Wholesale Mortgage Account Executive

Job Description

About Drive TPO

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Drive TPO helps mortgage brokers move faster, compete smarter, and close more business through competitive products, responsive support, practical technology, and a team that understands the wholesale mortgage space.

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Position Summary

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The Account Executive is responsible for developing new wholesale broker relationships, growing production within an assigned territory, and supporting existing broker partners. This role focuses on building a strong B2B pipeline, driving account activity, educating partners on Drive TPO products and processes, and serving as a trusted resource for brokers.

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Responsibilities

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• Solicit, develop, and manage a prospective B2B client pipeline.
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• Build and maintain strong relationships with wholesale broker partners and prospective accounts.
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• Develop tactical sales strategies to maximize production opportunities and increase market share.
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• Manage pipeline activity and maintain acceptable performance metrics as determined by Drive TPO.
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• Monitor approved account activity, focusing on production, wallet share, relationship quality, and market-share growth.
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• Engage current and prospective broker partners through phone, email, direct marketing, social media, video meetings, and in-person meetings when appropriate.
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• Use CRM tools and prescribed sales metrics to manage outbound activity, track engagement, and improve results.
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• Identify opportunities to improve client experience, internal workflows, and overall efficiency.
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• Communicate regularly with operations, underwriting, fulfillment, and support teams to help resolve issues and support broker success.
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• Provide market intelligence, competitive feedback, and product insights to leadership.
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• Maintain strong knowledge of industry trends, lending guidelines, company bulletins, training materials, and wholesale mortgage updates.
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• Serve as a subject matter expert on Drive TPO policies, procedures, products, guidelines, and technology.
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• Conduct individual and group presentations by phone, video, or in person to present Drive TPO’s processes, products, and technology platforms.
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• Share ideas, strategies, and best practices with the team and serve as a peer mentor when needed.
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Qualifications

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• Minimum 2 years of recent experience as a wholesale Account Executive.
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• Proven production history and established broker relationships.
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• Knowledge of Non-QM loan products and guidelines.
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• Knowledge of jumbo, agency, and government loan programs.
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• Excellent networking, relationship-building, and negotiation skills.
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• Strong verbal, written, and interpersonal communication skills.
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• Detail-oriented, organized, disciplined, and able to manage multiple priorities.
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• Ability to learn quickly and apply product, guideline, and process knowledge in a fast-paced environment.
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• Ability to work remotely while establishing, maintaining, and growing broker relationships through phone, email, video, social media, and in-person meetings when appropriate.
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• Self-motivated with a strong sense of ownership, urgency, and accountability.
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Education

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High school diploma or equivalent required; college degree preferred.

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Work Authorization

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Must be able to verify identity and employment eligibility to work in the United States.

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Other Duties

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This job profile is not intended to be an all-inclusive list of duties and responsibilities. The employee may perform additional related duties as assigned to meet the needs of the organization.

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Equal Opportunity Employer

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Drive TPO is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, national origin, age, veteran status, disability status, marital status, sex, sexual orientation, gender identity, gender expression, or any other status protected by applicable law.