1 день назад
Wholesale Account Executive (Fintech)
120 000 - 180 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Wholesale Account Executive (Fintech): Building and growing Better Wholesale’s mortgage broker channel by activating partners, educating them on HELOC products, and converting demand into submissions and funded loans with an accent on broker relationships, account growth, and high-touch execution. Focus on creating onboarding and training playbooks, coordinating complex loan scenarios across operations and underwriting, and shaping a scalable wholesale platform.
Location: Remote
Compensation: $120,000–$180,000 per year plus uncapped production-based commission; six months of guaranteed income.
Company
is a fintech company rebuilding home finance through an AI-native platform, with a focus on faster mortgage and home-equity experiences.
What you will do
- Onboard and activate mortgage brokerages that are interested in the Wholesale HELOC.
- Build relationships with brokerage owners, loan originators, processors, and other stakeholders.
- Train broker partners on technology, product guidelines, pricing, eligibility, submissions, and best practices.
- Guide brokers through scenarios, submissions, loan funding, escalations, and the full account lifecycle.
- Own account production goals, pipeline visibility, activation, pull-through, and funded-volume forecasting.
- Create onboarding materials, training programs, playbooks, service standards, and account-management processes for future channel growth.
Requirements
- Prior mortgage industry experience is required.
- Experience building, managing, and growing professional relationships.
- Working knowledge of wholesale lending, mortgage operations, pricing, underwriting guidelines, and the loan lifecycle.
- Strong presentation, training, organization, follow-through, and problem-solving skills.
- Ability to manage multiple broker relationships and active loans while maintaining a responsive, consultative service style.
- Proficiency with CRM, loan-origination, pricing, and modern communication tools.
Culture & Benefits
- Remote work with remote and hybrid arrangements depending on the role.
- Full-time W-2 employment with comprehensive medical, dental, and vision coverage.
- HSA, FSA, dependent-care FSA, commuter benefits, and employer matching contributions.
- 401(k) retirement plan, flexible PTO, company-paid holidays, and paid parental leave.
- Additional financial wellbeing, mental health, pet insurance, and employee discount benefits.
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