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
Insurance • Logistics • Software • Transportation • Business Intelligence
The Account Executive will prospect and sell risk management software to insurance companies, maintain client relationships, and manage sales pipelines.
Top Skills:
Salesforce.Com Crm
Software
Responsible for managing the full sales cycle, achieving sales quotas, conducting consultative sales, and collaborating with internal teams.
Top Skills:
ExcelSalesforce
%20copy.jpg)
Fintech • Legal Tech • Payments • Sales • Software
The Account Executive will manage the full sales cycle, focusing on B2B sales of legal tech solutions to law firms, including networking and relationship building.
Top Skills:
Ai ToolsSalesforce
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
