Inside Wholesale Account Executive. Accounting/Finance Irving, California

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

Assist prospective financial institutions with completing broker approval packages

Identify 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

Sharing 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

Proficiency in the Microsoft Office suite

Organized, disciplined, and accountable for results

Excellent written, verbal and visual/presentation communication skills

We have a competitive compensation plan consisting of Base, Commission, Medical, Dental, and 401k

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