support.
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