Account Executive - BDL Sales

Requisition ID
Position Type
Sales & Customer Service
Bachelor's Degree
Years of Experience


Cultivate new and grow existing PennyMac Broker (wholesale) relationships and drive growth in the broker (wholesale) channel.  Account Executive responsibilities include building and maintaining relationships with Mortgage Brokers, Community Banks and Credit Unions for PennyMac Broker Direct Channel.  Grow and manage a successful book of business with broker clients.   Serve as subject matter expert, answering all account questions regarding pricing, loan information, PennyMac products, and broker channel technology to ensure a positive customer experience for clients.

Job Description

  • Cultivate relationships with prospective accounts and manage all business opportunities with assigned accounts and contacts
  • Operate as a key point of contact for Brokers, Community Banks and Credit Unions
  • Meet loan production goals through proactive and responsive telephone presentations and pipeline management activities
  • Source new brokers on an ongoing basis through PennyMac sales and contact pipeline (CRM) 
  • Counsel new and existing clients on mortgage loan solutions  
  • Facilitate instruction of online broker applications and see through to approval
  • Build and maintain strong relationships with premier mortgage brokers
  • Provide client support for products and pricing to provide the best loan solution for their customers
  • Facilitate broker submissions of loan packages
  • Manage pipeline and meet or exceed production goals
  • Monitor ongoing performance of brokers
  • Perform other related duties as required and assigned
  • Demonstrate behaviors which are aligned with the organization’s desired culture and values

Ideal Candidate will have the following:

  • Some experience in mortgage, banking, financial services or related field strongly preferred
  • Prior sales experience in financial services is a plus
  • Demonstrated competency in meeting customer service standards
  • Great phone presence
  • Aptitude for learning
  • Ability to work in a dynamic and fast paced environment  
  • Ability to work both independently and as a team player
  • Passion, great communication skills, self-motivation, positive attitude and competitive spirit
  • Strong oral and written communication skills
  • Strong presentation and sales skills with the ability to apply them via telephone
  • Strong organization skills
  • Ability to multi task
  • PC proficiency, with knowledge of MS Office tools, loan origination software and loan servicing software
  • Knowledge of Salesforce CRM a plus

Years of Experience:



Bachelor's Degree


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