Senior Mortgage Account Executive Job at Knock

Senior Technical Account Manager

We are seeking a Technical Enterprise Account Manager to serve as a trusted advi...

Location

United States , Miami

Salary:

140000.00 - 190000.00 USD / Year

Truv

Expiration Date

Until further notice

Requirements

5+ years of experience in technical customer success, solutions engineering, or similar customer-facing technical role within B2B SaaS, Mortgage, or Lending
Proven track record at early-stage startups (50-200 employees)
Minimum 5 year tenure in previous positions, demonstrating stability and impact
Strong technical background with understanding of APIs, integrations, data workflows, and enterprise software architecture
Enterprise account management or customer management experience essential
Strong analytical and problem-solving capabilities
Outstanding communication skills with ability to explain technical concepts to various audiences
Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience)

Job Responsibility

Own the technical relationship with assigned enterprise accounts post-sales, serving as the primary point of contact for technical implementation, integration, and optimization
Develop and execute technical account plans that align our solutions with customers' business objectives and technical environment
Lead client onboarding, solution design, implementation, and integration projects, collaborating with customers' technical teams and internal engineering resources
Create and deliver training programs for customer teams
Proactively identify and resolve technical challenges before they impact customer satisfaction. Conduct review sessions and health checks to ensure optimal platform utilization
Monitor customer technical metrics and usage patterns to identify opportunities for expanded adoption
Partner with Product and Engineering teams to advocate for customer needs and provide market feedback
Document best practices and contribute to internal knowledge base
Guide customers through platform updates, new feature releases, and technical changes

What we offer

Competitive salary and equity package
Fully Remote
Health, dental, and vision benefits
401(k)
Flexible time off
Regular team events and collaboration opportunities
Work with cutting-edge technology and innovative customers
Learn from experienced leadership team from top tech companies
High-impact role with clear growth trajectory
Opportunity to shape the future of financial data access

Fulltime

New

Mortgage Wholesale Account Executive

We are on the hunt for a sales-driven, partner-obsessed Mortgage Wholesale Accou...

Location

United States

Salary:

95000.00 - 100000.00 USD / Year

Knock

Expiration Date

March 31, 2026

Requirements

Active, working pipeline of mortgage lenders and brokers, excluding real estate–only referral relationships, that can immediately generate business
Proven, measurable success in meeting or exceeding wholesale sales targets
Creative and strategic thinker with a passion for growing partnerships and improving partner experiences
Excellent communication, presentation, and interpersonal skills with the ability to confidently engage senior stakeholders
Performance-driven mindset with a focus on long-term partner success
Team-oriented attitude with a passion for supporting and uplifting others
Receptive to coaching and open to giving/receiving constructive feedback
Ability to thrive in a fast-paced, ever-changing environment while managing multiple priorities
A deep belief in fostering inclusive, equitable practices that reflect Knock’s core values
Proven success in a fully remote, distributed team environment

Job Responsibility

Activate and expand your existing lender and mortgage broker pipeline to generate immediate loan application volume
Consistently meet or exceed monthly goals for driving new business in your assigned territory
Execute scalable outbound strategies to grow adoption across lenders and broker partners
Manage a growing portfolio of strategic accounts
nurture relationships to deepen engagement and increase application volume
Achieve a minimum of 70 loan applications per month through outreach, education, and partner enablement
Host recurring meetings, training sessions, and workshops with lender and broker partners to communicate product updates, review performance, and drive adoption
Collaborate cross-functionally with internal teams (marketing, operations, product, and support) to ensure a seamless experience for our partners and their customers
Lead strategic initiatives to grow top-of-funnel activity and drive repeat applications
Track, analyze, and report on key performance metrics including partnerships, leads, pipeline growth, and loan applications

What we offer

Remote-First Flexibility: Work from anywhere in the U.S.
Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment
Flexible Paid Time Off for full time employees
Paid parental leave for all full time employees: 12 weeks paid parental leave for the birthing parent, 6 weeks paid parental leave for the non-birthing parent
One thousand annually for professional development
Life, AD&D and Disability insurance for full time employees
401K (noncontributory by Knock) for all employees
$75 monthly allowance for health & wellness
Up to $400 monthly for a co-working space for eligible employees
$100 monthly allowance for home internet, mobile phone or other communication devices

Fulltime

New

Mortgage Account Executive

We are seeking a sales-driven, partner-obsessed Account Executive to join our hi...

Location

United States

Salary:

55000.00 - 60000.00 USD / Year

Knock

Expiration Date

March 31, 2026

Requirements

Recent lending experience or an active NMLS license required
Recent experience working directly with lenders
Experience in SaaS sales is a strong plus
Ability to execute cold outbound outreach and build a healthy sales pipeline
Proven, measurable success in meeting or exceeding sales targets
Creative and strategic thinker with a passion for growing partnerships and improving partner experiences
Excellent communication, presentation, and interpersonal skills with the ability to confidently engage senior stakeholders
Performance-driven mindset with a focus on partner success
Team-oriented attitude with a passion for supporting and uplifting others
Receptive to coaching and open to giving/receiving constructive feedback

Job Responsibility

Execute outbound cold outreach to generate interest and convert prospects into active lending partners that drive loan applications
Host regular meetings and training sessions with loan officers, team leads, branch managers, and agents to share updates, review performance, and optimize use of Knock’s offerings
Consistently meet or exceed monthly goals for driving new business within an assigned territory
Partner primarily with retail lending partners to drive new loan applications for Knock
Lead operational and strategic initiatives that grow top-of-funnel activity and drive both new and repeat applications
Achieve monthly loan application sales targets, with a minimum expectation of 70 applications per month
Collaborate cross-functionally with internal teams to deliver a seamless experience for our partners and their customers
Track, analyze, and report on key performance metrics including outreach activity, partnerships, leads, and loan applications
Champion collaboration and foster a positive, team-oriented work environment

What we offer

Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment
Flexible Paid Time Off for full time employees
Paid parental leave for all full time employees: 12 weeks for the birthing parent, 6 weeks for the non-birthing parent
One thousand annually for professional development
Life, AD&D and Disability insurance for full time employees
401K (noncontributory by Knock) for all employees
$75 monthly allowance for health & wellness
Up to $400 monthly for a co-working space for eligible employees
$100 monthly allowance for home internet, mobile phone or other communication devices
$2,500 referral bonus for eligible employees

Fulltime

Specialist Customer Care - Intermediary Mortgage Expert

Join us as a Specialist Customer Care – Intermediary Mortgage Expert within Barc...

Location

United Kingdom , Liverpool

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven experience delivering excellent customer service in a telephony-based environment
Effective stakeholder management skills, with the ability to build relationships and set clear expectations
Excellent operational efficiency with the ability to confidently multitask and manage competing priorities

Job Responsibility

Provision of customer service through various communication channels including chat, email and phone
Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case
Collaboration with teams across the bank to align and integrate customer care processes
Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas
Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations
Resolution of specific customer inquiries and issues related to the bank’s products and service, including account balances, transactions and payments
Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness

What we offer

modern workspaces, collaborative areas, and state-of-the-art meeting rooms
wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
supportive and inclusive culture and environment
flexible working arrangements
hybrid working

Fulltime

Specialist Customer Care - Intermediary Mortgage Expert

Join us as a Specialist Customer Care – Intermediary Mortgage Expert within Barc...

Location

United Kingdom , Sunderland

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven experience delivering excellent customer service in a telephony-based environment
Effective stakeholder management skills, with the ability to build relationships and set clear expectations
Excellent operational efficiency with the ability to confidently multitask and manage competing priorities

Job Responsibility

Provision of customer service through various communication channels including chat, email and phone
Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case
Collaboration with teams across the bank to align and integrate customer care processes
Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas
Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations
Resolution of specific customer inquiries and issues related to the bank’s products and service, including account balances, transactions and payments
Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness

What we offer

modern workspaces, collaborative areas, and state-of-the-art meeting rooms
wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
supportive and inclusive culture and environment
flexible working arrangements
hybrid working

Fulltime

Specialist Customer Care Support

Step into the role of Specialist Customer Care Support at Barclays, where you'll...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Experience of working in a customer facing service environment
Knowledge of Lending Operations, Collateral & Mortgage
Responsible for providing loans for business
A demonstrated ability to take ownership of projects and to lead them independently to successful conclusions
Good Communication Skills
Should have prior experience in Backoffice role (non-voice)
Flexibility in hours of work and ability to work changing shifts patterns
key essential skills relevant to succeed in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills

Job Responsibility

Support the provision of customer service through various communication channels including chat, email and phone
Support the execution of customer service requirements to resolve more complex customer needs, requests and enquires
Collaboration with teams across the bank to align and integrate customer care processes
Identification of areas for improvement and providing recommendations for change in customer care processes, by providing feedback and coaching for colleagues on these highlighted areas
Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations
Resolution of customer inquiries and issues related to the bank’s products and services, including account balances, transactions and payments
Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness

What we offer

Hybrid working
structured approach to hybrid working
supportive and inclusive culture and environment
flexible working arrangements
opportunity to embrace mobility

Fulltime

Senior Associate - Internal Audit

CNM LLP is searching for a Senior Associate to join the high performing Internal...

Location

United States , Los Angeles

Salary:

100000.00 - 115000.00 USD / Year

CNM LLP

Expiration Date

Until further notice

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm, professional services firm, or financial institution with emphasis on risk and compliance and Internal Audit
Experience with subject matter related to financial service/banking products, services, lines of business, regulations, and environments, with emphasis on any engagements performed for regional, super regional or large global banks
Foundational knowledge of banking terminology, regulators, risks and controls, with experience applying them in comprehensive, risk-based internal audits
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

Job Responsibility

Partner with high energy, high performing project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment companies
Consult and advise key stakeholders on various aspects of their governance, risk and controls programs
Create process narratives, identifying key controls, and conclude on the design of identified controls
Perform operating effectiveness testing by selecting samples and testing attributes
Present results to key constituents and stakeholders, including process owners, internal audit directors, and members of executive management
Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on-the-job feedback, performance evaluations, mentoring, and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

What we offer

Training events to ensure CPE compliance
Medical, Dental, Vision Plans
401(k) match
PTO: 15 days accrued per year
Company paid holidays, including company shutdown the week between Christmas and New Years
3 wellness days
Various opportunities for peer engagement: quarterly huddles, happy hours, summer and a holiday party
Monthly mobile reimbursement- $80
Reimbursement allowances: flex, technology, and health and wellness
Fully stocked kitchen

Fulltime

Senior Associate - Internal Audit

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

CNM LLP

Expiration Date

Until further notice

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm, professional services firm, or financial institution with emphasis on risk and compliance and Internal Audit
Experience with subject matter related to financial service/banking products, services, lines of business, regulations, and environments, with emphasis on any engagements performed for regional, super regional or large global banks
Foundational knowledge of banking terminology, regulators, risks and controls, with experience applying them in comprehensive, risk-based internal audits.
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

Job Responsibility

Partner with high energy, high performing project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment companies
Consult and advise key stakeholders on various aspects of their governance, risk and controls programs
Create process narratives, identifying key controls, and conclude on the design of identified controls
Perform operating effectiveness testing by selecting samples and testing attributes
Present results to key constituents and stakeholders, including process owners, internal audit directors, and members of executive management
Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on-the-job feedback, performance evaluations, mentoring, and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

Fulltime

Senior Mortgage Account Executive

Knock

Location:
United States

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 19, 2026

Expiration:
March 31, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Senior Mortgage Account Executive

Knock

Location:United States

Category:Sales

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 19, 2026

Expiration:March 31, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
United States

Category:
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Contract Type:
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Job Posted:
January 19, 2026

Expiration:
March 31, 2026