Wholesale Mortgage Sales Executive (Account Executive Track)

Averra Financial, Inc.; Plano (TX); On-site; USD 80,000 - 125,000; Full time

Job summary

Averra Financial, Inc. is hiring Wholesale Mortgage Sales Executives for our Plano office. This fast-moving, phone-forward role focuses on opening and growing partner relationships with broker and loan-officer accounts.

You start in business development and can move to Account Executive in 6 to 9 months based on performance. A consumer-direct mortgage background helps, with strong dialing, follow-up, and problem-solving skills.

Qualifications

• Must be an experienced mortgage professional with strong phone skills.
• Organized, responsive, and coachable with a focus on follow-through.
• Ability to build broker/loan-officer relationships and open new partnerships.

Responsibilities

• Call assigned broker and loan-officer accounts, including new, inactive, and reactivated partners.
• Build partner trust through speed, communication, product knowledge, and follow-through.
• Help partners with loan scenarios, product fit, guidelines, and next steps.
• Generate submissions and move loans toward lock and funding with internal teams.
• Use phone, CRM, email, text, and Averra Financial tools to drive productive conversations.
• Learn the Averra Financial model through hands-on training and coaching.

Skills

Phone sales

Relationship building

Mortgage knowledge

CRM usage

Lead management

Communication

Tools

CRM software

Job description

YOUR PATH TO WHOLESALE ACCOUNT EXECUTIVE IN 6 TO 9 MONTHS. NO EXISTING BOOK OF BUSINESS REQUIRED.

Compensation: base + commission; $80,000-$125,000+ total compensation opportunity

You know mortgage. You know how to work a lead, manage a pipeline, navigate loan scenarios, follow up, and keep deals moving. If you are a consumer direct loan officer wondering what's next, this could be your chance to leverage the skills you already have and build toward a rewarding career as a wholesale Account Executive.

Averra Financial is hiring Wholesale Mortgage Sales Executives for our Plano office. This is a partner-facing wholesale sales role for experienced mortgage professionals ready to build broker and loan-officer relationships. You start in business development, and your mortgage experience is what moves you to Account Executive faster.

Averra Financial provides the broker and loan-officer accounts to call. You open the conversations, build trust, help solve scenarios, and turn opportunity into production.

WHAT YOU DO

• Call assigned broker and loan-officer accounts, including new, inactive, and reactivated partners.
• Build partner trust through speed, communication, product knowledge, and follow-through.
• Help partners with loan scenarios, product fit, guidelines, and next steps.
• Generate submissions and work with your Account Executive, underwriting, operations, and support teams to move loans toward lock and funding.
• Use the phone, CRM, email, text, and Averra Financial tools to create productive conversations.
• Learn the Averra Financial model through hands-on training, call review, and manager coaching.

This is a fast-moving, phone-forward role where quality conversations, partner trust, and production matter.

THE PATH TO ACCOUNT EXECUTIVE

• Everyone starts as a Wholesale Mortgage Sales Executive, a business development seat focused on opening and growing partner relationships.
• Promotion to Account Executive is based on performance.
• Experienced mortgage professionals can move to Account Executive in 6 to 9 months.

WHO THRIVES HERE

You are an experienced mortgage professional who is strong on the phone, organized, responsive, coachable, and serious about follow-through. You want to build relationships that create repeat business.

We are looking for experience in consumer-direct mortgage, retail lending, mortgage inside sales, or mortgage operations. Background in Non-QM, HELOCs, DSCR, bank-statement loans, or investor scenarios is a plus.

Bring your mortgage instincts. Build the relationships. Earn the AE seat.