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Wholesale Mortgage Account Executive

Job in Irvine, Orange County, California, 92713, USA
Listing for: American Heritage Lending
Full Time position
Listed on 2026-07-01
Job specializations:
  • Sales
    Sales Representative, Business Development, Account Manager
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
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.
Requirements
  • 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.
Benefits
  • 401K with company match.
  • Comprehensive benefits package including Medical/Dental/Vision/Basic Life.
  • Aggressive salary benefits.
  • Strong management and training support.

Please click on the following link to submit your resume: www-a

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