[Remote] JR. ACCOUNT EXECUTIVE

Note: The job is a remote job and is open to candidates in USA. Logan Finance Corporation is seeking a Jr. Account Executive to manage relationships within National Accounts. This role involves driving client engagement, supporting sales efforts, and ensuring a seamless client experience throughout the loan lifecycle.

Responsibilities

• Drive engagement with National Accounts through proactive outreach, scenario submissions, and leading problem resolution
• Develop and maintain productive relationships with MLOs and brokers within assigned National Accounts
• Provide outreach to branches and MLOs via introductory calls, emails, and video meetings, leveraging company marketing materials and scripts
• Understand client needs and assist in building tailored Non-QM lending solutions
• Generate and provide qualified referrals and pipeline opportunities to Account Executives (AEs)
• Assist with initial scenario follow-up by coordinating with the Scenario Desk for active opportunities
• Leverage CRM reporting to identify, target, and reactivate dormant Loan Officers within National Accounts
• Support AEs by sharing actionable client feedback and identifying opportunities for deeper engagement
• Apply knowledge of the loan lifecycle and loan manufacturing process to help resolve client issues with the goal of securing initial loan submissions
• Coordinate internal resources (guidelines support, product training, scenario structuring) to meet client needs
• Act as a central point of contact to ensure timely and effective resolution of client inquiries and challenges
• Assist with onboarding new accounts, including scheduling product demos and supporting portal/system training
• Present a high-level overview of company systems, processes, and technology to communicate the value proposition to prospective clients
• Deliver guideline overviews and product education in a clear, client-friendly format
• Maintain consistent use of CRM and sales tools to track outreach, engagement, and opportunity development
• Accurately document all sales activities, client interactions, and deal progress
• Utilize data and reporting to prioritize outreach and drive measurable results

Skills

• Minimum 3+ years of mortgage industry experience required
• Strong understanding of mortgage products, guidelines, and loan lifecycle processes
• Excellent written and verbal communication skills
• Strong relationship-building and client engagement skills
• Effective negotiation and closing support abilities
• High attention to detail and strong organizational skills
• Ability to present guidelines and product information in a clear, structured format
• Proficiency with CRM systems and sales enablement tools
• Ability to thrive in a fast-paced, target-driven environment
• Problem-solving mindset with a focus on client satisfaction and results
• Non-QM wholesale lending experience preferred
• Experience supporting sales teams, brokers, or third-party originators is highly desirable

Company Overview