Inside Account Executive - Mortgage Loan Products

Jobot; Dallas (TX); On-site; USD 60,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

HSA and FSA

EAP counseling services

Company-paid life insurance

401(k) with employer match

Learning and development programs

Paid time off

Job summary

Jobot is seeking an experienced mortgage sales professional in Dallas to focus on onboarding new broker partners, nurturing broker relationships, and driving a robust sales pipeline. The role emphasizes inside sales, with heavy phone-based outreach and broker support throughout the loan process.

Candidates should have 4+ years in mortgage sales, strong negotiation skills, and Salesforce proficiency. Bachelor's degree is preferred but not mandatory.

Qualifications

• 4+ years of mortgage sales experience required.
• Experience closing business and negotiating contracts.
• Salesforce proficiency.
• Strong phone skills, including cold calling.
• Bachelor's degree preferred but not required.

Responsibilities

• Prospect and onboard new mortgage brokers and bankers.
• Build and maintain relationships with existing accounts.
• Meet sales and outbound call goals.
• Maintain an active sales pipeline.
• Assist brokers with loan approvals and conditions.
• Conduct product presentations and scenario reviews.
• Serve as a subject matter expert on mortgage products.
• Maintain accurate records in Salesforce and other company systems.

Skills

Mortgage sales

Prospecting

Cold calling

Negotiation

Communication

Education

Bachelor's degree preferred

Tools

Salesforce

Job description

Job details:

This Jobot Job is hosted by: Forrest Mack

Salary: $60,000 - $200,000 per year

A bit about us:

This growing financial services organization specializes in providing alternative lending solutions that help borrowers secure financing outside of traditional banking channels. The company partners with industry professionals nationwide to deliver a broad portfolio of residential lending products tailored to diverse borrower needs. Known for its entrepreneurial culture and relationship-driven approach, the organization emphasizes responsiveness, innovation, and customer service. As it continues to expand its market presence, the company remains focused on creating flexible financing options and supporting the success of its business partners.

Why join us?

• Medical, dental, and vision insurance


• Health Savings Account (HSA) and Flexible Spending Account (FSA)


• Employee Assistance Program (EAP) counseling services


• Company-paid life insurance


• Optional life insurance for employees, spouses, and children


• AD&D insurance


• Short-term and long-term disability coverage


• Critical illness and accident insurance


• Pet insurance


• Legal assistance benefits


• Commuter program


• Wellness programs and wellness challenges


• Paid time off and paid sick time


• Paid parental leave


• 401(k) plan, with several recent postings specifically mentioning a generous company match


• Learning and development programs


• Internal promotion opportunities


• Employee appreciation events and sales awards

Job Details

The position is focused on developing relationships with mortgage brokers and bankers, onboarding new broker partners, maintaining a sales pipeline, and helping partners navigate the loan approval process. The role is primarily inside sales, with most time spent prospecting and supporting brokers by phone rather than in-person visits.

Requirements

• 4+ years of mortgage sales experience required.


• Experience closing business and negotiating contracts.


• Salesforce proficiency.


• Strong phone skills, including cold calling.


• Bachelor's degree preferred but not required.

Core Responsibilities

• Prospect and onboard new mortgage brokers and bankers.


• Build and maintain relationships with existing accounts.


• Meet sales and outbound call goals.


• Maintain an active sales pipeline.
  
• Assist brokers with loan approvals and conditions.


• Conduct product presentations and scenario reviews.


• Serve as a subject matter expert on mortgage products.


• Maintain accurate records in Salesforce and other company systems.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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