CMG Home Loans is hiring an Account Executive for our Wholesale and Select Partner Channel. They will be responsible for driving revenue growth through development and expansion of broker relationships. Will own a defined territory and portfolio of accounts.
Serves as primary point of contact delivering strategic guidance and client service. Partners with internal teams to ensure an efficient and scalable client experience.
Essential Duties and Responsibilities:
- Develop and grow a portfolio of broker relationships.
- Prospect, recruit, and onboard new broker partners.
- Provide consultative guidance on loan structuring and scenarios.
- Manage pipeline to drive consistent applications, approvals, and closings.
- Deliver training on products, guidelines, and systems.
- Communicate program updates and pricing changes.
- Analyze account performance and execute growth strategies.
- Partner with internal teams to resolve issues.
- Utilize CLEAR and LOS systems to track activity.
- Travel within territory to support relationship development.
- Meet or exceed sales and production goals.
Qualifications and Experience:
- 3 to 7+ years of wholesale mortgage or TPO experience.
- Proven track record of achieving production goals.
- Established broker network preferred.
- Strong mortgage product and guideline knowledge.
- Advanced CRM and Microsoft Office skills.
- Strong communication and relationship-building skills.
- Ability to manage a high-volume pipeline independently.
KEY PERFORMANCE INDICATORS (KPIs):
- Monthly funded loan volume
- Application and approval pull-through rates
- Broker engagement and retention
- New broker acquisition
- Pipeline conversion metrics
SUPERVISORY RESPONSIBILITIES:
Direct Reports: NA
PHYSICAL and ENVIRONMENTAL CONDITIONS
This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.
BASE COMPENSATION
For residents of the states of CA & CO, and for NY + other areas requiring disclosure:
A large portion of an Account Executive’s compensation is commission based. Base salary aligned with experience and market. Commission tied to funded loan volume. New account incentives based on early production metrics. Defined new account activation within 90 days.
Skills Required
- 3 to 7+ years of wholesale mortgage or TPO experience
- Proven track record of achieving production goals
- Established broker network
- Strong mortgage product and guideline knowledge
- Advanced CRM and Microsoft Office skills
- Strong communication and relationship-building skills
- Ability to independently manage a high-volume pipeline
What We Do
For over 25 years, CMG Financial NMLS#1820 has delivered the personal service of a local lender, leveraging the resources of a national brand. Currently operating in all 50 states and the District of Columbia, CMG Financial branches have earned over 1200 Zillow reviews praising reliable preapprovals, ease of transaction, on-time closings, and transparency and communication throughout the mortgage process. Throughout the mortgage industry, CMG Financial is known for its innovation of product and continued investment in technology. From HomeFundIt, the down payment crowdfunding platform to the All In One Loan, the smarter way to borrow, CMG develops mortgage solutions that serve the needs of every borrower. CMG Financial holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA and FHLMC and makes its products and services available through three distinct origination channels: Retail, Correspondent, and Wholesale Lending. Team CMG specializes in all new purchase and refinance mortgage needs and act as financial counselors to help borrowers make informed decisions. Find out what “Every Customer, Every Time. No Exceptions, No Excuses.” means to us!
