We're Hiring: Wholesale Mortgage Account Executive

Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment We got you covered!

We are currently on the lookout for a Wholesale Mortgage Account Executive to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!

Role: Wholesale Mortgage Account Executive

Work Arrangement: Work From Office

Location: India

Schedule: Night shift

Job description:

Key Responsibilities

Broker Relationship Management

Develop and maintain strong relationships with mortgage brokers, loan officers, and lending partners
Serve as the primary point of contact for assigned broker accounts
Build long-term partnerships through consistent communication, education, and exceptional customer service
Identify opportunities to expand existing broker relationships and generate new business

Business Development

Prospect and onboard new mortgage broker partners
Conduct outbound sales activities to increase loan volume and market share
Present the company's loan products, pricing, and value proposition to prospective clients
Maintain an active sales pipeline and consistently achieve production goals

Loan Scenario Support

Review and discuss loan scenarios with brokers to determine product eligibility
Recommend appropriate loan programs based on borrower qualifications
Provide guidance regarding underwriting guidelines, documentation requirements, and program overlays
Partner with internal operations and underwriting teams to facilitate successful loan submissions

Sales & Pipeline Management

Track broker activity and manage opportunities through the CRM system
Follow up on outstanding loan opportunities and maintain consistent communication throughout the loan process
Monitor market trends, interest rate changes, and competitive products to provide valuable market insights to clients

Collaboration & Communication

Work closely with operations, underwriting, processing, and leadership teams to ensure an outstanding broker experience
Maintain accurate records of broker interactions and sales activities
Participate in team meetings, product training, and ongoing professional development

Non-negotiable skills and requirements:

2–5+ years of experience in the U.S. mortgage industry
Previous experience in one or more of the following roles:
Wholesale Mortgage Account Executive
Broker Relationship Manager
Mortgage Business Development Representative
Wholesale Mortgage Sales
Inside Sales or Broker Support
Strong understanding of the U.S. wholesale mortgage lending process
Experience working directly with mortgage brokers and loan officers
Ability to discuss loan scenarios, underwriting guidelines, and available loan programs
Excellent relationship-building and consultative sales skills
Outstanding written and verbal English communication skills
Strong organizational and time management abilities
Ability to work independently in a remote environment
Comfortable working U.S. Pacific Time business hours

Perks & Benefits:

Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
Flexible leave credits which may be used for vacation, emergency and sick leaves
Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
Endless opportunities for career advancement
Exclusive ATM inside the office for employee's convenience
Annual Performance Review with Salary Increase
We set you up for success with a company-provided PC/Laptop and fiber internet connection
Look forward to weekly office perks for work from office staff – Free Coffee, Meals and Beer Fridays!
Top notch workplace with first class VIP lounge and game rooms
Child friendly spaces to cater to the needs of employees with children, enhancing work-life balance
Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
International career growth and connections
Unlimited cash incentives for hired referrals
Mental Wellness Employee Assistance program through Lifeworks
In-house psychiatrist available to support employees well-being
Become part of the Employee Share Units program
Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.

Cloudstaff : Build Your Career, Anywhere

Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.

Why Cloudstaff is the #1 Workplace

Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement
Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment.

**To become a priority applicant, please share a 1-2 minute video introduction detailing you experience in this specific role. You can upload your video to the CSJobs platforms. Please use a clean, distraction-free background and speak clearly and articulately.**