Wholesale Mortgage Account Executive

Sales United States

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Description

CMG Home Loans is hiring an Account Executive for our Wholesale and Select Partner Channel. They will be responsible for driving revenue growth through development and expansion of broker relationships. Will own a defined territory and portfolio of accounts.

Serves as primary point of contact delivering strategic guidance and client service. Partners with internal teams to ensure an efficient and scalable client experience.

 

 


 

Essential Duties and Responsibilities:

  • Develop and grow a portfolio of broker relationships.
  • Prospect, recruit, and onboard new broker partners.
  • Provide consultative guidance on loan structuring and scenarios.
  • Manage pipeline to drive consistent applications, approvals, and closings.
  • Deliver training on products, guidelines, and systems.
  • Communicate program updates and pricing changes.
  • Analyze account performance and execute growth strategies.
  • Partner with internal teams to resolve issues.
  • Utilize CLEAR and LOS systems to track activity.
  • Travel within territory to support relationship development.
  • Meet or exceed sales and production goals.

 

 

Qualifications and Experience:

  • 3 to 7+ years of wholesale mortgage or TPO experience.
  • Proven track record of achieving production goals.
  • Established broker network preferred.
  • Strong mortgage product and guideline knowledge.
  • Advanced CRM and Microsoft Office skills.
  • Strong communication and relationship-building skills.
  • Ability to manage a high-volume pipeline independently. 

 

 

KEY PERFORMANCE INDICATORS (KPIs):

  • Monthly funded loan volume
  • Application and approval pull-through rates
  • Broker engagement and retention
  • New broker acquisition
  • Pipeline conversion metrics

 

 

 

 

 

SUPERVISORY RESPONSIBILITIES:

Direct Reports:    NA

 

 

PHYSICAL and ENVIRONMENTAL CONDITIONS

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

 

 

 

 

BASE COMPENSATION

For residents of the states of CA & CO, and for NY + other areas requiring disclosure: 

A large portion of an Account Executive’s compensation is commission based. Base salary aligned with experience and market. Commission tied to funded loan volume. New account incentives based on early production metrics. Defined new account activation within 90 days.

 

CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [email protected].

CMG MORTGAGE, INC. NMLS #1820 If you are a recruiter or placement agency, please do not submit resumes to any person or email address at CMG Financial prior to having a signed agreement . CMG Financial is not liable for and will not pay placement fees for candidates submitted by any agency other than its approved recruitment partners. Furthermore, any resumes sent to us without an agreement in place will be considered your company’s gift to CMG Financial and may be forwarded to our recruiters for their attention.

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