Account Executive

Wholesale Mortgage Account Executive

American Heritage Lending, LLC

Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.

Position Overview:

The account Executive (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.

Essential Duties & Responsibilities include:

• Strong sales skills and knowledge of the mortgage lending business.


• Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers


• Speak and correspond with accounts on a daily to ensure their utmost satisfaction


• Train mortgage brokers on loan submission and AHL processes


• Sets expectations to brokers on understanding the loan process including submission, processing, underwriting, closing, and funding


• Assists in resolving broker questions/or concerns without overpromising expectations


• Communicates and work with AHL Account Managers as necessary to ensure desired production results


• Manage broker performance and communicate results with AHL Leadership


• Continue and participate with training brokers and stay in connection with AHL process and guidelines

Experience & Minimum Qualifications (Skills, Knowledge & Abilities):

• Minimum of 1+ years' experience in wholesale mortgage lending sales experience preferred


• Ability to conduct and attend web meetings and conference calls including presentations


• Basic knowledge Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip


• Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs


• Proficient with Encompass/LON


• Ability to attend trade shows & seminars as needed