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Whole
Sale Account Executive (EAST BAY) - Submit
Resume
PURPOSE:
The Account Executive is the primary manager of our relationships
with our customers. This includes the prospecting and development
of high potential accounts into strong relationships with Company.
The Account Executive is also the customer's primary source of communication
and support involving all aspects of the relationship with a heavy
emphasis on individual loan file issues, loan program information
and technology training and support.
ESSENTIAL
ACCOUNTABILITIES:
• Account Development : Identify and develop customers with
high potential given Company product line, technology and service
capabilities. Drive high profit product line, repeat business and
pull rates in excess of 50%. (30%)
• Product : Develop and maintain thorough product knowledge.
Educate brokers on Company product line and how to use Company product
line to provide product solutions to realtors and borrowers. (20%)
• Technology : Develop and maintain a strong understanding
of Company automated technology Train brokers on the benefits and
use of Company automated systems. Provide brokers strong ongoing
technical support. (20%)
• Service: Provide outstanding customer service including
prompt follow-up on broker calls and issues. This also includes
primary responsibility for customer communication and coordination
with the inside customer service team. (20%)
• Branch Support : Contribute to market research, branch and
regional projects, team building, communication and the overall
operation of the branch. (10%)
POSITION REQUIREMENTS:
Minimum
Education
High school diploma.
Work Experience
• Five years mortgage banking experience.
• Two years wholesale lending experience.
• Experience with niche and/or sub-prime product
• Experience with automated mortgage technology
Technical Competencies
• Aptitude and interest in mortgage technologies including
a working knowledge of common automated underwriting and Internet
applications.
• Laptop PC skills including Microsoft Word, Excel, Outlook
and PowerPoint
• Solid understanding of niche loan programs and parameters
• Knowledgeable in the areas of real estate mortgage origination,
processing,
• underwriting, closing and pricing activities
Personal Competencies
• High level of motivation, performance, and personal integrity
• Strong written, listening, negotiating and communication
skills
• Strong time management and organizational skills
• Innovative problem solving and decision making with focus
on high level of customer service and recognition of business objectives
• Works well with others at all levels and in all areas of
the organization
• Self-starter with the ability to work well with minimal
direct supervision
Work Environment:
• Standard business hours: Monday through Friday, 8:00 a.m.
to 5:00 p.m. with attendance at conferences during evenings and
weekends.
• Given the nature of the work performed, it is required at
times to work overtime.
• Extensive travel will be required throughout the assigned
territory.
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