Account Representative

World Business Lenders, LLC

. Develop relationships with residential mortgage brokers and other referral sources .

Posted 9/19/2026full-timeSavannah • Tennessee • United StatesJuniorMid-Level💰 $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in residential mortgage lending, broker relationship management, and sales pipeline tracking. Proven ability to develop and maintain productive relationships with mortgage brokers and referral partners while achieving business development goals.

Highest-signal resume keywords

Residential Mortgage Broker Industry ExperienceSales Pipeline ManagementBroker Relationship DevelopmentLoan Origination Process KnowledgeMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

SalesAccount ManagementBusiness DevelopmentResidential Mortgage Lending KnowledgeBroker Workflows UnderstandingReferral-Based SalesPipeline TrackingLoan Eligibility RequirementsMarket DevelopmentSales Activity Tracking

Soft Skills

Excellent Communication SkillsRelationship-Building AbilitiesSelf-MotivationProblem-SolvingCustomer-Focused

Tools & Technologies

CRM SystemsMicrosoft ExcelMicrosoft OutlookMicrosoft Word

Industry Keywords

Residential MortgageBroker RelationshipsReferral PartnersNashville MarketSavannah MarketLoan ProgramsSales ProceduresCompliance Requirements

About the role

Key responsibilities & impact

Develop relationships with residential mortgage brokers and other referral sources
Conduct consistent outbound prospecting and follow-up within the assigned market
Educate partners and prospective borrowers on BNB Cashout's loan program and eligibility requirements
Maintain regular communication and build long-term, productive relationships
Identify and pursue new business opportunities in Nashville and Savannah
Expand BNB Cashout's broker, investor, and referral network
Represent BNB Cashout professionally in meetings, calls, and local market activities
Drive qualified applications, funded deals, and production volume
Manage opportunities from initial outreach through application, underwriting coordination, and closing
Track pipeline activity, partner engagement, and production metrics
Follow up consistently on open opportunities and outstanding items
Provide regular pipeline and market updates to leadership
Maintain accurate and timely activity, contact, and opportunity records in company systems
Follow company policies, sales procedures, and applicable compliance requirements
Collaborate with internal teams to support a smooth partner and borrower experience
Develop business within the Nashville and Savannah markets
Build and maintain relationships with residential mortgage brokers, referral partners, and rental property investors
Generate qualified opportunities and manage an active sales pipeline
Help expand BNB Cashout's presence in the assigned market
Work typically from 9:00 AM to 6:00 PM Eastern Time, Monday through Friday, with additional hours as business needs require

Requirements

What you’ll need

Bachelor's degree preferred or equivalent professional experience
Residential mortgage broker industry experience required
Minimum 2 years of sales, account management, or business development experience within the residential mortgage brokerage industry
Strong knowledge of residential mortgage lending, broker relationships, and referral-based sales
Proven track record of achieving sales and business development goals
Experience developing and managing broker, business, or referral relationships
Ability to work independently, manage priorities, and maintain consistent follow-up
Stable, reliable internet connection
Professional and dedicated remote working environment
Strong understanding of residential mortgage products, broker workflows, and referral relationships
Knowledge of loan origination processes and relationship management
Proficiency with Microsoft Office (Excel, Outlook, Word) and CRM systems
Ability to track sales activity, partner engagement, and pipeline performance
Excellent communication skills
Strong relationship-building abilities
Responsive and customer-focused
Self-motivation and accountability
Strategic prospecting and market development
Results-oriented mindset
Problem-solving and decision-making
Submit your CV in English

Benefits

Comp & perks

Eligibility to earn commission
Medical coverage
Dental coverage
Vision coverage
Life coverage
Disability coverage
401(k) with company match
Paid holidays
Paid time off (PTO)