Account Executive

EPM; Plano (TX); On-site; USD 160,000 - 220,000; Full time

Job summary

A leading mortgage lender is seeking an Account Executive in Plano, TX. The role involves developing lending relationships and expanding accounts to increase closed loan volume. Ideal candidates are self-starters with strong sales skills and a commitment to customer service. Responsibilities include conducting sales calls, training accounts, and managing a pipeline effectively. Competitive salary offered.

Qualifications

• Recent experience as a Wholesale Account Executive required.
• Minimum 5 years of industry experience required.
• Completion of Anti-Money Laundering, Fair Lending, and Equity Origination training required.

Responsibilities

• Identify and onboard qualified third-party originator/broker accounts.
• Conduct sales calls with prospective and current accounts.
• Provide training to accounts on systems, policies, and products.
• Offer support and service to accounts and their staff.
• Actively manage accounts pipeline and provide loan projections.

Skills

Sales skills

Customer service

Time management

Problem-solving abilities

Interpersonal skills

Education

High school diploma

College degree (preferred)

Job description

3 weeks ago Be among the first 25 applicants

EPM is growing, and we are seeking Account Executives to join our team. You’ll be responsible for developing lending relationships with third-party originators and expanding existing accounts to increase closed loan volume. The ideal candidate is a self-starter with strong sales skills and a commitment to exceptional customer service. If this sounds like you, apply today!

Key Responsibilities

• Identify and onboard qualified third-party originator/broker accounts.
• Conduct sales calls with prospective and current accounts to assess strategic fit and opportunities.
• Provide training to accounts on systems, policies, procedures, products, and updates.
• Offer support and service to accounts and their staff.
• Act as a liaison between accounts and the Equity operations teams.
• Collaborate with management and internal teams to maintain professional partnerships with accounts.
• Actively manage accounts pipeline and provide loan projections to management.
• Prioritize and allocate time and resources effectively to meet goals.
• Additional responsibilities related to business needs.
  
  
  
  
  

Qualifications & Skills

• High school diploma required; college degree preferred.
• Recent experience as a Wholesale Account Executive required.
• Minimum of 5 years of industry experience required.
• Completion of Anti-Money Laundering, Fair Lending, and Equity Origination training required.
• Excellent interpersonal and communication skills (verbal and written).
• Self-starter: highly motivated, dependable, and self-reliant.
• Strong time management skills with the ability to organize and prioritize tasks effectively.
• Strong problem-solving abilities and resilience in overcoming sales obstacles.
• Working knowledge of the wholesale lending process, loan programs, guidelines, and regulations.
• Familiarity with local and regional markets and lender competition.
  
  
  
  
  

About EPM
Founded at the height of the mortgage crisis in 2008, EPM has rapidly evolved into one of the leading mortgage lenders in the U.S. Our vision is clearto live in a world that everyone has the opportunity for the American Gift. We strive to offer top-tier financial services, exceptional communication, and unwavering assistance to our clients. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions, by closing one loan perfectly at a time.

Headquartered in Atlanta, GA, EPM is licensed in 50 states and provides an array of lending resources such as Conventional, FHA, VA, 203K, Reverse, and USDA loans. Additionally, we are proud to be a trusted Seller/Servicer for Fannie Mae, Freddie Mac, and Ginnie Mae, ensuring that our clients have access to reliable and competitive financing options.

EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.

Candidate Acknowledgment Statement

By clicking "Apply for this Job," I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Transportation, Logistics, Supply Chain and Storage

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