Account Manager

• Actively recruit and grow relationships with banks, credit unions, builders and savings & loan organizations to develop new wholesale business.
• Identify and engage new sales opportunities through research, networking, and outreach (calls, emails, LinkedIn).
• Build strong relationships with target organizations to promote Equity’s services and drive mortgage loan referrals.
• Meet with prospects to showcase Equity’s value and use a consultative approach to align their needs with our services.
• Meet or exceed monthly performance metrics, including closed deals, qualified leads, new contacts, and maintain a consistent cadence of calls, contacts, and meetings.
• Generate and support leads through outbound activity and inbound efforts (e.g., webinars or creating content).
• Build and manage client relationships throughout the sales lifecycle, including onboarding and strategic growth.
• Collaborate with internal teams to ensure client needs are met and partnerships are maintained and growing once onboarded.
• Represent Equity in the local community through active involvement and promotion of our products and services.
• Support the Company’s strong relationship of “raving fan service” culture through on-going customer contact, quality customer service, and superior product knowledge.
• Adhere to all Federal and State regulations, as well as the code of ethics outlined by Equity Resources, Inc.
• Participate in company meetings and perform other duties as assigned.

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