Remote Wholesale Mortgage Account Executive

Evergreen Home Loans

Bellevue (WA)

Hybrid

USD 35,000 - 60,000

Full time

5 days ago
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Benefits offered by this job

401(k) with company match
Medical, dental, vision coverage
PTO and paid holidays
Life/AD&D insurance
Mortgage loan benefit

Job summary

Evergreen Home Loans is seeking a Wholesale Account Executive to lead broker partnerships in a defined territory, driving growth in BrokerBrand TPO production and profitability. You will manage the end-to-end partner lifecycle, from recruiting new brokers to sustaining high-volume, compliant production.

The role emphasizes pricing strategy, relationship management, and cross-functional collaboration with internal teams to onboard partners and convert opportunities into funded volume.

Qualifications

  • Minimum three years of mortgage sales experience, including at least two years as a wholesale or third-party originations Account Executive.
  • Existing broker relationships within the assigned territory strongly preferred.
  • Sales-level knowledge of conventional agency, FHA, VA, jumbo, Non-QM, and home equity products and their key guideline parameters.
  • Understanding of wholesale pricing, rate sheets, margin, lock policy, and broker compensation (lender-paid and borrower-paid).
  • Familiarity with the broker approval and licensing process, including NMLS and state licensing standards.

Responsibilities

  • Identify, prospect, and recruit mortgage broker partners within an assigned territory to develop and grow BrokerBrand TPO production.
  • Develop and execute territory and account strategies to identify prospective partners and market opportunities.
  • Build and maintain relationships with broker owners, managers, and loan officers through regular sales activity and account visits.
  • Present and promote BrokerBrand TPO’s products, pricing, technology, and service offerings based on partner needs.

Skills

Mortgage sales
Broker relationships
Territory management
NMLS knowledge
Loan lifecycle understanding
Communication

Education

High school diploma or equivalent
Bachelor’s degree preferred

Tools

LOS systems
CRM
Microsoft Office

Job description

Evergreen Home Loans is seeking a Wholesale Account Executive to lead broker partnerships in a defined territory, driving growth in BrokerBrand TPO production and profitability. You will manage the end-to-end partner lifecycle, from recruiting new brokers to sustaining high-volume, compliant production.

The role emphasizes pricing strategy, relationship management, and cross-functional collaboration with internal teams to onboard partners and convert opportunities into funded volume.

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