Account Representative

Posted 9 Days Ago
Be an Early Applicant
6 Locations
In-Office
65K-65K Annually
Junior
Financial Services
The Role
Develop relationships with residential mortgage brokers, referral partners, and rental property investors in assigned markets. Generate qualified opportunities through outbound prospecting, manage the sales pipeline from outreach through closing, educate partners on loan programs, coordinate with underwriting and internal teams, track activity and production metrics, and drive funded deals and revenue goals.
Summary Generated by Built In

Overview

  • BNB Cashout provides equity-based cash-out financing for rental property investors, helping property owners access capital while preserving their existing first mortgage. BNB Cashout supports both short-term and long-term rental property investors through a streamlined, relationship-driven lending process. 
  • Typically, the work schedule is from 9:00 AM to 6:00 PM Eastern Time, Monday through Friday, though additional hours may be required based on business needs.

About the Role

  • We are seeking motivated Account Representatives to develop business within the Nashville and Savannah markets.
  • This role is responsible for building relationships with residential mortgage brokers and other referral partners, generating qualified opportunities, managing an active sales pipeline, and helping expand BNB Cashout's presence in the assigned market. 

What Success Looks Like 

  • Consistently achieves individual production and revenue goals within the assigned market. 
  • Builds and maintains strong relationships with residential mortgage brokers, referral partners, and rental property investors. 
  • Generates qualified opportunities and maintains consistent deal activity. 
  • Expands BNB Cashout's market presence through disciplined outreach and relationship development. 
  • Maintains an accurate, active sales pipeline and follows up promptly throughout the loan process. 
  • Provides a responsive, professional experience for partners and prospective borrowers. 

What You'll Be Doing (Core Responsibilities)

  • Relationship Development 
    • Develop relationships with residential mortgage brokers and other referral sources. 
    • Conduct consistent outbound prospecting and follow-up within the assigned market. 
    • Educate partners and prospective borrowers on BNB Cashout's loan program and eligibility requirements. 
    • Maintain regular communication and build long-term, productive relationships. 
  • Business Development 
    • Identify and pursue new business opportunities in Nashville and Savannah. 
    • Expand BNB Cashout's broker, investor, and referral network. 
    • Represent BNB Cashout professionally in meetings, calls, and local market activities. 
    • Drive qualified applications, funded deals, and production volume. 
  • Pipeline Management 
    • Manage opportunities from initial outreach through application, underwriting coordination, and closing. 
    • Track pipeline activity, partner engagement, and production metrics. 
    • Follow up consistently on open opportunities and outstanding items. 
    • Provide regular pipeline and market updates to leadership. 
  • Sales Operations 
    • Maintain accurate and timely activity, contact, and opportunity records in company systems. 
    • Follow company policies, sales procedures, and applicable compliance requirements. 
    • Collaborate with internal teams to support a smooth partner and borrower experience. 

Requirements
  • Education
    • Bachelor's degree preferred or equivalent professional experience. 
    • Residential mortgage broker industry experience required. 
  • Required Experience
    • Minimum 2 years of sales, account management, or business development experience within the residential mortgage brokerage industry. 
    • Strong knowledge of residential mortgage lending, broker relationships, and referral-based sales. 
    • Proven track record of achieving sales and business development goals. 
    • Experience developing and managing broker, business, or referral relationships. 
    • Ability to work independently, manage priorities, and maintain consistent follow-up. 

Remote Work Requirements

  • Stable, reliable internet connection. 
  • Professional and dedicated remote working environment. 

Preferred Background / Industry Experience

  • Residential Mortgage Brokerage
  • Residential Mortgage Lending
  • Real Estate Finance
  • Commercial Finance

Specific Technical Skills Needed

  • Strong understanding of residential mortgage products, broker workflows, and referral relationships. 
  • Knowledge of loan origination processes and relationship management. 
  • Proficiency with Microsoft Office (Excel, Outlook, Word) and CRM systems. 
  • Ability to track sales activity, partner engagement, and pipeline performance. 

Key Soft Skills  

  • Excellent communication skills. 
  • Strong relationship-building abilities. 
  • Responsive and customer-focused. 
  • Self-motivation and accountability. 
  • Strategic prospecting and market development. 
  • Results-oriented mindset. 
  • Problem-solving and decision-making. 

Benefits

What We Offer

💰 Compensation includes a base salary of $65,000, with eligibility to earn commission. 

🏖️ Benefits include:

  • medical, dental, vision, life, and disability coverage;
  • a 401(k) with company match;
  • paid holidays; and
  • paid time off (PTO).


Ready to Apply?

If this sounds like you, we'd love to hear from you - submit your CV in English and hit Apply

Skills Required

  • Residential mortgage broker industry experience
  • At least 2 years of sales, account management, or business development experience within the residential mortgage brokerage industry
  • Strong knowledge of residential mortgage lending, broker relationships, and referral-based sales
  • Proven track record of achieving sales and business development goals
  • Experience developing and managing broker, business, or referral relationships
  • Ability to work independently, manage priorities, and maintain consistent follow-up
  • Bachelor's degree or equivalent professional experience
  • Knowledge of loan origination processes and relationship management
  • Proficiency with Microsoft Office and CRM systems
  • Stable, reliable internet connection and a professional remote working environment
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The Company
HQ: Jersey City, NJ
252 Employees
Year Founded: 2011

What We Do

At World Business Lenders (WBL) Our motto, 'We Lend. You Grow'​ is simple, yet powerful. We make working capital available to eligible businesses for expansion and growth. WBL was founded by a seasoned team of entrepreneurs with strong track records of launching, financing and growing successful small businesses. We understand what businesses need in terms of working capital, and are well-aware of how little is actually available for small businesses in the current marketplace. WBL understands how additional working capital can help you navigate your business to maximum success. Our unique approach to lending makes your business the focal point for loan decisions. Instead of concentrating on personal assets and a business owner's credit score, we believe the history and financial performance of your business should outweigh all other factors in our decision making process. WBL bases each loan decision on your business’s ability to make affordable daily payments to satisfy the loan. While there are many challenges small business owners face, WBL believes access to working capital shouldn't be one of them. WBL's sole focus is making loans to small businesses. This is all we do! We Lend. You Grow.

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