Account Executive Mortgage
Job Title: Account Executive
Job Type: Full-time
Work Location: On-site during ramp and training, with remote flexibility after ramp based on performance and business need.
Location: Tampa, FL
Required Qualifications
- 1 to 2 years of mortgage industry experience (retail, correspondent, or wholesale)
- 2+ years of sales experience
- Strong communication skills and comfort with outbound activity
- Detail oriented and able to thrive in a production-driven environment
- Comfortable working with the Microsoft office suite and CRM tools
- Team player with a service-first mindset
Preferred Qualifications
- Wholesale lending experience
- Non-QM experience
- Existing broker relationships or the ability to build a book quickly
Duties
- Prospect and engage potential clients through outbound activity (calls, emails, and follow-up)
- Track contacts, pipeline activity, and outreach in the company CRM
- Build and maintain relationships with current and new mortgage brokers
- Maintain sales contact, pipeline, and other pertinent sales activity reports
- Train brokers on HomeXpress products, policies, and procedures to ensure loan files are complete and within guidelines
- Work directly with brokers and loan officers on marketing programs that drive production
- Stay current on underwriting guidelines and program changes
- Support brokers through the loan process, including pre-underwriting and pre-qualifying files as needed
- Provide ongoing service and support to broker partners
Compensation Structure
Your earnings are structured to reward performance and provide consistent financial stability. This role follows a Commission-on-Draw model.
- Standard Monthly Draw: A guaranteed monthly draw of $2,929.34 ($35,152.08 annualized) is provided against future commissions to ensure steady cash flow.
- Commission Earnings: In addition to the draw against commission, you are eligible for uncapped commission earnings based on volume of funded units.
- Supplemental Pay: Further incentives include eligibility for Quarterly Performance Bonuses, designed to reward exceptional results and long-term contribution to the team.
- On Target Earnings or OTE are $100,000 though it isn’t uncommon for successful Account Executives to earn $150,000+
Health Benefits
We are committed to the well-being of our team members and their families. After 30 days of employment, you will have access to:
- Comprehensive Insurance: Choice of premium medical plans, including Health, Dental, and Vision coverage.
- Life Insurance: Employer sponsored life insurance to ensure peace of mind and family security.
- FSA Contribution Account Available
Retirement & Financial Growth
- 401(k) Plan: Access to a 401(k)-retirement savings account to help you build long-term wealth.
- Employer Matching: The company provides a 401(k)-matching contribution, significantly accelerating your retirement savings and total compensation.
Work-Life Harmony
- Paid Time Off (PTO): We value rest and rejuvenation. You will receive a competitive PTO accrual plan for vacations, personal time, and holidays.
Education
- High school or equivalent
Experience
- Sales: 2 years (Required)
- Mortgage: 2 years (Required)
- Non-QM: 2 years (Preferred)
Additional Information
All your information will be kept confidential according to EEO guidelines.