Centralized Account Executive
Primary Function
The Centralized Account Executives markets wholesale and correspondent products and services to prospective brokers/bankers through leads and centralized telemarketing channels. In addition, the Centralized Account Exec-DTB manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.
Principal Duties
- Formulate and establish funding projections/goals in conjunction with Wholesale leadership to align with Wholesale and Correspondent loan production, quality, and volume targets
- Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process through inbound and outbound calls
- Uses company provided leads and marketing resources to meet minimum volume goals
- Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list
- Conducts online presentations at broker offices to promote the Company’s Value Proposition and present our process, product and technology platforms
- Serves as subject matter expert on company policies, procedures, products and technology
- Collaborates with loan operations team to manage active pipeline
- Escalates second reviews to appropriate Operations/Underwriting leadership
- Establishes communication protocol with Client Relations Managers to optimize service delivery
- Affords assistance to clients with lock reconciliation, extensions and exceptions
- Ensures that clients understand the Company’s loan processing, underwriting and closing processes
Education And Experience Requirements
Graduation from a 4-year college or university with major coursework in a related discipline; Equivalent job/education experience will be considered. 4+ years of experience in sales and/or real estate. 2+ years of mortgage sales, including Government and Conventional products, i.e.: FHA, VA, FNMA, and FHLMC and related guidelines.
Knowledge, Skill, and Ability Requirements
- Knowledge of local real estate market
- Working knowledge of investor guidelines, underwriting policies and loan products
Additional Information
While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
Company Benefits
We offer benefits, programs, and perks that support you in every aspect of your life. Medical, dental, and vision insurance, Health Savings Account with employer contribution, 401(k) Retirement plan with employer match, Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave, Adoption Assistance, Tuition & Certification reimbursement, Employee Mortgage Loan Program, The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships, Newrez NOW Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference. 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception), Matching Gifts Program - dollar-for-dollar up to $1,000, Access to grants, nonprofit resources, and volunteer opportunities, More than $6,000,000 donated since 2020, 1 in 5 employees participates in at least one Employee Resource Group (ERG)
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
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