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Remote Mortgage Account Executive

Remote / Online - Candidates ideally in
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
Salary/Wage Range or Industry Benchmark: 100000 USD Yearly USD 100000.00 YEAR
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
Salary & Remote Locations
  • 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)
Qualifications
  • 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.
Preferred Qualifications
  • 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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