Account Executive

Overview

• Work remotely as an Account Executive, focusing on outbound calls and inbound leads for mortgage loan origination.
• Build and manage relationships with brokers, realtors, and investors to grow a portfolio of non-QM investor residential loans.
• Analyze loan markets and develop referral networks to identify prospects for loans.
• Educate customers on loan products and guide them through the application process.
• Collaborate with management to meet funding goals and project closed loan volumes.
• Ensure exceptional customer experience through strategic tools and analysis.
• Participate in self-development and training programs to stay updated on products and regulations.
• Contribute to a collaborative work environment while maintaining a positive attitude.

Key Responsibilities & Duties

• Originate mortgage loans by developing relationships with brokers, realtors, and investors.
• Manage a pipeline of prospects and oversee referral payments processing.
• Educate customers on loan products and assist in selecting suitable options.
• Analyze recorded calls to enhance customer experience and sales strategies.
• Collaborate with team members to develop respectful internal relationships.
• Maintain knowledge of sales processes, product offerings, and regulatory changes.
• Engage in strategic planning to meet and exceed funding targets.
• Participate in advertising and lead distribution processes for referral sources.

Job Requirements

• Minimum of 2 years of sales experience, preferably in mortgage loan originations.
• High school diploma or GED equivalent; Bachelor’s degree preferred.
• Proficiency in Microsoft Office Suite and standard office equipment.
• Strong analytical skills to assess financial information and customer needs.
• Self-starter with a goal-oriented and motivated approach to work.
• Ability to handle multiple tasks effectively in a remote work environment.
• Experience in developing referral networks and managing client relationships.
• Commitment to continuous learning and professional development.