Account Executive

Date: May 23, 2023

Location: Atlanta, GA, US, 30328

Company: United Bank

Job Description

Wholesales / Correspondent Account Executive for Crescent Mortgage Company (CMC) responsibilities include but are not limited to developing and managing a regional territory. The primary objective being that of increasing market share (both value and volume) through new and existing partner relationships.

JOB FUNCTIONS AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Identify, solicit, pre-qualify and on-board potential new lending partners with CMC
  • Educate partners on CMC services and value propositions to help find solutions to fit their business needs
  • Travel and spend more than 50% of the time in the field networking with banks, credit unions, and mortgage brokers / lenders
  • Attend trade shows and other conferences as approved by management to be a brand ambassador for CMC
  • Train banks, credit unions, and lenders / brokers on CMC processes
  • Interact with existing partners to build and maintain strong business relationships
  • Help partners analyze their business model and add value by assisting them in developing innovative solutions
  • Maintain active communication with the secondary and operations teams at CMC concerning partner needs
  • Create increased partner contacts by continuously prospecting for new partners using all available methodologies (e.g. cold-call, in-person, technology based)
  • Maintain customer interactions and progress to aid in account level reporting to Senior Management
  • Attend all sales functions as directed by the CMC Management; including but not limited to orientations, trainings, and other sales/strategic meetings
  • Continually build on existing knowledge of the mortgage lending industries
  • Become proficient in the ongoing use of proprietary and industry software used by CMC


To perform this job successfully, an individual must have the following education and/or experience:

  • High School Diploma/GED or equivalent military equivalent
  • Minimum two years of wholesale / correspondent sales experience required in the capacity as an Account Executive or similar related mortgage experience
  • Proficiency in MS Office programs, specifically PowerPoint, Word, Excel and Outlook
  • Must pass the Company’s Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable.
  • Valid driver license required for client visits. If driving own vehicle (mileage reimbursement), insurance must be current

Company Profile

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.

Nearest Major Market: Atlanta

Job Segment: Mortgage, Brand Ambassador, Account Executive, Finance, Marketing, Sales