Job Description
Job Description
Job Summary
Wholesale Account Executives are responsible for recruiting and maintaining wholesale and correspondent relationships with mortgage brokers, community banks, and credit unions. This role educates and assists loan officers in the generation and set-up of loans.
Job Duties
Develop and maintain relationships with mortgage brokers, community banks, and credit unions to ultimately secure agreements for
correspondent/Third
Party Originator (TPO) partnerships
Assist in teaching originators focused on traditional and reverse mortgage business how to identify and originate mortgage products
Train Loan Officers how to navigate their database and educate their business-to-business (B2B) partners to solicit loans
Identify and on-board new wholesale and correspondent relationships
Assist in all aspects of setting up the loan and working with the LAM to provide status updates to partners
Maintain contact with approved brokers, community banks, and credit unions.
Competencies
Customer Service - Understands and maintains client needs and relationships, internal and external, as the primary driver of work goals and activities. Values and earns customer trust and respect through meeting and exceeding client expectations
Communication - Clearly conveys information and ideas through a variety of media - written, verbal and digital - to individuals and groups in a manner that engages the audience and helps them understand and retain the message. Demonstrates high level of professionalism
Technical Capacity - picks up on technical things quickly and is able to learn new skills and knowledge; is good at learning new products and companies
Organization Skills - Obtains excellent organizational abilities that benefit the workflow of this role
Sales Skills - actively listens, knows their product, upsells and cross sells where appropriate, manages time effectively, has marketing and industry insight, is adept at prospecting.
Supervisory Responsibilities
This position does not have supervisory responsibilities.
Work Environment
This role operates in a professional, yet flexible, work environment with the possibility of occasional travel. This role will require the use of standard office equipment such as computers, phones, headsets, photocopy machines, fax machines, etc.
Minimum Qualifications
High School diploma or equivalent
Experience using Google product suite
4 (+) years of mortgage industry experience
2 (+) years sales experience
1 (+) years experience in account management
Experience with pipeline management
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