Wholesale Account Executive

Addison Group; Scottsdale (AZ); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Uncapped commission

Build your own book of business

Opportunity to grow a team

B2B mortgage broker environment

Structured onboarding and training

Data-driven sales tools

Collaborative, family-oriented culture

Scottsdale office with expansion

Job summary

Addison Group's client, a growing financial services firm in Scottsdale, seeks a Wholesale Account Executive to develop and manage relationships with mortgage brokers and business partners. The role blends business development with product knowledge, and requires proactive outreach, pipeline management, and the ability to work in a structured, performance-driven environment.

This direct-hire opportunity offers training, uncapped commissions, and room to expand a personal book of business within

Qualifications

• 1–3 years of recent experience in residential mortgage lending (3 years preferred).
• Experience in mortgage origination, processing, underwriting, or a closely related residential lending function.
• Previous wholesale mortgage experience is helpful but not required.
• Strong understanding of residential mortgage products and lending guidelines.
• Proficient in managing a sales pipeline and CRM records.

Responsibilities

• Build and expand a portfolio of business-to-business relationships within the mortgage industry.
• Identify prospective broker partners and develop them into active accounts.
• Maintain consistent outbound sales activity through phone, email, digital marketing, and other channels.
• Manage the sales pipeline and monitor activity against established performance expectations.
• Develop strategies to increase production and expand business within assigned accounts.
• Maintain strong relationships with existing partners while identifying opportunities to increase market share.
• Prepare business plans, forecasts, and sales strategies to support growth objectives.
• Maintain accurate CRM records and use performance data to improve sales activity.
• Collaborate closely with operations and fulfillment teams to provide a smooth experience for business partners.
• Stay current on mortgage products, lending guidelines, industry developments, and market trends.
• Develop a strong understanding of the organization's residential loan products, procedures, technology, and processes.
• Conduct virtual or phone-based presentations to introduce products, technology, and services to prospective and existing partners.
• Provide responsive service, follow-up, and guidance throughout the lending process.
• Share successful sales strategies and best practices with team members when appropriate.

Skills

Residential mortgage lending

Relationship building

Sales prospecting

Phone and email outreach

CRM software

Education

High school diploma or equivalent

Job description

Location (city, state): Scottsdale, AZ

Compensation: $75000-$120,000

Industry: Financial Services / Residential Mortgage Lending

Benefits: This position is eligible for

• Medical coverage through UnitedHealthcare and Kaiser
• Dental and vision coverage through Guardian
• HSA and FSA options
• 401(k) with a 3% company match
• Paid time off based on tenure
• Benefits are generally effective the first of the month following the date of hire; employees starting on the first of the month are eligible for benefits from their first day

About Our Client

Addison Group's client is a growing financial services organization expanding its Scottsdale office and looking to add experienced mortgage professionals to its wholesale sales team. This is an excellent opportunity for someone with residential mortgage lending experience who enjoys building relationships, developing business, and working in a structured, performance-driven environment.

The organization provides a comprehensive training program, sales resources, data-driven tools, and a defined platform to help new team members develop their business and become successful in the wholesale mortgage space.

Job Description

The Wholesale Account Executive will focus on developing and managing business relationships with mortgage brokers and other business partners. This role is highly relationship-driven and combines business development, sales activity, mortgage product knowledge, and ongoing account management.

The successful candidate will actively build a pipeline of prospective business partners while strengthening existing relationships and identifying opportunities to increase production. This position involves significant phone, email, and digital communication and requires someone who is comfortable taking initiative, consistently following up, and developing new business.

The role focuses exclusively on residential lending products and does not involve commercial lending.

Key Responsibilities

• Build and expand a portfolio of business-to-business relationships within the mortgage industry.
• Identify prospective broker partners and develop them into active accounts.
• Maintain consistent outbound sales activity through phone, email, digital marketing, and other channels.
• Manage the sales pipeline and monitor activity against established performance expectations.
• Develop strategies to increase production and expand business within assigned accounts.
• Maintain strong relationships with existing partners while identifying opportunities to increase market share.
• Prepare business plans, forecasts, and sales strategies to support growth objectives.
• Maintain accurate CRM records and use performance data to improve sales activity.
• Collaborate closely with operations and fulfillment teams to provide a smooth experience for business partners.
• Stay current on mortgage products, lending guidelines, industry developments, and market trends.
• Develop a strong understanding of the organization's residential loan products, procedures, technology, and processes.
• Conduct virtual or phone-based presentations to introduce products, technology, and services to prospective and existing partners.
• Provide responsive service, follow-up, and guidance throughout the lending process.
• Share successful sales strategies and best practices with team members when appropriate.

Qualifications

• Approximately 1-3 years of recent experience within residential mortgage lending, with 3 years preferred.
• Experience in mortgage origination, processing, underwriting, or a closely related residential lending function.
• Previous wholesale mortgage experience is helpful but not required.
• Experience as a Loan Officer, Mortgage Loan Originator, Loan Officer Assistant, Loan Processor, Junior Processor, Underwriter, Underwriting Assistant, Funder, Branch Manager, Compliance Officer, or Underwriting Manager may translate well into this opportunity.
• Strong understanding of residential mortgage products and lending guidelines.
• Familiarity with conventional, FHA, VA, and other residential mortgage programs.
• Strong verbal, written, interpersonal, and relationship-building skills.
• Comfortable working in a highly phone- and email-driven sales environment.
• Strong organizational skills and attention to detail.
• Ability to learn new systems, processes, products, and technology quickly.
• Demonstrated work ethic, accountability, and consistent attendance.
• High school diploma or equivalent.

Additional Details

• Monday-Friday, 8:00 AM-5:00 PM.
• Permanent, direct-hire opportunity.
• Start dates are generally scheduled for the 1st or 16th of each month, or the following Monday when applicable.
• The role requires consistent daily business development activity, including a target of approximately 50 outbound calls per day.
• Candidates should be comfortable working outside of their comfort zone and adapting their approach based on customer and market needs.
• The client provides a structured, one-week onboarding and training program covering company systems, technology, the mortgage lifecycle, and sales processes.
• Training includes orientation and technology setup, team introductions, system education, portal training, and residential loan process education.
• The position reports to the local leadership team.
• There is significant opportunity to develop and expand a personal book of business.
• Commission earning potential is uncapped, with long-term opportunities to build a team and add sales or operational support as business volume increases.

Perks

• Uncapped commission opportunity.
• Opportunity to build and grow your own book of business.
• Potential to develop a team as your production increases.
• B2B sales environment focused on mortgage broker relationships.
• Structured onboarding and comprehensive training.
• Data-driven sales tools and established resources.
• Collaborative, family-oriented work environment.
• Typical workweeks are designed to remain within approximately 40-50 hours.
• Opportunity to join a growing Scottsdale office with substantial room for expansion.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.