Inside Wholesale Account Executive.

Responsibilities

• Contact, solicit and make presentations to brokers regarding various loan offerings available through the company
• Obtain commitments from brokers to enter broker-wholesale lending arrangements with the company
• Solicit broker loan submissions, and with operations, help broker close and fund these loans
• Help the broker manage their loan submission and rate lock pull through percentages
• Avoid and address performance issues as they arise
• Complete “contact” reports, customer relationship management data and any other reports or data collection required by the Account Executives’ leader or by the company
• Share scorecards or other “report cards” that summarize performance trends and identify strengths and opportunities to improve results

Qualifications

• Direct business to business selling (mortgage industry a plus)
• Understand and comply with the rules and regulations associated with real estate transactions and the mortgage process
• Well-versed in cold calling techniques and servicing established accounts
• Strong interpersonal skills with an extreme passion for client service
• Proficient in the Microsoft Office suite
• Organized, disciplined, and accountable for results
• Excellent written, verbal and visual/presentation communication skills