Junior Account Executive

EPM; Plano (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading mortgage lender is seeking Jr. Account Executives in Plano, Texas. The role involves supporting business development and managing relationships with clients. Ideal candidates are motivated, have excellent communication skills, and are eager to learn. This is a great opportunity to start or grow your career in mortgage sales, applying knowledge of financial services while supporting existing accounts.

Qualifications

• 1+ years of experience in sales, customer service, or financial services.
• Excellent verbal and written communication skills.
• Ability to organize and prioritize tasks effectively.

Responsibilities

• Assist in identifying and onboarding qualified third-party originator/broker accounts.
• Support training efforts by providing accounts with product information.
• Respond to account inquiries and elevate issues as needed.

Skills

Interpersonal skills

Communication skills

Motivated and eager to learn

Organizational skills

Problem-solving mindset

Job description

5 days ago among the first 25 applicants

EPM is growing, and we are seeking Jr. Account Executives to join our team. In this role, you’ll support business development efforts by helping to build and manage relationships with third-party originators, assisting in onboarding new clients, and supporting existing accounts. The ideal candidate is motivated, eager to learn, and has strong communication skills with a customer-first mindset. If you’re looking to start or grow your career in mortgage sales, apply today!

Key Responsibilities

• Assist in identifying and onboarding qualified third-party originator/broker accounts.
• Participate in sales calls with prospective and current accounts to learn client needs and opportunities.
• Support training efforts by providing accounts with information on systems, policies, procedures, and products.
• Respond to account inquiries and elevate issues to senior team members as needed.
• Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication.
• Collaborate with Regional Sales Managers and internal teams to maintain strong account relationships.
• Help track account activity, monitor pipeline progress, and assist with reporting to management.
• Support team efforts to meet goals through effective time management and prioritization.
• Additional responsibilities related to business needs.

Qualifications & Skills

• 1+ years of professional work experience, ideally in sales, customer service, or financial services.
• Excellent interpersonal and communication skills (verbal and written).
• Motivated and eager to learn with a proactive approach.
• Ability to organize and prioritize tasks effectively.
• Problem‑solving mindset with willingness to seek guidance when needed.
• Basic knowledge of wholesale lending processes and loan programs preferred (training provided).
• Familiarity with local markets or financial services a plus.

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 clear to 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

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