Community Savings
Join to apply for the
Inside Account Executive
role at
Community Savings 2 days ago Be among the first 25 applicants Join to apply for the
Inside Account Executive
role at
Community Savings Get AI-powered advice on this job and more exclusive features. Description
The Wholesale Inside Account Executive (AE) is responsible for generating new business and maintaining relationships with mortgage brokers, correspondents, and other lending partners. This role requires proactive sales outreach, industry expertise, and a commitment to delivering exceptional customer service to expand market share and achieve production goals. The Inside AE will play a key role in promoting products, supporting clients throughout the lending process, and providing market insights to ensure competitive positioning. Description
The Wholesale Inside Account Executive (AE) is responsible for generating new business and maintaining relationships with mortgage brokers, correspondents, and other lending partners. This role requires proactive sales outreach, industry expertise, and a commitment to delivering exceptional customer service to expand market share and achieve production goals. The Inside AE will play a key role in promoting products, supporting clients throughout the lending process, and providing market insights to ensure competitive positioning.
Duties And Responsibilities
Make a minimum of 65 outbound calls daily to generate sales leads and cultivate new broker relationships. Identify, pursue, and onboard new broker and correspondent partners to increase market penetration and drive loan production. Achieve monthly, quarterly, and annual sales targets by managing a robust pipeline of loans from origination through closing. Ensure all partner activities comply with industry regulations, company policies, and ethical standards. Maintain an in-depth understanding of the company’s products, pricing, and underwriting guidelines, as well as competitor offerings and market trends.
Requirements
3+ years of experience in mortgage lending (wholesale preferred) or a similar sales role within the finance industry. Strong sales and relationship-building skills with a consultative approach. Excellent communication, negotiation, and presentation abilities. Familiarity with wholesale lending products, rate sheets, and mortgage underwriting processes. Proficiency with CRM software and MS Office Suite; experience with industry-specific platforms is a plus.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking Referrals increase your chances of interviewing at Community Savings by 2x Get notified about new Inside Account Executive jobs in
North Olmsted, OH . Cleveland, OH $138,000.00-$158,000.00 1 week ago Twinsburg, OH $10,000.00-$80,000.00 2 months ago Cleveland, OH $90,000.00-$100,000.00 1 month ago Commercial Lines Account Manager (Large Lines-Remote in NY only)
Cleveland, OH $100,000.00-$110,000.00 7 hours ago REMOTE - Commercial Lines Account Manager (Must live in MA or RI)
Cleveland, OH $60,000.00-$80,000.00 5 days ago Cleveland, OH $45,000.00-$130,000.00 1 week ago National Account Manager - Huntington Technology Finance
Cleveland, OH $75,000.00-$100,000.00 3 days ago Account Manager / Outside Sales - Aftermarket Heavy Duty Truck Parts
Staff Product Manager, Consumer Account Management
Select Business Unit Account Manager, Commercial Lines
SaaS Account Manager - (OTE $150,000/year USD), CXT Software
Cleveland, OH $130,000.00-$150,000.00 1 day ago Senior Account Manager or Sales Executive
Greater Cleveland $65,000.00-$100,000.00 1 month ago Regional Account Manager - Midwest Territory
Cleveland, OH $45,000.00-$55,000.00 9 months ago Account Manager - Specialty Chemicals - Metalworking
Key Account Manager - Immunology and Gene Therapy - Cleveland Territory
Senior Account Manager - Parking Operations
Greater Cleveland $55,000.00-$75,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Inside Account Executive
role at
Community Savings 2 days ago Be among the first 25 applicants Join to apply for the
Inside Account Executive
role at
Community Savings Get AI-powered advice on this job and more exclusive features. Description
The Wholesale Inside Account Executive (AE) is responsible for generating new business and maintaining relationships with mortgage brokers, correspondents, and other lending partners. This role requires proactive sales outreach, industry expertise, and a commitment to delivering exceptional customer service to expand market share and achieve production goals. The Inside AE will play a key role in promoting products, supporting clients throughout the lending process, and providing market insights to ensure competitive positioning. Description
The Wholesale Inside Account Executive (AE) is responsible for generating new business and maintaining relationships with mortgage brokers, correspondents, and other lending partners. This role requires proactive sales outreach, industry expertise, and a commitment to delivering exceptional customer service to expand market share and achieve production goals. The Inside AE will play a key role in promoting products, supporting clients throughout the lending process, and providing market insights to ensure competitive positioning.
Duties And Responsibilities
Make a minimum of 65 outbound calls daily to generate sales leads and cultivate new broker relationships. Identify, pursue, and onboard new broker and correspondent partners to increase market penetration and drive loan production. Achieve monthly, quarterly, and annual sales targets by managing a robust pipeline of loans from origination through closing. Ensure all partner activities comply with industry regulations, company policies, and ethical standards. Maintain an in-depth understanding of the company’s products, pricing, and underwriting guidelines, as well as competitor offerings and market trends.
Requirements
3+ years of experience in mortgage lending (wholesale preferred) or a similar sales role within the finance industry. Strong sales and relationship-building skills with a consultative approach. Excellent communication, negotiation, and presentation abilities. Familiarity with wholesale lending products, rate sheets, and mortgage underwriting processes. Proficiency with CRM software and MS Office Suite; experience with industry-specific platforms is a plus.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking Referrals increase your chances of interviewing at Community Savings by 2x Get notified about new Inside Account Executive jobs in
North Olmsted, OH . Cleveland, OH $138,000.00-$158,000.00 1 week ago Twinsburg, OH $10,000.00-$80,000.00 2 months ago Cleveland, OH $90,000.00-$100,000.00 1 month ago Commercial Lines Account Manager (Large Lines-Remote in NY only)
Cleveland, OH $100,000.00-$110,000.00 7 hours ago REMOTE - Commercial Lines Account Manager (Must live in MA or RI)
Cleveland, OH $60,000.00-$80,000.00 5 days ago Cleveland, OH $45,000.00-$130,000.00 1 week ago National Account Manager - Huntington Technology Finance
Cleveland, OH $75,000.00-$100,000.00 3 days ago Account Manager / Outside Sales - Aftermarket Heavy Duty Truck Parts
Staff Product Manager, Consumer Account Management
Select Business Unit Account Manager, Commercial Lines
SaaS Account Manager - (OTE $150,000/year USD), CXT Software
Cleveland, OH $130,000.00-$150,000.00 1 day ago Senior Account Manager or Sales Executive
Greater Cleveland $65,000.00-$100,000.00 1 month ago Regional Account Manager - Midwest Territory
Cleveland, OH $45,000.00-$55,000.00 9 months ago Account Manager - Specialty Chemicals - Metalworking
Key Account Manager - Immunology and Gene Therapy - Cleveland Territory
Senior Account Manager - Parking Operations
Greater Cleveland $55,000.00-$75,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr