Enterprise Account Representative

Posted 7 Hours Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
Mid level
Fintech • Real Estate • Financial Services • PropTech
The Role
Support broker relationships within the wholesale mortgage channel by handling inbound inquiries, logging CRM interactions, assisting with loan-level coordination, distributing product and rate updates, aiding outreach and marketing efforts, and working with senior team members to ensure smooth operations and broker satisfaction.
Summary Generated by Built In

🏡 About Us

At eLEND, we’re modernizing mortgage by combining human expertise with innovative technology to create faster, more seamless lending experiences. Our wholesale channel is built on strong broker relationships, operational excellence, and a commitment to service. We invest in developing talent at every stage, creating opportunities for growth within a collaborative and high-performing environment.

✨ Why This Role Matters

As an Enterprise Account Representative, you are a foundational member of the Enterprise team, supporting broker relationships and ensuring a smooth, responsive experience across the wholesale channel. This role is designed as a growth opportunity for individuals entering or expanding within the mortgage industry. You’ll gain hands-on exposure to broker engagement, loan-level support, and operational coordination while working closely with senior team members. Your ability to stay organized, communicate effectively, and support day-to-day execution directly contributes to team efficiency and broker satisfaction.

🛠️ Key Responsibilities
  • Serve as a primary support contact for broker inquiries under the guidance of the Enterprise Account Executive
  • Provide timely, professional communication to brokers, loan officers, and processors
  • Manage inbound requests and assist with resolving routine questions, escalating more complex issues appropriately
  • Support outbound broker engagement efforts using CRM tools and communication platforms
  • Accurately log all broker interactions, requests, and follow-ups within the CRM
  • Assist in distributing product updates, rate changes, and program information to brokers
  • Support the creation and delivery of marketing and informational materials
  • Coordinate with internal operations teams to assist with loan-level support and ensure smooth workflows
  • Maintain organized records and ensure strong attention to detail across all tasks
  • Prioritize daily responsibilities to meet team deadlines and support overall productivity
  • Participate in team meetings, providing updates and actively learning from senior team members
  • Build foundational knowledge of mortgage products, programs, and the wholesale channel
  • Support additional tasks and initiatives as assigned
🎯 What You Bring
  • Foundational experience in customer service, support, or relationship-focused roles
  • Must have 3 years Mortgage experience
  • Strong interest in learning mortgage products, programs, and the wholesale lending environment
  • Clear and professional communication skills, both written and verbal
  • High level of organization with the ability to manage multiple tasks simultaneously
  • Comfort using CRM systems, email platforms, and standard business tools
  • Detail-oriented mindset with strong follow-through and accountability
  • Ability to work independently while also contributing to a team environment
  • Receptiveness to coaching, feedback, and continuous development
  • Positive attitude with a willingness to learn and take on new challenges
📆 A Day in the Life

Your day may include:

  • Responding to broker inquiries and providing support on basic loan or process-related questions
  • Logging and tracking all interactions within the CRM to ensure visibility and follow-up
  • Assisting with outreach efforts to maintain broker engagement
  • Sharing product updates, rate changes, and program information with brokers
  • Coordinating with internal teams to support loan-level questions or requests
  • Organizing documentation and maintaining accurate records
  • Supporting the Enterprise Account Executive with daily priorities and workflow management
  • Participating in team meetings to stay aligned and continue learning
💼 Work Environment

This role operates in a collaborative, team-oriented environment with close support from experienced leaders.
Physical Requirements:

  • Prolonged periods of sitting and computer use
  • Frequent communication via phone, email, and virtual platforms
  • Ability to manage multiple digital workflows simultaneously
💰 Compensation & Benefits
  • Competitive compensation structure
  • Comprehensive health, dental, and vision coverage
  • 401(k) plan
  • Paid time off and company holidays
  • Career development and growth opportunities within eLEND
🌈 Equal Opportunity for All

eLEND is committed to fostering an inclusive workplace where diverse perspectives are valued. We provide equal opportunities based on experience, capability, and potential, ensuring every team member has the ability to grow and succeed.


 

Skills Required

  • Minimum 3 years mortgage experience
  • Foundational experience in customer service, support, or relationship-focused roles
  • Clear and professional written and verbal communication skills
  • High level of organization and ability to manage multiple tasks
  • Comfort using CRM systems, email platforms, and standard business tools
  • Detail-oriented with strong follow-through and accountability
  • Ability to work independently and as part of a team
  • Receptiveness to coaching, feedback, and continuous development
  • Positive attitude and willingness to learn
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The Company
501 Employees

What We Do

eLEND is a national residential mortgage lender that provides innovative financing solutions for borrowers, brokers, and business partners. Operating across wholesale, correspondent, and direct-to-consumer channels, the company uses proprietary technology to streamline the mortgage experience and make homeownership more accessible. They specialize in a variety of products, including first-time homebuyer and manufactured home loans.

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