Senior Mortgage Account Executive

Summary

Join our company as a lead loan officer, specializing in SFR investor and consumer-purpose loans. You will manage the sales pipeline, collaborate with partners, and close loans. Expand and maintain relationships with repeat clients, contributing to monthly loan origination targets. Ensure compliance with company policies and regulatory standards. Help shape our lending processes, providing feedback on product development, pricing, and underwriting. Represent the company externally, building partnerships and growing our brand. Future opportunities include broader leadership roles.

Requirements

• 8+ years of experience as a licensed Mortgage Loan Originator
• Must hold an active NMLS license and qualify as a Qualified Individual (QI) in at least one state
• Proven track record originating SFR investor loans
• Strong familiarity with LOS systems (e.g., Arrive, Encompass, LendingPad) and CRM tools (Salesforce a plus)
• Knowledge of underwriting standards and loan structuring best practices
• Excellent communication skills and a collaborative mindset

Responsibilities

• Serve as the company’s lead loan officer for SFR investor and consumer-purpose loans
• Own and manage the sales pipeline: generate leads, cultivate referral relationships, and foster high-quality opportunities
• Collaborate with partners and internal teams to structure and close loans
• Expand and manage relationships with repeat investor clients
• Help define and hit monthly loan origination targets
• Ensure full compliance with company policies and regulatory standards
• Help shape our lending playbook: inform product development, build scalable sales processes, and provide feedback on pricing and underwriting
• Represent the company externally—build partnerships, attend events, and help grow our brand in the investor and mortgage communities
• Over time, there could be opportunity to take on broader leadership responsibilities including P&L ownership, state-by-state expansion, and team management as Head of Mortgage

Preferred Qualifications

Experience in a startup or fast-paced lending environment is a strong plus