Wholesale Junior Account Executive

Essential Duties and Responsibilities:

• Assist Account Executives in identifying and onboarding new broker relationships.
• Support the preparation and delivery of training presentations and marketing materials.
• Help facilitate broker access to systems and tools, including password setup and application guidance.
• Provide basic instruction on company procedures, forms, and fee structures.
• Maintain and update sales contact databases under supervision.
• Monitor broker communications and assist in distributing updates on programs and procedures.
• Track pipeline activity and report findings to senior team members.
• Shadow senior Account Executives during broker visits and virtual meetings.
• Participate in internal training sessions to build product and industry knowledge.
• Collaborate with marketing and operations teams to ensure consistent messaging and support.

Preferred Qualifications and Experience:

• 0–2 years of experience in mortgage banking, financial services, or sales support.
• Strong interest in developing a career in TPO mortgage lending.
• Basic proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Excellent communication and organizational skills.
• Willingness to learn and adapt in a fast-paced environment.
• Ability to travel occasionally with senior team members.