Note: The job is a remote job and is open to candidates in USA. Splitero is a company focused on revolutionizing the real estate industry by providing innovative solutions for homeowners to access their home equity. The Account Executive will play a crucial role in growing Splitero's Wholesale channel by managing relationships with mortgage broker partners and ensuring a seamless partner experience through education and support.
Responsibilities
- Manage and grow an assigned portfolio of mortgage broker partners, serving as their primary point of contact
- Build strong relationships with broker owners, branch managers, and Loan Officers to increase engagement and long-term adoption
- Conduct product demonstrations, onboarding sessions, and training for new broker partners and Loan Officers
- Become a trusted expert on Splitero's Home Equity Investment (HEI) product, providing guidance on product positioning, scenarios, and best practices
- Collaborate with Legal to complete partner onboarding and due diligence for new broker relationships
- Drive Loan Officer adoption by identifying growth opportunities within existing partner organizations
- Partner with broker leadership to develop business plans that increase application volume and funded transactions
- Collaborate closely with Processors and Closers to ensure a smooth and efficient origination process, guiding Loan Officers from application through funding
- Maintain an accurate Salesforce pipeline, partner activity, forecasting, and reporting
- Deliver a white-glove experience through proactive communication, responsive support, and ongoing partner education that drives repeat business
Skills
- 3+ years of experience in mortgage or real estate sales
- Previous Salesforce experience
- Demonstrated ability to take initiative, work independently, and proactively identify and solve problems
- Polished communication skills; the ability to collaborate internally and externally with professionalism, tact, and speed
- Commitment to providing a white-glove experience for broker partners
- Exceptional interpersonal and relationship-building skills
- Adaptability: Embraces changing circumstances with resiliency and positivity
- Team-Oriented: Prioritizes collaboration, inclusivity, and teammate support
- Active NMLS license, or the ability to be licensed within 90 days after starting
- Demonstrated ability to manage multiple tasks with extreme attention to detail and meet deadlines
- Ability to work 8am-5pm PST
- Dealer/broker channel preferred
Benefits
- Fully Remote Team - Our remote-first culture allows us to hire the best people, regardless of location.
- OneTeam Culture - transparency, innovation, inclusivity; every voice is heard and every team member is valued.
- Generous Resources - in addition to a solid tech stack, and access to any WeWork location, you will receive a monthly cell and internet stipend.
- Premium Healthcare - comprehensive healthcare plans for you and your family, eligible for on their first day.
- Flexible PTO and Parental Leave - generous PTO; parental leave policy allowing you to welcome your new addition without worry.
Company Overview