Junior Account Executive @ EPM

TopCloserR; Atlanta (GA); On-site; USD 40,000 - 60,000; Full time

Job summary

EPM, located in Atlanta, is seeking an entry-level Wholesale Mortgage Sales role. You will join a training program focused on mortgage fundamentals while identifying broker and third-party-originator accounts and supporting senior Account Executives.

You will participate in sales calls to learn how to assess client needs, gain hands-on experience with loan origination systems, CRM, and AI tools, and serve as a liaison between accounts and operations.

Qualifications

• 1+ years of professional work experience preferred, ideally in sales, customer service, or financial services.
• Excellent interpersonal and communication skills (verbal and written).
• Strong PC and Microsoft Office skills.
• Basic knowledge of financial or mortgage terminology a plus.

Responsibilities

• Identify and onboard qualified third-party originator and broker accounts.
• Participate in sales calls with prospective and current accounts to learn about assessing client needs and opportunities.
• Gain proficiency in loan origination systems, CRM, and innovative AI tools to maximize performance.
• Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication.
• Collaborate with Sr. Account Executives and Sales Management to maintain strong client relationships.

Skills

Interpersonal communication

Written communication

Sales aptitude

Tools

Microsoft Office

Job description

Entry-level wholesale mortgage sales role at EPM's Atlanta office. Junior Account Executives enter a training program on mortgage and sales fundamentals while helping identify and onboard broker and third-party-originator accounts and supporting senior Account Executives.

What you'll do

• Assist in identifying and onboarding qualified third-party originator and broker accounts.
• Participate in sales calls with prospective and current accounts to learn about assessing client needs and opportunities.
• Gain proficiency in loan origination systems, CRM, and innovative AI tools to maximize performance.
• Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication.
• Collaborate with Sr. Account Executives and Sales Management to maintain strong client relationships.

What they're looking for

• 1+ years of professional work experience preferred, ideally in sales, customer service, or financial services.
• Excellent interpersonal and communication skills (verbal and written).
• Strong PC and Microsoft Office skills.
• Basic knowledge of financial or mortgage terminology a plus.