Mortgage Wholesale Account Executive

Angel Oak Mortgage Solutions
Walnut Creek, CA

Job Description

Job Description

We are looking for an Outside Sales Account Executive who knows how to connect. The ideal person will have proven experience building new relationships, sustaining, and enhancing existing relationships, and ensuring a high degree of satisfaction. We would prefer candidates to have mortgage experience, being able to read 1003 and credit reports.

The Outside Sales Account Executive will be a proactive member of our sales team, and the key to Angel Oak Mortgage Solution’s acquisition of a wide variety of residential mortgage loan products and services through the Company's extensive business-to-business network of correspondents and brokers.

Principal Accountabilities:

  • Plan, develop, and execute sales strategy to meet established goals in assigned territory.
  • Secure new and maintain current relationships with licensed mortgage brokers. Solicit, build, and maintain mortgage broker and mortgage banker relationships. Responsible for establishing new business, developing current business relationships, and ensuring brokers satisfaction. Regularly secures new Client relationships, and successfully guides new Clients though the Client approval process. Actively promotes the various features and benefits of establishing/maintaining a business relationship with the Company.

Travel to customer's business locations on a regular basis to review customer's wholesale mortgage needs, resolve any issues and to promote new products. Speak, correspond, and visit accounts on a daily basis.

  • Maintain database of contacts for weekly email campaigns.
  • Market Angel Oak products and programs to the mortgage and real estate community.

Educate and guide brokers through the loan submission to closing process. Train mortgage broker and banker partners on loan submission and fulfillment process. Communicates and trains mortgage brokers on products, policies, and procedures to ensure all loan files are complete and within guidelines. Set expectations and understanding of loan process for submission, underwriting, locks, closing and funding.

  • Serve as liaison between brokers and operations team. Provide on-going service support to mortgage brokers.
  • Assist in resolving customer questions, issues, objections and educating customer about the escalation process
  • Communicate and interact with loan fulfillment centers as necessary to ensure desired production results or that proper customer service was delivered

Thorough knowledge of and the ability to apply concepts to all aspects of residential mortgage lending, origination, operations, and delivery. Possesses refined marketing skills that can be applied to the wholesale lending environment.

Required skills and qualifications

Minimum

  • Sales and business development experience of at least 2 years, with at least 1 years mortgage industry experience
  • Outstanding communication skills, with both external clients and internal departments/teams.
  • Solid negotiation skills
  • Ability to provide innovative solutions to challenging situations and adapt approach dependent on the client.
  • Excellent systems skills and working knowledge of MS office products

Preferred :

  • Wholesale business development experience is preferred but not required.
  • Existing broker relationships

NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required for this job.

Angel Oak Mortgage Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

Company Description

At Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.

Company Description

At Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.

Posted 2025-07-30

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