Wholesale Account Executive
Job Details
Fully Remote
Full Time
Not Specified

Principal Responsibilities:

  • Plan, develop, and execute sales strategy to meet established goals in assigned territory.
  • Secure new and maintain current wholesale relationships. Solicit, build and maintain mortgage broker and mortgage banker relationships. Regularly secure new Client relationships, and successfully guide new Clients through the Client approval process.
  • Maintain database of contacts for weekly email campaigns.
  • Make presentations to potential partners (primarily in person at the clients place of business) explaining and educating about A&D loan programs available through our Wholesale Lending services
  • Market A&D Mortgage products and programs to the mortgage and real estate community.
  • Demonstrate thorough knowledge of and the ability to apply concepts to all aspects of residential mortgage lending, originations, operations, and delivery. Possesses sophisticated marketing skills that can be applied to the wholesale lending environment.
  • 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.
  • Evaluate whether clients qualify under the companys guidelines
  • Educate and guide brokers through the loan submission to closing process. Train mortgage broker and banker partners on loan submission and fulfillment process. 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.


  • Sales and business development of at least 3 years

  • Minimum of 3 years mortgage industry experience

  • Wholesale business development preferred but not required

  • Prior Non-Agency Wholesale/Correspondent Account Executive experience

  • Excellent computer skills and working knowledge of MS office products (Excel, Word, Outlook, PP, etc)

  • Existing broker relationships

A&D Mortgage 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.

AD Mortgage