Junior Account Executive (Trainee)

Reposted 6 Days Ago
Be an Early Applicant
Warwick, RI, USA
In-Office
Junior
Analytics • Financial Services
Empowering People More.
The Role
Support business development by building relationships with third-party originators, assisting in onboarding clients, and managing existing accounts while communicating with internal teams.
Summary Generated by Built In

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. 

Qualifications & Skills

    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.   
 
Candidate Acknowledgment Statement 
By clicking "Apply for this Job," I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum

Skills Required

  • High school diploma
  • 1+ years of professional work experience
  • Sales, customer service, or financial services experience
  • Excellent interpersonal and communication skills
  • Ability to prioritize tasks effectively
  • Basic knowledge of wholesale lending processes (training provided)
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The Company
HQ: Atlanta, GA
738 Employees
Year Founded: 2008

What We Do

Equity Prime Mortgage LLC is a licensed mortgage lender whose operations extend across the country (50 states). We provide a variety of mortgage products to assist you with finding solutions to all of your mortgage needs. Mission: We are a resource, and voice, for financial empowerment. Vision: To continue to offer top financial service, communication and assistance to the communities we serve. We are an approved Ginnie Mae, Fannie Mae & Freddie Mac Seller/Servicer. Hablo Español Empowering People More. [email protected] or (877) 255-3554 Information is subject to change without notice. Massachusetts Mortgage Lender License #ML 21116. Licensed by the NJ Department of Banking and Insurance. AZ Banker License #0921685. Licensed by the Mississippi Department of Banking and Consumer Finance. Georgia Residential Mortgage License #23300. Licensed by the Pennsylvania Department of Banking. Equity Prime Mortgage LLC, NMLS #21116. (www.nmlsconsumeraccess.org) All Rights Reserved. Copyright 2020. https://equityprime.com/page/privacy-statement While we do not discriminate against views or opinions posted to our social networking accounts, we reserve the right to remove or not approve any comment. A comment will not be edited or modified to remove unacceptable content; the entire comment will simply be deleted. All submitted comments will be reviewed before posting. Some of the reasons we may remove or not approve a comment are listed below: • Abusive, vulgar, obscene, racist, threatening, or harassing comments. • Libel, slander, or personal attacks of any kind, including the use of offensive terms that target specific individuals or groups. • Spam, including content that promotes products or services or contains gratuitous links. • Makes unsupported accusations or claims. • Comments that suggest or encourage illegal, dangerous, or destructive activity. • Duplicate posts. • Off topic commentary. • Political campaigning or lobbying.

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