Wholesale Account Executive

EPM; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

EPM is growing and seeking an experienced Account Executive to join our wholesale mortgage team. You will build and expand relationships with brokers and TPO accounts nationwide, helping them grow loan production and win new business.

You will train clients on EPM systems, products, guidelines, and updates, serve as the liaison between accounts and operations, and actively manage your pipeline to meet and exceed sales goals.

Qualifications

• 3+ years of mortgage industry experience.
• Minimum 2 years as Wholesale Account Executive.
• Proven track record of growing business relationships.
• Working knowledge of wholesale lending, loan programs, and regulations.
• Familiarity with LOS, CRM, and MS Office.

Responsibilities

• Build and maintain strong, long-term relationships with brokers and TPO accounts nationwide.
• Identify and onboard qualified new broker/TPO accounts.
• Conduct sales meetings to assess fit and uncover opportunity.
• Train clients on EPM systems, products, guidelines, and updates.
• Serve as the liaison between accounts and EPM operations teams.
• Leverage CRM tools for outreach, marketing, and client management.
• Actively manage your pipeline to meet and exceed sales goals.

Skills

Mortgage industry experience

Wholesale Account Executive

Strong communication

Self-motivated

Tools

LOS

CRM

Microsoft Office

Job description

Founded in 2008, EPM is one of the leading wholesale mortgage lenders in the U.S. Headquartered in Atlanta, GA, and licensed in all 50 states, we offer a full range of loan products — including conventional, FHA, VA, non-QM, renovation, and USDA.

Our vision is to live in a world where everyone has the opportunity for The American Gift. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions.

Empowering You. We’re committed to giving our team members the operational support, technology, and tools they need to work efficiently and build strong client relationships. Combined with a collaborative culture rooted in radical candor and innovation, we empower our people to do their best work every day while helping to shape our future.

The Role

EPM is growing and looking for experienced Account Executives to join our team. In this role, you'll build relationships with brokers and TPO accounts, help them grow their business, and drive loan production by expanding existing accounts and onboarding new ones. This position offers competitive compensation and the opportunity to grow your career.

What You'll Do

• Build and maintain strong, long-term relationships with brokers and TPO accounts nationwide
• Identify and onboard qualified new broker/TPO accounts
• Conduct sales meetings to assess fit and uncover opportunity
• Train clients on EPM systems, products, guidelines, and updates
• Serve as the liaison between accounts and EPM operations teams
• Leverage CRM tools for outreach, marketing, and client management
• Actively manage your pipeline to meet and exceed sales goals

What You Bring

• 3+ years of mortgage industry experience (loan officer, mortgage banker, or wholesale AE)
• Minimum 2 years as a Wholesale Account Executive
• Proven track record of building and growing business relationships
• Working knowledge of wholesale lending, loan programs, and regulations
• Proficiency with LOS, CRM, and Microsoft Office
• Strong communication, time management, and problem-solving skills
• Self-motivated, dependable, and results-driven

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.