Logo for EPM

Wholesale Account Executive

Role overview

Qualifications

  • 3+ years of mortgage industry experience (loan officer, mortgage banker, or wholesale AE)
  • Minimum 2 years as a Wholesale Account Executive
  • High school diploma required, college degree preferred
  • Proven track record of building and growing business relationships

Responsibilities

  • Build and maintain strong, long-term relationships with brokers and TPO accounts nationwide
  • Identify and onboard qualified new broker/TPO accounts
  • Conduct sales meetings to assess fit and uncover opportunity
  • Train clients on EPM systems, products, guidelines, and updates

Key facts

Other skills

  • Relationship Building
  • Microsoft Office
  • Communication
  • Time Management
  • Problem Solving
  • Self-Motivation
  • Reliability
  • Success Driven

About the company

EPM logo

EPM

Company details

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

About EPM

Founded in 2008, EPM is one of the leading wholesale mortgage lenders in the U.S. Headquartered in Atlanta, GA, and licensed in all 50 states, we offer a full range of loan products β€” including conventional, FHA, VA, non-QM, renovation, and USDA.

Our vision is to live in a world where everyone has the opportunity for The American Gift.  Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions.

Empowering You.  We’re committed to giving our team members the operational support, technology, and tools they need to work efficiently and build strong client relationships. Combined with a collaborative culture rooted in radical candor and innovation, we empower our people to do their best work every day while helping to shape our future.

 

The Role

EPM is growing and looking for experienced Account Executives to join our team. In this role, you'll build relationships with brokers and TPO accounts, help them grow their business, and drive loan production by expanding existing accounts and onboarding new ones.  This position offers competitive compensation and the opportunity to grow your career.

What You'll Do

  • Build and maintain strong, long-term relationships with brokers and TPO accounts nationwide
  • Identify and onboard qualified new broker/TPO accounts
  • Conduct sales meetings to assess fit and uncover opportunity
  • Train clients on EPM systems, products, guidelines, and updates
  • Serve as the liaison between accounts and EPM operations teams
  • Leverage CRM tools for outreach, marketing, and client management
  • Actively manage your pipeline to meet and exceed sales goals

What You Bring

  • 3+ years of mortgage industry experience (loan officer, mortgage banker, or wholesale AE)
  • Minimum 2 years as a Wholesale Account Executive
  • High school diploma required, college degree preferred
  • Proven track record of building and growing business relationships
  • Working knowledge of wholesale lending, loan programs, and regulations
  • Proficiency with LOS, CRM, and Microsoft Office
  • Strong communication, time management, and problem-solving skills
  • Self-motivated, dependable, and results-driven
 
EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.β€― 
 
Candidate Acknowledgment Statement
By clicking "Apply for this Job," I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
Β·

Account Executive Related jobs

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.