Wholesale Mortgage Account Executive
American Heritage Lending, LLC · Irvine, CA · 37 mo ago
On-siteBusiness DevelopmentFull-time
Responsibilities
- Help new brokers with American Heritage (AHL) approval to conduct business with AHL.
- Educate mortgage brokers with loan products, pricing, and point of contact, and be the one who communicates with prospective/existing brokers.
- Speak and correspond with accounts on a daily to ensure their utmost satisfaction.
- Train mortgage brokers on loan submission and AHL processes.
- Sets expectations for brokers on understanding the loan process including submission, processing, underwriting, closing, and funding.
- Aids in resolving broker questions/or concerns without overpromising expectations.
- Communicate and work with AHL Account Managers as necessary to ensure desired production results.
- Manage broker performance and communicate results with AHL Leadership.
- Continue and participate with training brokers and stay in connection with the AHL process and guidelines.
Requirements
- Minimum of 1+ years experience in wholesale mortgage lending sales experience preferred.
- Ability to conduct and attend web meetings and conference calls including presentations.
- Basic knowledge of Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip.
- Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs.
- Perficient with Encompass/LON.
- Able to attend trade shows & seminars as needed.
Benefits
- 401K with company match.
- Comprehensive benefits package including Medical/Dental/Vision/Basic Life.
- Aggressive salary benefits.
- Strong management and training support.