Account Executive (Remote)
Company Description
A. G. Edwards Mortgage, LLC is a banking and mortgage company headquartered in Minneapolis, Minnesota, serving clients across the United States. The organization focuses on providing residential mortgage products and services, supporting individuals and families in achieving homeownership and refinancing goals. Team members work closely with borrowers and partners to deliver reliable, compliant, and customer-focused lending solutions. The company values professionalism, integrity, and strong relationship-building within the financial services industry. Role Description This is a full-time remote Account Executive role responsible for originating and managing mortgage loan business. The Account Executive builds and maintains relationships with borrowers, real estate professionals, and other referral partners, guiding them through the loan process from initial contact to closing. Daily tasks include prospecting for new business, conducting needs assessments, presenting suitable loan options, and ensuring accurate documentation and timely follow-up. The role also involves collaborating with underwriting and operations teams, monitoring pipeline status, and meeting production, quality, and compliance targets. This position requires strong communication, organization, and sales skills, as well as comfort working independently in a remote environment.
Qualifications
Experience in mortgage lending, banking, or financial services, preferably in an Account Executive or loan origination role. Proficiency in consultative sales, relationship management, and client service within a fast-paced, results-driven environment. Ability to understand and explain mortgage products, rates, and lending guidelines while maintaining regulatory and compliance standards. Strong organizational, time-management, and follow-up skills, with the ability to manage a remote workload and active loan pipeline. Comfort using CRM systems, loan origination platforms, and standard office software for communication and documentation. Effective verbal and written communication skills, with the ability to collaborate across teams and interact with diverse clients and partners. High level of integrity, attention to detail, and commitment to ethical lending practices. Relevant state licensing for mortgage origination (or willingness to obtain), and a high school diploma or equivalent; a college degree in business, finance, or a related field is preferred.