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Remote Mortgage Account Executive
Remote / Online - Candidates ideally in
Pawtucket, Providence County, Rhode Island, 02860, USA
Listed on 2026-07-07
Pawtucket, Providence County, Rhode Island, 02860, USA
Listing for:
Visio Lending
Remote/Work from Home
position Listed on 2026-07-07
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
We are seeking a Mortgage Account Executive to work in a remote setting, focusing on outbound calls and/or inbound leads, and establishing broker relationships to originate non-QM investor residential loans.
Responsibilities- Working in a remote setting focused on inbound leads to originate loans
- Originating a portfolio of mortgage loans through the identification and development of relationships with realtors, mortgage brokers, and investors
- Managing a pipeline with multiple prospects
- Analyzing potential loan markets and developing referral networks to locate prospects for loans
- Recruiting and managing referral sources
- Participating in determining how and where referral sources advertise our products
- Participating in establishing processes for the distribution of leads for referral sources
- Identifying and creating new referral lead sources
- Overseeing the processing of referral payments
- Articulating a high level of understanding of real estate investors’ needs, discussing their short- and long-term objectives, including return targets
- Educating and guiding customers on registering on the VFS website and understanding how to utilize the website
- Understanding customer needs and helping them select a loan product that would help them meet their goals
- Working with management to actively project closed loan volume and consistently meet funding goals
- Remaining a front‑line contact for customers
- Developing and applying strategy and tools to ensure exceptional customer experience by analyzing recorded phone calls made and received on the VFS phone system
- Exhibiting strong initiative and attention to detail, and possessing the ability to handle multiple tasks effectively
- Working effectively in a collaborative work environment and maintaining a positive attitude
- Engaging in a planned program of self‑development and training, ensuring continuing knowledge of products, sales process, and regulatory developments
- Working with management and team members to develop professional, respectful relationships between internal staff
- Remote Locations: AL, AR, AZ, FL, GA, IL, IN, KS, KY, LA, NC, OH, SC, TX, UT
- Salary Range:
Base Salary + Commissions (OTE First year = $100k plus, even top performers can earn over $400k)
- Someone with 2+ years of sales experience
- Someone with a High School diploma/GED equivalent
- Someone proficient in Microsoft Office Suite
- Someone with the ability to use standard office equipment, printer, scanner, copier, fax, telephone, personal computer, and other peripheral devices
- Someone who is a self‑starter, highly motivated, goal‑oriented, passionate, high‑achieving, and hardworking
- Internal applicants: 6 months of Visio Lending work experience with no disciplinary actions; current manager notification required.
- Someone with a bachelor’s degree in a related field
- Someone with strong sales abilities within Mortgage Loan Originations
- Someone with the ability to analyze financial information
Visio Financial Services, Inc. is an Equal Opportunity Employer.
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