Account Executive

Maxwell Financial Labs, Inc.; Denver (CO); Remote; USD 75,000 - 80,000; Full time

Job summary

An innovative firm is seeking an Account Executive to drive new Wholesale relationships and enhance existing client partnerships. This role is pivotal in delivering exceptional client experiences while promoting Maxwell's advanced mortgage solutions. With a focus on performance and growth, you will thrive in a dynamic environment, leveraging your extensive industry knowledge to exceed expectations. Join a company that values diversity and empowers its employees with meaningful equity, flexible work options, and a supportive culture. If you're ready to make an impact in the mortgage industry, this opportunity is for you!

Benefits

Remote Work Options

Equity Participation

Top-tier Insurance Plans

401K Matching

Flexible Time Off

Volunteer Days

Ski Day

Holidays Off

Qualifications

• 8-10 years of experience as a Wholesale Account Executive.
• Strong knowledge of mortgage products and pricing strategies.

Responsibilities

• Develop new Wholesale relationships and strategize with existing clients.
• Maintain a pipeline of 30-40 prospects consistently.

Skills

Partnership Development

Client Relationship Management

Mortgage Product Knowledge

Sales Strategy

Communication Skills

Education

College Degree

Job description

Maxwell, founded in 2015 by homebuyers frustrated with the mortgage process, has created a platform that streamlines and speeds up loan closings by over 45%. Our mission is to democratize mortgages by making them more accessible and efficient, reducing stress for borrowers and helping lenders stay compliant.

We are committed to a supportive, diverse, and inclusive culture, living our values of Rigor, Ownership, Curiosity, Kindness, and "Straight Up" to promote equality and financial empowerment. Intrigued? Say hello!

JOB SUMMARY:

The Account Executive is responsible for developing new Wholesale relationships within a defined territory while also strategizing with existing clients to grow market share for Maxwell’s capital markets and technology product solutions. In this role, you will bring energy and engagement as a trusted advisor to your clients and will leverage partnerships across the organization to deliver an exceptional client experience and overdeliver on production and profitability.

WHO YOU ARE:

• An executive level presence, who can also flex and interact across the client org
• An ownership mindset, constantly challenging the status quo and executing on Maxwell as a total solution for our clients
• Strong developer of new partnerships and how to present Maxwell as a differentiator
• Energized by outperforming metrics and expectations set for them, never satisfied with “Average”
• Proven ability to creatively source and develop new business while also pursuing ways to nurture and grow current book of business
• Thrive in a dynamic, fast-paced start-up environment and adapt successfully in the face of ambiguity
• Strong internal partnership-building abilities, able to interact across the organization professionally
• Stellar organizational skills, attention to detail and can-do attitude
• Empathetic to the customer experience and able to flex to various audiences
• Strong written/verbal communication and influencing skills
• Strong knowledge of mortgage products, pricing strategies, and competitor positioning
• Provide exemplary service in all client interactions and communications; always uphold Maxwell Capital service standards and exercise good judgment.
• Strong knowledge of GSE/FHA/VA/USDA guides with NonQM and Jumbo a plus

WHAT YOU'LL BE DOING:

• Leverage referral partners to source prospects. Consistently maintain a pipeline of at least 30-40 prospects at all times
• Maintain contact with Sales and Client Success regularly to solicit new business and be available as a consultant and professional resource
• Partner with internal partners to monitor assigned accounts with a continual focus on innovating the customer experience and business processes
• Hold clients accountable to minimum performance standards with the ability to represent the firm professionally despite the news being delivered.
• Coordinate with assigned Account Manager to develop account strategy and deliver growth
• Act as liaison to problem-solve between Clients, Capital Markets, and Operations
• Partner across the organization to cross-sell other Maxwell products

IDEALLY, YOU'LL HAVE:

• Minimum 8-10 years of related experience as a Wholesale Account Executive
• College degree is strongly preferred
• At least 10 years of prior mortgage industry experience
• Ability to work in a remote environment

Not sure you meet all of our ideals? We’re a company focused on capabilities and would still love to hear from you, so please apply!

COMPENSATION:

$75,000 - $80,000/yr. plus commission (OTE $200K Annual) and will be determined based on experience and the industry standard within the Denver, CO market.

WHAT WE OFFER:

• Remote work options
• Meaningful equity as an employee at Maxwell
• Top-tier insurance plans
• 401K Matching
• Flexible time off plus 11 major holidays off annually
• 2 floating holidays to celebrate anytime that is important to you
• 2 days off to volunteer each year at the charity of your choice
• An “Even Merrier Christmas” when we slow down between Christmas and New Year so you can enjoy your family and friends
• A powder ski day for that one day when you’ve just got to hit the slopes with no lift lines

OUR APPLICATION PROCESS

At Maxwell, we value our differences, and we encourage all—especially those whoseidentities are traditionally underrepresented in tech organizations—to apply. Maxwell isan equal-opportunity employer. We do not discriminate on the basis of race, religion,color, gender expression or identity, sexual orientation, national origin, citizenship, age,marital status, veteran status, disability status, or any other characteristic protected by
law.