The Account Executive will develop lending relationships, manage accounts, conduct sales calls, and provide training and support to clients.
EPM is growing, and we are seeking Account Executives to join our team. You’ll be responsible for developing lending relationships with third-party originators and expanding existing accounts to increase closed loan volume. The ideal candidate is a self-starter with strong sales skills and a commitment to exceptional customer service. If this sounds like you, apply today!
Key Responsibilities
- Identify and onboard qualified third-party originator/broker accounts.
- Conduct sales calls with prospective and current accounts to assess strategic fit and opportunities.
- Provide training to accounts on systems, policies, procedures, products, and updates.
- Offer support and service to accounts and their staff.
- Act as a liaison between accounts and the Equity operations teams.
- Collaborate with management and internal teams to maintain professional partnerships with accounts.
- Actively manage accounts pipeline and provide loan projections to management.
- Prioritize and allocate time and resources effectively to meet goals.
- Additional responsibilities related to business needs.
Qualifications & Skills
- High school diploma required; college degree preferred.
- Recent experience as a Wholesale Account Executive required.
- Minimum of 5 years of industry experience required.
- Completion of Anti-Money Laundering, Fair Lending, and Equity Origination training required.
- Excellent interpersonal and communication skills (verbal and written).
- Self-starter: highly motivated, dependable, and self-reliant.
- Strong time management skills with the ability to organize and prioritize tasks effectively.
- Strong problem-solving abilities and resilience in overcoming sales obstacles.
- Working knowledge of the wholesale lending process, loan programs, guidelines, and regulations.
- Familiarity with local and regional markets and lender competition.
About EPM
Founded at the height of the mortgage crisis in 2008, EPM has rapidly evolved into one of the leading mortgage lenders in the U.S. Our vision is clearto live in a world that everyone has the opportunity for the American Gift. We strive to offer top-tier financial services, exceptional communication, and unwavering assistance to our clients. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions, by closing one loan perfectly at a time.
Headquartered in Atlanta, GA, EPM is licensed in 50 states and provides an array of lending resources such as Conventional, FHA, VA, 203K, Reverse, and USDA loans. Additionally, we are proud to be a trusted Seller/Servicer for Fannie Mae, Freddie Mac, and Ginnie Mae, ensuring that our clients have access to reliable and competitive financing options.
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.
Candidate Acknowledgment Statement
By clicking "Apply for this Job," I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum.
Similar Jobs
Edtech • Information Technology • Software
The Instructor Led Training Account Executive drives sales and manages relationships for Instructor-Led Training Services, collaborating with sales teams and maintaining forecasts.
Top Skills:
HubspotSalesforce
Cloud • Information Technology • Security • Software • Cybersecurity
The Sales Account Executive drives sales in the public sector, managing contract negotiations, building strategic relationships, and maintaining a sales pipeline.
Top Skills:
CloudflareComputer Networking
Information Technology • Productivity • Professional Services • Software • Business Intelligence
As an Account Executive, you'll drive revenue growth by identifying and closing new business opportunities and expanding existing accounts, tailoring solutions to customers' needs.
Top Skills:
Salesforce
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
