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Account Executive, Mortgage

Truv · Remote

Location
Remote
Workplace
Remote
Level
Mid level
Posted
2 months ago

About this role

About Truv

Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data, plus automated document processing. By integrating with payroll systems and financial platforms, Truv reduces verification costs up to ~60 - 80% and offers real-time transparency and regulatory compliance. Truv is an approved verification vendor for both Fannie Mae and Freddie Mac and is backed by Kleiner Perkins.

About the Job

Selling to mortgage lenders isn't a transactional pitch; it's a consultative conversation about how verifications fit into complex origination workflows. The best AE at Truv is a product advisor first and a salesperson second.

As an Account Executive, Mortgage, you'll own the full sales cycle for mortgage prospects while earning credibility through genuine technical and operational depth. You'll balance two priorities:

  • Advise, Then Sell - Understand a lender's verification workflows well enough to design the right solution, then guide them to it.

  • Own the Number - Drive pipeline and close revenue across a defined book of mortgage accounts.

You'll work closely with Product, Solutions/Engineering, and the VP, Mortgage, to win and expand accounts.

What You'll Do:

  • Consultative, Product-Led Selling: Lead technical, operations-grounded conversations with lenders, diagnosing verification workflows and mapping Truv's platform to their needs.

  • Full-Cycle Ownership: Manage the entire sales cycle from prospecting and discovery through technical evaluation, negotiation, and close.

  • Solution Design: Partner with Product and Solutions Engineering to scope integrations (POS/LOS), pilots, and rollouts that fit each lender's stack.

  • Pipeline Generation: Build and maintain a healthy pipeline through outbound, inbound, and relationship-driven sourcing.

  • Deal Navigation: Manage complex buying committees (operations, compliance, IT, and lending executives) through to signature.

  • Expansion: Grow adoption within accounts by identifying new use cases and workflows where Truv adds value.

  • Voice of the Customer: Bring workflow and product feedback back to Product to sharpen the roadmap and positioning.

Who You Are:

  • 5+ years in B2B sales, with a strong track record selling into mortgage lenders or the broader mortgage ecosystem.

  • Genuine technical and operational depth in mortgage, fluent in origination workflows and how verifications fit in.

  • A product-advisor mindset: you win by being the most knowledgeable, helpful person in the room.

  • Experience managing complex, multi-stakeholder enterprise sales cycles.

  • Comfort with technical evaluations and integration discussions (POS/LOS, APIs, pilots).

  • Comfortable getting hands-on with the product and technical documentation (demo.truv.com, docs.truv.com) and discussing technical aspects credibly with buyers.

  • Excellent discovery, communication, and negotiation skills.

  • Consistent record of meeting or exceeding quota.

Nice to Have:

  • Prior experience at a mortgage technology, fintech, or verification company.

  • Familiarity with VOIE/VOA/VOE and GSE programs (DU/AIM).

  • Hands-on experience with major POS and LOS platforms.

  • Experience selling in an early-stage or high-growth environment.

Benefits:

  • Fully remote

  • Competitive salary and equity package

  • Health, dental, and vision insurance

  • 401(k)

  • Flexible time off

  • Work with cutting-edge technology and innovative customers

  • Opportunity to shape the future of financial data access

We are an equal-opportunity employer committed to diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.

As published by Truv. Applications are handled on their site.

Skills this posting mentions

ComplianceFull-cyclePipeline Generation

About Truv

Truv is the industry-leading consumer-permissioned data platform with unmatched coverage, compliance, and data quality. With Truv, your customers easily verify income and employment, assets, insurance, switch direct deposit and more, at 60-80% cost savings compared to traditional verification methods. We're proud to be a Freddie Mac Loan Product Advisor® asset and income modeler (AIM) provider and Fannie Mae Desktop Underwriter® (DU®) validation service provider - the only consumer-permissioned VOIE platform with both accreditations, solidifying our commitment to delivering top-notch verification services tailored for mortgage lenders, banks, and credit unions.

All 12 openings at Truv

One click, then it is written

Apply to Truv with a resume written for this role.

Queue Account Executive, Mortgage and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Truv’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

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Put this to work

Paste your career in once. Every application after that is written for you.

Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

500 free credits on sign-up. No card. Nothing is sent until you say so.

Listed from the job board Truv publishes. Refolk is not the employer and does not handle their hiring. Applications go to Truv directly.