Role Description The main goal of the Senior Account Executive will be to partner with Brokers to submit loans and maintain their Sales pipeline. - Maintains sales contact, pipeline, and other pertinent sales activity reports and uses OptifiNow. - Works together with Operations Staff to facilitate loans from Submission to Funding. - Responsible for establishing new business, developing current business relationships, and ensuring overall client satisfaction. - Obtains approval packages for new clients when needed. - Responsible for soliciting business from mortgage entities (Open territory). - Follows up on potential clients. - Provides ongoing service support to clients. - Communicates and trains clients on GenWay’s products, policies, and procedures to ensure all loan files are complete and within guidelines. - Represents the company in a professional and enthusiastic manner by providing an exceptional level of customer service, supporting the mission statement, and adhering to core values. - Supports the organization’s goals and values, gives and welcomes feedback, and contributes to building a positive team spirit. - Additional responsibilities as management sees fit. Work Environment - This role is fully remote and performed from the employee’s home or another approved off-site location. - The company provides essential equipment such as computer, headset, and webcam. - A reliable internet connection and a quiet, professional workspace are expected. Competencies - Excellent computer skills and working knowledge of MS Office products. - Ability to communicate effectively both verbally and in writing. - Ability to organize and prioritize workload and meet deadlines. - Strong customer service skills. - Strong attention to detail and organization skills. Minimum Qualifications - 1-2 years of experience as Account Executive inside or outside sales in Wholesale lending channel. - Prior Wholesale/Non-Delegated Correspondent Account Executive experience required. - Proven track record of success in Sales. - Minimum of 3 years mortgage industry experience. Preferred Qualifications - CRM Experience – OptifiNow preferred. - Experience with Encompass. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate via oral and written communication, such as phone calls, emails, and ticketing systems. The employee frequently is required to stand, walk, use hands and fingers, and reach with hands and arms. This role may require long periods of sitting at a desk and working on a computer. The employee may occasionally be asked to pick up and/or move up to 15 pounds. Duties Disclosure The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time, with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Identify and pursue net-new logo opportunities • Own and grow key enterprise accounts • Navigate complex, multi-stakeholder sales cycles • Maintain a deep understanding of cybersecurity trends

• Manage portfolio through complete and current knowledge of client’s financial condition, management’s performance and industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards. • Manage a diverse portfolio of equipment finance clients, ensuring each relationship meets corporate standards for credit quality, profitability, and compliance. • Conduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks or opportunities within the portfolio. • Build and maintain strong relationships with clients, vendors, manufacturers, and internal partners to support deal flow and enhance customer experience. • Oversee problem loans and workout credits by developing action plans, coordinating with credit and risk teams, and guiding clients toward resolution strategies that protect portfolio performance. • Propose changes in policies and procedure to reduce costs and provide better and more efficient services. • Develop and operate within individual budget to control expenses. • Structure and underwrite changes to existing deals for management approval. • Other duties as assigned.

• Manage all aspects of an assigned portfolio of accounts • Ensure the relationships meet corporate standards for risk and financial controls • Manage portfolio through complete and current knowledge of client’s financial condition • Responsible for ensuring all advances and loans comply with loan policy • Attain an acceptable contribution to overhead and/or profit from each client arrangement • Responsible for documenting all relationships to ensure approved legal documentation • Resolve factoring and asset based lending service problems • Propose changes in policies and procedures to reduce costs • Develop and operate within individual budget to control expenses • Structure and underwrite changes to existing deals