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Account Executive @Lendz Financial

[Hiring] Account Executive @Lendz Financial

Mar 28, 2025 - Lendz Financial is hiring a remote Account Executive. 💸 Salary: unspecified. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Account Executive serves as a key driver of business growth at Lendz, forging strong partnerships with mortgage brokers and serving as their trusted advisor. This is a high-impact, front-line role that focuses on relationship-building, business development, and providing unparalleled customer support to broker partners. Success in this position requires a proactive, entrepreneurial mindset and the ability to thrive in a fast-paced, results-oriented environment.

At Lendz, our Account Executives aren't just salespeople; they are collaborators, mentors, and problem-solvers who empower brokers to achieve success. Leveraging Lendz’s innovative technology and diverse product offerings, the Account Executive ensures a seamless experience from loan submission to closing while contributing to our mission of exceeding expectations in every interaction.

  • Solicit New Business: Proactively identify and cultivate relationships with brokers to secure loans, ensuring consistent growth in the company’s client base.
  • Client Relationship Management: Serve as the primary point of contact for brokers, acting as a trusted resource for all questions related to the mortgage industry and Lendz.
  • 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.
  • Rate Lock Monitoring: Stay vigilant on expiring rate locks and ensure timely communication with brokers.

Qualifications

  • Previous and recent wholesale mortgage Account Executive experience required.
  • 5+ years of experience in the mortgage and banking industries, including experience in third party originations.
  • Proven success as an Account Executive or Relationship Manager, including 1+ years of Non-QM lending experience.
  • Current producing client base with ability to show recent proof of production strongly preferred.
  • Solid understanding of wholesale loan origination, underwriting processes and procedures, and mortgage industry standards.
  • Professional demeanor to effectively interact with all company personnel and brokers.
  • Ability to cultivate and maintain strong broker relationships with a commitment to delivering outstanding customer service and exceeding broker expectations.
  • Strong verbal, written, and interpersonal communication abilities, along with polished presentation skills to effectively engage clients and team members.
  • Excellent time management, organizational skills, and attention to detail, ensuring accuracy and efficiency in all tasks.
  • Proficiency in MS Office applications (Word, Excel, Outlook) and adaptable to learning new technology. Experience with Salesforce is a plus.

Requirements

  • Must be able to verify identity and employment eligibility to work in the U.S.

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Before You Apply
📍 Be aware of the location restriction for this remote position: USA
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Account Executive @Lendz Financial
Sales / Business
Salary 💸 unspecified
Remote Location
USA
Job Type full-time
Posted Mar 28, 2025
Apply for this position Unlock 54,630 Remote Jobs
📍 Be aware of the location restriction for this remote position: USA
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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