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.

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.

Lendz Financial

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