High school diploma required; college degree preferred.
1+ years of professional work experience preferred, ideally in sales, customer service, or financial services.
Excellent interpersonal and communication skills (verbal and written).
Motivated and eager to learn with a proactive approach.
Ability to organize and prioritize tasks effectively.
Problem-solving mindset with willingness to seek guidance when needed.
Strong PC and Microsoft Office skills.
Basic knowledge of financial or mortgage terminology a plus.
Responsibilities
Learn and apply knowledge of mortgage fundamentals and sales skills real time, with focus on the following areas:
Assist in identifying and onboarding qualified third-party originator and broker accounts.
Participate in sales calls with prospective and current accounts to learn about assessing client needs and opportunities.
Gain proficiency in loan origination systems, CRM, and innovative AI tools to maximize performance.
Support training efforts by providing accounts with information on systems, policies, procedures, and products.
Respond to account inquiries and escalate issues to senior team members as needed.
Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication.
Collaborate with Sr. Account Executives and Sales Management to maintain strong client relationships.
Additional responsibilities related to business needs.
About EPM
Founded in 2008, EPM is one of the leading wholesale mortgage lenders in the U.S. Headquartered in Atlanta, GA, and licensed in all 50 states, we offer a full range of loan products — including conventional, FHA, VA, non-QM, renovation, and USDA.
Our vision is to live in a world where everyone has the opportunity for The American Gift. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions.
Empowering You. We’re committed to giving our team members the operational support, technology, and tools they need to work efficiently and build strong client relationships. Combined with a collaborative culture rooted in radical candor and innovation, we empower our people to do their best work every day while helping to shape our future.
The Role
Looking for a career path where you can help others expand their business and promote home ownership while earning lucrative compensation? We got you covered. As a Junior Account Executive, you’ll enter our comprehensive training program to gain a foundation of mortgage and sales fundamentals. We have the tools to help you create, and grow, an exciting career as Account Executive and with a successful book of business.
If this fits your goals and you are motivated to learn, we want to hear from you!
What You'll Do
Learn and apply knowledge of mortgage fundamentals and sales skills real time, with focus on the following areas:
Assist in identifying and onboarding qualified third-party originator and broker accounts.
Participate in sales calls with prospective and current accounts to learn about assessing client needs and opportunities.
Gain proficiency in loan origination systems, CRM, and innovative AI tools to maximize performance.
Support training efforts by providing accounts with information on systems, policies, procedures, and products.
Respond to account inquiries and escalate issues to senior team members as needed.
Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication.
Collaborate with Sr. Account Executives and Sales Management to maintain strong client relationships.
Additional responsibilities related to business needs.
What You Bring
High school diploma required; college degree preferred.
1+ years of professional work experience preferred, ideally in sales, customer service, or financial services.
Excellent interpersonal and communication skills (verbal and written).
Motivated and eager to learn with a proactive approach.
Ability to organize and prioritize tasks effectively.
Problem-solving mindset with willingness to seek guidance when needed.
Strong PC and Microsoft Office skills.
Basic knowledge of financial or mortgage terminology a plus.
EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.