Jobs · Sales · California

Account Executive

Kind Lending | NMLS #3925 · Irvine, CA · 2 wk ago
SalesFull-time

Responsibilities

  • Solicit and Develop a prospective B2B client pipeline
  • Develop tactical strategies and sales disciplines to maximize production opportunity within designated territory
  • Manage pipeline / maintain acceptable performance metrics as determined by Kind Lending
  • Disciplined relationship management of approved accounts with a focus on account activity, wallet share, and market-share metrics
  • Drive improvements/efficiencies with Clients
  • Develop production forecasts and marketing/business plans outlined with relevant strategies
  • Engage with Client and Prospective Client database through multiple markets including Phone, Email, Direct Marketing, Social Media tools
  • Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly
  • Communicate / Develop relationships with Operations / Fulfillment team members
  • Provide market intelligence
  • Have fluency of industry knowledge and enhance your expertise through training, industry publications, lending bulletins
  • Conduct group presentations over phone/video to present our process, product, and technology platforms
  • Provide excellent service through disciplined follow-up and guidance to our Broker Partners

Qualifications

  • Minimum 5 years recent experience as an Account Executive
  • Proven production history and established broker base
  • Strong knowledge in "A" Paper
  • Knowledge of FNMA/FHLMC and FHA/VA programs
  • Excellent networking and negotiation skills
  • Excellent verbal, written, and interpersonal communications skills
  • Must be detail-oriented, organized, and disciplined
  • Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment
  • Ability to work remotely to establish, maintain and grow relationships, face to face if local over the phone, email, or other electronic forums

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