Wholesale Account Executive: EPM

Mortgage Brokers; Atlanta (GA); Hybride; USD 75 000 - 120 000; Plein temps

Résumé du poste

EPM, a U.S. wholesale mortgage lender headquartered in Atlanta, seeks a Wholesale Account Executive for a full-time remote role serving the East and West teams.

The role focuses on cultivating broker and TPO relationships, growing accounts, and guiding clients through the lending process. Requirements include at least three years in the mortgage industry and two years in wholesale account leadership; a high school diploma is required, and a college degree is preferred.

Qualifications

• Three+ years in the mortgage industry.
• At least two years as Wholesale Account Executive.
• Experience building broker/TPO relationships.
• Knowledge of lending guidelines and loan programs.

Responsabilités

• Develop and manage broker and TPO relationships.
• Train clients on systems, products, and guidelines.
• Coordinate with operations and manage sales pipeline.
• Conduct outreach and meetings with partners.

Connaissances

Relationship building

Account management

Sales presentations

Pipeline management

Client training

Formation

High school diploma

College degree preferred

Outils

CRM platforms

Loan origination systems

Microsoft Office

Description du poste

The Wholesale Account Executive role at EPM is a full-time remote position serving the company's East and West teams. EPM is a U.S. wholesale mortgage lender founded in 2008 and headquartered in Atlanta, Georgia. The role builds relationships with mortgage brokers and third-party originators, develops new accounts, and supports those accounts through EPM's lending process. The position requires at least three years of mortgage-industry experience, including two years as a Wholesale Account Executive. A high school diploma is required, while a college degree is preferred. Compensation is described as competitive, with no numeric salary listed.

The account executive trains clients on EPM systems, loan products, lending guidelines, and updates. The role also coordinates with EPM operations, manages a sales pipeline, and uses CRM tools for outreach, marketing, and client management. EPM offers conventional, FHA, VA, non-QM, renovation, and USDA loan products and is licensed in all 50 states. Mortgage professionals can review this role with other open mortgage roles , while the wider mortgage professionals directory covers brokers, agents, and lenders.

• Role: Wholesale Account Executive
• Employer: EPM
• Employment type: Full-Time
• Work arrangement: Remote
• Team coverage: East and West
• Compensation: Competitive compensation, amount not specified
• Experience: 3+ years in the mortgage industry and 2+ years as a Wholesale Account Executive

The application requires a work history that demonstrates mortgage-industry experience, wholesale account leadership, and business development. Candidates should have examples of building broker or TPO relationships, growing accounts, and managing a lending pipeline.

The hiring process also depends on the candidate's understanding of wholesale lending, loan programs, lending regulations, CRM systems, loan-origination systems, and Microsoft Office. The application decision includes the candidate's experience with relationship management and the remote coordination required by the role.

Broker And TPO Relationships

The account executive builds and maintains relationships with mortgage brokers and third-party originators. New-account development includes identifying prospective partners, conducting sales meetings, and helping accounts understand the products and guidelines available through EPM.

Account communication continues after onboarding. The role trains clients on EPM systems and product updates, responds to account needs, and acts as a working connection between the account and EPM's operations team. These duties require clear explanations of lending requirements and consistent follow-up with business partners.

Wholesale Lending Systems

EPM's product set includes conventional, FHA, VA, non-QM, renovation, and USDA loans. A wholesale account executive needs working knowledge of the programs, documentation standards, and regulatory requirements that shape broker-submitted loan files.

The role uses loan-origination systems, CRM tools, and Microsoft Office during account management and sales work. The Mortgage Bankers Association career center identifies loan-originator and mortgage-lending positions alongside job-search and career resources, providing industry context for the professional setting surrounding this role.

• Loan programs: Conventional, FHA, VA, non-QM, renovation, and USDA
• Systems: Loan-origination systems, CRM platforms, and Microsoft Office
• Account work: Sales meetings, onboarding, training, updates, and pipeline management

Experience With Mortgage Products

The required experience begins with three years in the mortgage industry and includes at least two years as a Wholesale Account Executive. The role calls for direct familiarity with wholesale lending, loan programs, and applicable regulations.

Relationship growth is a core part of the work. A candidate's background should show business development, account expansion, and communication with brokers or other third-party originators. Proven results in growing business relationships support the account-facing side of the position.

Remote Team Operations

The position works remotely with EPM's East and West teams. Remote account management combines scheduled sales meetings with ongoing communication, CRM updates, pipeline review, and coordination with operations.

Strong communication, time management, and problem-solving skills are required. The role also calls for self-motivation and dependability because account needs, lender questions, client training, and internal coordination continue across separate work locations.

Application Materials

A strong application identifies the candidate's total mortgage experience and separates wholesale account work from other lending roles. It also names the broker, TPO, lender, CRM, and loan-program experience that relates directly to EPM's account responsibilities.

The role's application record does not state a closing date or a numeric pay range. The published employment type is full-time, and the work arrangement is remote. EPM's licensing across all 50 states gives the account function a national operating scope, while the East and West team structure defines the role's internal coverage.

EPM's wholesale account executive works with mortgage businesses rather than individual consumer borrowers. The position therefore centers on account development, product education, pipeline discipline, and communication with lending operations.