[Remote] Junior Account Executive (Wholesale Mortgage)

Note: The job is a remote job and is open to candidates in USA. CMG Financial is a company in the wholesale mortgage industry, and they are seeking a Junior Account Executive to support the sales team in relationship development and operational coordination. This role is designed to prepare individuals for promotion into full Account Executive positions while providing hands-on experience in sales and client engagement.ResponsibilitiesAssist Account Executives in identifying and onboarding new broker relationshipsSupport the preparation and delivery of training presentations and marketing materialsHelp facilitate broker access to systems and tools, including password setup and application guidanceProvide basic instruction on company procedures, forms, and fee structuresMaintain and update sales contact databases under supervisionMonitor broker communications and assist in distributing updates on programs and proceduresTrack pipeline activity and report findings to senior team membersShadow senior Account Executives during broker visits and virtual meetingsParticipate in internal training sessions to build product and industry knowledgeCollaborate with marketing and operations teams to ensure consistent messaging and supportSkills0–2 years of experience in mortgage banking, financial services, or sales supportStrong interest in developing a career in TPO mortgage lendingBasic proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)Excellent communication and organizational skillsWillingness to learn and adapt in a fast-paced environmentAbility to travel occasionally with senior team membersCompany OverviewCMG Financial is a well-capitalized, privately held mortgage-banking firm. It was founded in 1993, and is headquartered in San Ramon, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.cmgfi.com.



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