CareerPlan

Account Executive - Lending Partnerships

Remote - United States, CanadaRemoteFull-time$123k–$170k2026-10-30 → 2026-11-10
Hybrid

Core

Account Executive driving expansion of third-party origination (TPO) business for Home Equity lines of credit (HELOC) and consumer loans by partnering with independent mortgage banks and brokers.

Role type

Senior Account Executive (Lending Partnerships)

Builds

Wholesale and correspondent lending partnerships for HELOC and consumer loan products

Domain

Financial Services / Mortgage Lending / Home Equity

Deliverable

client delivery

Required skills

Mortgage sales, 2nd lien/Home Equity product knowledge, TPO channel experience, negotiation, partnership development, market feedback

Preferred skills

5+ years experience, prior TPO AE experience, strong industry network, TPO operations understanding

Technologies

None stated

Responsibilities

Prospecting, negotiating, and closing new partnerships with IMBs and brokers; building presence across wholesale brokers and correspondent lenders; bringing on partners to generate HELOC origination volume; collaborating with marketing on outbound/inbound campaigns; attending industry conferences; handing off accounts to onboarding teams; providing market feedback to product teams.

Seniority

Mid-Senior