Mortgage Correspondent Sales Executive
Job Summary:
As a Mortgage Account Executive, you will sell Secondary MKT Advisors’ pricing engine, outsourced lock desk, pipeline hedging and rate sheet services to mortgage lenders. You will also bring mortgage brokers and wholesale lenders onto our pricing platform. You will own the full sales cycle, from prospecting to close, working alongside our secondary marketing team. This role sells to lenders and brokers, not to borrowers. You must be self-driven, relationship-focused and comfortable with commission-led pay. You are expected to perform all duties in accordance with the company’s policies and procedures and with all US state and federal laws and regulations wherever the company operates.
Responsibilities:
- Prospect and close independent mortgage banks, community banks and credit unions for our pricing engine, outsourced lock desk, pipeline hedging and rate sheet services
- Sign mortgage broker shops onto our broker pricing engine and grow their weekly pricing and lock activity
- Bring wholesale lenders onto the platform to publish their daily rate sheets to brokers
- Run demos and pilots with owners, heads of secondary or capital markets, and lock desk managers
- Explain product capabilities, pricing and contract terms accurately
- Build and manage a pipeline of lender, broker and wholesale accounts in our CRM
- Meet 30, 60 and 90-day sales goals and report weekly on pipeline and closed business
- Work with the secondary marketing team to onboard new clients
- Pass market and client feedback on to the product team
- Help build the sales playbook, pitch materials and objection handling
- Represent the company at mortgage industry events and on LinkedIn
- Keep clients (internal and external) satisfied through onboarding and the first months of service
- Other duties as assigned
Qualifications:
- 5+ years of sales or account management in the US mortgage industry
- Background as a Wholesale or TPO Account Executive or a Correspondent Account Executive, or in sales at a pricing engine, LOS, hedge advisory or secondary marketing vendor, preferred
- Existing relationships with mortgage brokers, wholesale lenders or lender secondary marketing teams
- Working knowledge of secondary marketing: rate locks, best efforts vs mandatory delivery, LLPAs and margin management
- Experience with Optimal Blue, EPPS, Polly, Mortech or other product and pricing engines
- Experience with Encompass, LendingPad and other LOS preferred
- Knowledge of pipeline hedging and TBA markets a plus
- Strong verbal, written and presentation skills
- Highly organized, with excellent follow-through and time management
- Able to thrive in a fast-paced, commission-led environment
- Comfortable with CRM tools
- Proficient in MS Office Suite
- Based in the US and authorized to work in the US
Job Types: Part-time, Full-time
Pay: $50,000.00 - $200,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
- Parental leave
Language:
- English (Required)
Shift availability:
- Day Shift (Required)
Work Location: Remote
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