Wholesale Account Executive
Scottsdale, AZ
Category: Administrative
Reference ID: 10083096
Shortcut: http://addisongroup.gosnaphop.com/DoKf8z
Job: Wholesale Account Executive
Location: Scottsdale, AZ
Compensation: $75,000 - $125,000 / year
Industry: Financial Services / Residential Mortgage Lending
Benefits: This position is eligible for:
- Medical insurance through UnitedHealthcare and Kaiser, with HDHP options starting at $129.90 per month.
- Dental and vision insurance through Guardian.
- Health Savings Account (HSA) and Flexible Spending Account (FSA).
- 401(k) with a 3% employer match.
- Paid Time Off:
- 0–12 months: 80 hours annually.
- 13–36 months: 120 hours annually.
- 37+ months: 160 hours annually.
- Benefits begin on the first of the month following the hire date. Employees starting on the first of the month are eligible for benefits on their first day.
About Our Client:
Addison Group is hiring on behalf of our client, a rapidly growing financial services organization specializing in residential mortgage lending. Our client is expanding its Scottsdale office and seeking motivated Wholesale Account Executives to support continued growth and develop lasting relationships with mortgage broker partners.
This is an opportunity to join an expanding team with an established sales infrastructure, comprehensive training, and significant earning potential. The organization offers a business-to-business sales environment, allowing professionals to focus on developing broker relationships rather than working directly with individual homebuyers. With uncapped commissions and opportunities to build and expand a sales team, this position offers a strong path for long-term career growth.
Job Description:
The Wholesale Account Executive will focus on developing new business opportunities, expanding an existing portfolio of mortgage broker relationships, and driving residential loan production within an assigned territory. This individual will use consistent outbound sales activity, relationship management, and industry knowledge to grow their book of business while supporting broker partners throughout the lending process.
The ideal candidate has experience in residential mortgage origination, understands the lending process, and is comfortable building relationships through consistent prospecting and follow-up. This position is well suited for someone looking to transition their mortgage experience into a relationship-driven, business-to-business sales career.
Key Responsibilities:
- Identify, pursue, and establish relationships with prospective mortgage broker partners to generate new business.
- Build and execute territory-specific sales strategies to increase loan production and market penetration.
- Maintain an active sales pipeline and consistently work toward established production goals.
- Strengthen existing broker relationships by identifying opportunities to increase account activity and business volume.
- Conduct regular outreach through phone calls, email, social media, and other marketing channels.
- Maintain accurate prospect and account information while tracking sales activity and performance through CRM systems.
- Develop business plans, sales forecasts, and marketing strategies to support territory growth.
- Collaborate with internal operations and loan fulfillment teams to provide an efficient experience for broker partners.
- Stay informed on mortgage industry developments, lending guidelines, product offerings, and market conditions.
- Present available lending solutions, technology platforms, and business advantages to prospective and existing broker partners.
- Provide consistent communication, follow-up, and guidance throughout the lending process.
- Share successful sales strategies and market insights with team members to support overall business development.
Qualifications:
- Approximately 1–3 years of experience in residential mortgage lending, with 3 years preferred.
- Previous experience in mortgage origination, loan processing, underwriting, or a related mortgage lending function.
- Understanding of residential mortgage products, lending guidelines, and the overall loan lifecycle.
- Familiarity with conventional, FHA, and VA lending programs is preferred.
- Strong communication, relationship-building, and negotiation abilities.
- Comfortable with outbound prospecting, consistent phone activity, and developing new business relationships.
- Self-motivated with the ability to maintain a disciplined sales routine and work toward measurable goals.
- Strong organizational skills and attention to detail.
- Ability to adapt quickly, learn new systems, and work effectively in a fast-paced environment.
- High school diploma or equivalent required; additional education is a plus.
- NMLS licensing is a plus, particularly for supporting accounts in certain states.
- Experience with Salesforce or other CRM platforms is beneficial.
Additional Details:
- Employment Type: Direct Hire / Permanent.
- Schedule: Monday–Friday, 8:00 AM–5:00 PM.
- Work Environment: Office-based position in Scottsdale, AZ.
- Training: Structured, one-week onboarding program covering company systems, technology, loan products, internal processes, and the full loan lifecycle.
- Compensation Structure: Six-month guaranteed compensation period to provide time to establish broker relationships and develop a book of business. Following the initial period, compensation transitions to a minimum wage draw against earned commissions.
- Earning Potential: First-year earnings are projected at $75,000–$125,000, with experienced second-year performers potentially earning $20,000–$30,000 monthly, depending on production.
- Commission: Uncapped commission structure with earnings directly tied to sales production.
- Growth Opportunities: As the business grows, successful Account Executives may have opportunities to develop their own teams, including sales assistants and operational support.
- Ideal Backgrounds: Mortgage Loan Officers, Mortgage Loan Originators, Loan Officer Assistants, Loan Processors, Junior Processors, Underwriters, Underwriting Assistants, Funders, and mortgage professionals with relevant origination experience.
Perks:
- Six-month guaranteed compensation period while establishing a book of business.
- Uncapped commission opportunities.
- Established sales playbook, technology, and data-driven prospecting resources.
- Comprehensive onboarding and training.
- Business-to-business sales environment with a focus on professional broker relationships.
- Opportunity to build a personal book of business and develop a team.
- Collaborative, family-oriented culture that emphasizes work-life balance.
- Standard weekday schedule with an emphasis on maintaining reasonable working hours.
- Opportunity to join a growing office with significant expansion goals.
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
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