Lendz Financial

Lendz Financial

Non-QM Account Executive

US | Remote · Exec

Sponsorship not specifiedDetected 15 days ago
SalesforceCRMSalesAccount ManagementCustomer SupportCommunicationCollaborationOrganizational SkillsMicrosoft OfficeUnderwriting

About the role

  • In this high-impact, front-line role, you'll serve as a trusted advisor to mortgage brokers-helping them navigate products and close more loans with speed and confidence.
  • A winning combo of intuitive tech, a responsive ops team, and streamlined workflows that free you up to focus on what matters most: your brokers.
  • We equip you with industry-leading tools like Salesforce CRM, real-time pricing engines, and a scalable, tech-enabled lending platform that actually keeps up with your goals.

Responsibilities

  • Customer Service Excellence: Deliver outstanding client service by promptly addressing loan status inquiries and resolving any issues during the loan process.
  • Operational Collaboration: Partner with the operations team to facilitate the successful submission, processing, and closing of loans as needed.
  • Client Training & Support: Provide brokers with training and conduct informational meetings.
  • Represent the Brand: Be a champion of the Lendz experience-delivering consistent, exceptional service that drives loyalty and repeat business.
  • Deliver outstanding client service by promptly addressing loan status inquiries and resolving any issues during the loan process.
  • Partner with the operations team to facilitate the successful submission, processing, and closing of loans as needed.
  • Lendz Financial is seeking a motivated and relationship-driven mortgage Account Executive to drive broker partnerships and fuel loan volume growth.

Requirements

  • Wholesale AE Experience: 3+ years in a wholesale Account Executive role, with a current book of producing brokers.
  • Familiarity with Non-QM products and confidence explaining complex lending scenarios.
  • Non-QM Knowledge: Familiarity with Non-QM products and confidence explaining complex lending scenarios.
  • Strong Track Record: Demonstrated ability to drive volume and hit sales targets consistently.
  • Service-First Mentality: Deep commitment to delivering white-glove service and solving problems with urgency and care.
  • Self-Motivated & Organized: Driven, highly organized, and accountable with a strong sense of ownership and urgency.
  • Communication Excellence: Clear, confident, and persuasive-across phone, email, and presentations.
  • Operational Savvy: Solid grasp of loan origination, underwriting workflows, and industry standards.
  • Tech-Friendly: Comfortable using Salesforce, LOS platforms, and MS Office tools.

Skills

  • Comfortable using Salesforce, LOS platforms, and MS Office tools.

Benefits

  • Highly subsidized medical insurance
  • Low-cost dental and vision insurance
  • Health Savings Account (HSA)
  • Learning and development opportunities

Company info

  • Proactively identify and cultivate relationships with brokers to secure loans, ensuring consistent growth in the company's client base.

This listing is sourced directly from Lendz Financial's careers page and normalized into a canonical job model.