Junior Account Executive (Trainee)

Job description

**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.