Inside Sales/ Account Executive
Company: Community Savings
Location: Charlotte
Posted on: February 15, 2026
|
|
|
Job Description:
Job Description Job Description Description: The Wholesale
Inside Account Executive (AE) is responsible for generating new
business and maintaining relationships with mortgage brokers,
correspondents, and other lending partners. This role requires
proactive sales outreach, industry expertise, and a commitment to
delivering exceptional customer service to expand market share and
achieve production goals. The Inside AE will play a key role in
promoting products, supporting clients throughout the lending
process, and providing market insights to ensure competitive
positioning. Duties and Responsibilities: · Make a minimum of 65
outbound calls daily to generate sales leads and cultivate new
broker relationships. · Identify, pursue, and onboard new broker
and correspondent partners to increase market penetration and drive
loan production. · Achieve monthly, quarterly, and annual sales
targets by managing a robust pipeline of loans from origination
through closing. · Ensure all partner activities comply with
industry regulations, company policies, and ethical standards. ·
Maintain an in-depth understanding of the company’s products,
pricing, and underwriting guidelines, as well as competitor
offerings and market trends. Requirements: · 3 years of experience
in mortgage lending (wholesale preferred) or a similar sales role
within the finance industry. · Strong sales and
relationship-building skills with a consultative approach. ·
Excellent communication, negotiation, and presentation abilities. ·
Familiarity with wholesale lending products, rate sheets, and
mortgage underwriting processes. · Proficiency with CRM software
and MS Office Suite; experience with industry-specific platforms is
a plus.
Keywords: Community Savings, Greensboro , Inside Sales/ Account Executive, Accounting, Auditing , Charlotte, North Carolina
