Account Executive, Mortgage

Posted 4 Hours Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
140K-160K Annually
Senior level
Financial Services
The Role
Sell Truv's verification platform to mortgage lenders through consultative, product-led engagements. Own full sales cycle from prospecting to close, design integrations with POS/LOS and APIs alongside Product and Solutions Engineering, navigate complex buying committees, grow account adoption, and feed customer insights into the product roadmap.
Summary Generated by Built In
About Truv

Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data, plus automated document processing. By integrating with payroll systems and financial platforms, Truv reduces verification costs up to ~60–80% and offers real-time transparency and regulatory compliance. Truv is an approved verification vendor for both Fannie Mae and Freddie Mac and is backed by Kleiner Perkins.

About the Job

Selling to mortgage lenders isn't a transactional pitch; it's a consultative conversation about how verifications fit into complex origination workflows. The best AE at Truv is a product advisor first and a salesperson second.

As an Account Executive, Mortgage, you'll own the full sales cycle for mortgage prospects while earning credibility through genuine technical and operational depth. You'll balance two priorities:

  • Advise, Then Sell – Understand a lender's verification workflows well enough to design the right solution, then guide them to it.

  • Own the Number – Drive pipeline and close revenue across a defined book of mortgage accounts.

You'll work closely with Product, Solutions/Engineering, and the VP, Mortgage, to win and expand accounts.


What You'll Do:

  • Consultative, Product-Led Selling: Lead technical, operations-grounded conversations with lenders, diagnosing verification workflows and mapping Truv's platform to their needs.

  • Full-Cycle Ownership: Manage the entire sales cycle from prospecting and discovery through technical evaluation, negotiation, and close.

  • Solution Design: Partner with Product and Solutions Engineering to scope integrations (POS/LOS), pilots, and rollouts that fit each lender's stack.

  • Pipeline Generation: Build and maintain a healthy pipeline through outbound, inbound, and relationship-driven sourcing.

  • Deal Navigation: Manage complex buying committees (operations, compliance, IT, and lending executives) through to signature.

  • Expansion: Grow adoption within accounts by identifying new use cases and workflows where Truv adds value.

  • Voice of the Customer: Bring workflow and product feedback back to Product to sharpen the roadmap and positioning.

Who You Are:

  • 5+ years in B2B sales, with a strong track record selling into mortgage lenders or the broader mortgage ecosystem.

  • Genuine technical and operational depth in mortgage, fluent in origination workflows and how verifications fit in.

  • A product-advisor mindset: you win by being the most knowledgeable, helpful person in the room.

  • Experience managing complex, multi-stakeholder enterprise sales cycles.

  • Comfort with technical evaluations and integration discussions (POS/LOS, APIs, pilots).

  • Comfortable getting hands-on with the product and technical documentation (demo.truv.com, docs.truv.com) and discussing technical aspects credibly with buyers.

  • Excellent discovery, communication, and negotiation skills.

  • Consistent record of meeting or exceeding quota.

Nice to Have:

  • Prior experience at a mortgage technology, fintech, or verification company.

  • Familiarity with VOIE/VOA/VOE and GSE programs (DU/AIM).

  • Hands-on experience with major POS and LOS platforms.

  • Experience selling in an early-stage or high-growth environment.

Benefits:

  • Fully remote

  • Competitive salary and equity package

  • Health, dental, and vision insurance 

  • 401(k) 

  • Flexible time off 

  • Work with cutting-edge technology and innovative customers

  • Opportunity to shape the future of financial data access

We are an equal-opportunity employer committed to diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.

Skills Required

  • 5+ years in B2B sales, with a strong track record selling into mortgage lenders or the broader mortgage ecosystem
  • Deep technical and operational knowledge of mortgage origination workflows and verifications
  • Experience managing complex, multi-stakeholder enterprise sales cycles
  • Comfort with technical evaluations and integration discussions (POS/LOS, APIs, pilots)
  • Ability to act as a product advisor, understanding product documentation and demo materials
  • Excellent discovery, communication, and negotiation skills
  • Consistent record of meeting or exceeding quota
  • Prior experience at a mortgage technology, fintech, or verification company
  • Familiarity with VOIE/VOA/VOE and GSE programs (DU/AIM)
  • Hands-on experience with major POS and LOS platforms
  • Experience selling in an early-stage or high-growth environment
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The Company
HQ: Miami, FL
77 Employees
Year Founded: 2020

What We Do

Unlock The Power of Open Finance. Truv lets your customers easily verify income and employment, assets, insurance, switch direct deposit & more — all in one platform.

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