Account Executive

Job Description

Job Description

Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing. Our core values—Thrive Together, Act Like an Owner, and Exceed Expectations—cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be certified as a Great Place to Work!

Job Summary:

Lendz Financial is seeking a motivated and relationship-driven Account Executive to drive broker partnerships and fuel loan volume growth. 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.

What gives our AEs the edge? 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.

This isn't just a sales job—it's your launchpad. If you're a closer tired of doing it alone, Lendz gives you the tools, team, and freedom to go bigger. Join us and you'll have everything you need to scale your production, grow lasting relationships, and build a long-term home with a company that's as ambitious as you are.

Key Responsibilities:

• 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.
• Represent the Brand: Be a champion of the Lendz experience—delivering consistent, exceptional service that drives loyalty and repeat business.

Qualifications:

• Wholesale AE Experience : 3+ years in a wholesale Account Executive role, with a current book of producing brokers.
• 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.

Benefits:

• 100% remote
• Highly subsidized medical insurance
• Low-cost dental and vision insurance
• Voluntary Life, LTD, STD, and Critical Illness Insurance
• 401(k) program
• Health Savings Account (HSA)
• Learning and development opportunities
• Friendly, collaborative work environment