Senior Account Executive
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Job Summary
Partnering with Brokers to submit loans and maintain their sales pipeline, the full-time Senior Account Executive will manage client relationships, facilitate loan processes, and provide exceptional customer service in a fully remote environment.
Key responsibilities
- Maintain sales contact and pipeline reports while collaborating with Operations Staff to facilitate loans from Submission to Funding
- Establish new business and develop current relationships, ensuring overall client satisfaction and soliciting business from mortgage entities
- Communicate and train clients on products, policies, and procedures to ensure loan files are complete and compliant with guidelines
Required qualifications
- 1-2 years of experience as an Account Executive in the Wholesale lending channel
- Prior Wholesale/Non-Delegated Correspondent Account Executive experience required
- Proven track record of success in sales
- Minimum of 3 years of mortgage industry experience
- Familiarity with CRM systems, preferably OptifiNow
Complete Job Description
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