Wholesale Mortgage Account Executive
Job Description
The Account Executive must have current market place presence and show the ability to sell and create relationships within the current lending environment.
Essential Duties and Responsibilities
o Identifies and develops new relationships with appropriate customers that meet company goals and objectives. o Develops and presents formal training presentations. o Secures passwords for all appropriate users of new accounts. o Facilitates instruction of online broker applications, operations procedures, applicable forms and fees. o Empowers brokers to be self sufficient by utilizing company process and procedures in submitting loans. o Maintains sales contact database and sends weekly correspondence on programs and procedures. o Maintains existing and builds new relationships with Brokers. o Maintains regular communication with the broker(s) and informs brokers of changes and enhancements in processes and procedures. o Develops communication and marketing material for brokers with consistent branding and corporate approval. o Maintains pipeline reports for customer base. o Monitors expiring rate locks for customer base. o Monitors pull through reports for assigned customer base and provides continual coaching for acceptable performance. o Manages customer base to assure profitable production with regular coaching to customers to use the technology, understand pricing, fees and rate lock policies and realize the additional value the operations team brings. o Develops marketing ideas and plan for continued increase in volume.
Preferred Qualifications
o Two (2) to five (5) years wholesale mortgage banking o Excellent presentation skills, both formal and informal; experience with presentation software such as PowerPoint preferred. experience. o Must possess excellent problem-solving and interpersonal skills. o Solid organizational skills. o Superior verbal and written communication skills. o Proficient in Microsoft Word, Excel, Outlook etc. o Strong ability to excel within an ever changing environmentEstimated Salary: $20 to $28 per hour based on qualifications.
The Account Executive must have current market place presence and show the ability to sell and create relationships within the current lending environment.
Essential Duties and Responsibilities
o Identifies and develops new relationships with appropriate customers that meet company goals and objectives. o Develops and presents formal training presentations. o Secures passwords for all appropriate users of new accounts. o Facilitates instruction of online broker applications, operations procedures, applicable forms and fees. o Empowers brokers to be self sufficient by utilizing company process and procedures in submitting loans. o Maintains sales contact database and sends weekly correspondence on programs and procedures. o Maintains existing and builds new relationships with Brokers. o Maintains regular communication with the broker(s) and informs brokers of changes and enhancements in processes and procedures. o Develops communication and marketing material for brokers with consistent branding and corporate approval. o Maintains pipeline reports for customer base. o Monitors expiring rate locks for customer base. o Monitors pull through reports for assigned customer base and provides continual coaching for acceptable performance. o Manages customer base to assure profitable production with regular coaching to customers to use the technology, understand pricing, fees and rate lock policies and realize the additional value the operations team brings. o Develops marketing ideas and plan for continued increase in volume.
Preferred Qualifications
o Two (2) to five (5) years wholesale mortgage banking o Excellent presentation skills, both formal and informal; experience with presentation software such as PowerPoint preferred. experience. o Must possess excellent problem-solving and interpersonal skills. o Solid organizational skills. o Superior verbal and written communication skills. o Proficient in Microsoft Word, Excel, Outlook etc. o Strong ability to excel within an ever changing environmentEstimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
