Inside Account Executive

Community Savings; North Olmsted (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Community Savings seeks an experienced Wholesale Inside Account Executive to drive new business with mortgage brokers and lending partners. You will manage outreach, build relationships, and promote our lending products throughout the origination process.

The role demands proactive sales activity, strong market insights, and a commitment to exceptional service to expand market share and hit production goals while maintaining compliance with industry standards.

Qualifications

• 3+ years of experience in mortgage lending or a similar sales role.
• Strong sales and relationship-building skills with a consultative approach.
• Excellent communication, negotiation, and presentation abilities.
• Familiarity with wholesale lending products, rate sheets, and underwriting processes.
• Proficiency with CRM software and MS Office Suite.

Responsibilities

• Make a minimum of 65 outbound calls daily to generate sales leads and broker relationships.
• Identify, pursue, and onboard new broker and correspondent partners to increase market penetration.
• Achieve sales targets by managing a pipeline from origination to closing.
• Ensure activities comply with regulations, policies, and ethics.
• Maintain understanding of products, pricing, underwriting guidelines, and market trends.

Skills

Sales

Relationship building

Communication

Negotiation

Presentation

Market knowledge

Tools

CRM software

MS Office

Job description

The Wholesale Inside Account Executive (AE) is responsible for generating new business and maintaining relationships with mortgage brokers, correspondents, and other lending partners. This role requires proactive sales outreach, industry expertise, and a commitment to delivering exceptional customer service to expand market share and achieve production goals. The Inside AE will play a key role in promoting products, supporting clients throughout the lending process, and providing market insights to ensure competitive positioning.

Duties And Responsibilities

• Make a minimum of 65 outbound calls daily to generate sales leads and cultivate new broker relationships.
• Identify, pursue, and onboard new broker and correspondent partners to increase market penetration and drive loan production.
• Achieve monthly, quarterly, and annual sales targets by managing a robust pipeline of loans from origination through closing.
• Ensure all partner activities comply with industry regulations, company policies, and ethical standards.
• Maintain an in-depth understanding of the company’s products, pricing, and underwriting guidelines, as well as competitor offerings and market trends.

Requirements

• 3+ years of experience in mortgage lending (wholesale preferred) or a similar sales role within the finance industry.
• Strong sales and relationship-building skills with a consultative approach.
• Excellent communication, negotiation, and presentation abilities.
• Familiarity with wholesale lending products, rate sheets, and mortgage underwriting processes.
• Proficiency with CRM software and MS Office Suite; experience with industry-specific platforms is a plus.