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.**
