Junior Account Executive (Fintech)

TL;DR

Junior Account Executive (Fintech): Supporting business development and managing relationships with third-party originators with an accent on account onboarding and client communication. Focus on bridging the gap between accounts and operations teams and tracking pipeline progress.

Location: On-site in Atlanta, GA

Company

A leading U.S. mortgage lender licensed in 50 states, dedicated to facilitating homeownership through a wide array of lending resources.

What you will do

• Identify and onboard qualified third-party originator and broker accounts.
• Participate in sales calls to identify client needs and growth opportunities.
• Support account training regarding systems, policies, procedures, and products.
• Serve as a primary liaison between accounts and internal operations teams.
• Collaborate with Regional Sales Managers to maintain and strengthen account relationships.
• Monitor pipeline progress and report account activity to management.

Requirements

• High school diploma required; college degree preferred.
• 1+ years of professional experience in sales, customer service, or financial services.
• Excellent interpersonal and communication skills (verbal and written).
• Ability to organize and prioritize tasks effectively.
• Must be based in Atlanta, GA for on-site work.

Nice to have

• Basic knowledge of wholesale lending processes and loan programs.
• Familiarity with local financial services markets.

Culture & Benefits

• Opportunity to start or grow a career in the mortgage sales industry.
• Inclusive work environment and equal opportunity employer.
• Focus on empowering clients through informed financial decisions.