Inside Account Executive

Summary
The position is responsible for building relationships with mortgage brokers and bankers, onboarding them as partners, and maintaining an active sales pipeline. The Inside Account Executive will assist partners with broker loan approval documents and conditions during the loan approval process. The role spends most of the time working from the company’s place of business or home office, engaging in activities directly related to building relationships with brokers to sell loan products, with minimal in-person visits.

Essential Duties and Responsibilities

A subject matter expert, knowledgeable in all Acra products and programs, basic eligibility parameters and pricing.

Meet or exceed assigned sales targets and outbound call goals and/or manage daily sales activities to achieve key performance metrics.

Develop and execute an effective prospecting plan for bringing new mortgage brokers/bankers onboard.

Win business by developing deep network relationships with new and existing accounts.

Submit accurate and complete documentation for all broker and loan approvals.

Maintain an up-to-date sales pipeline.

Create a consistent and timely plan for nurturing current business, new business and following up on leads when provided.

Follow up with current and new partners on loan scenarios and program questions/inquiries in a timely manner.

Conduct consistent contact with current and potential broker partners on a weekly basis to perform product presentations, review loan scenarios and deepen the customer relationship.

Maintain production levels as illustrated in the “Minimum Sales Expectations” document.

Keep accurate records and current data in all company provided systems. This includes responding to emails, maintaining current and accurate timecard data as well as proper use of sale-specific systems like Salesforce, Glide etc.

Other duties as assigned.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must be comfortable on the phone; cold calling, troubleshooting and answering product questions in a timely manner.

Knowledge and understanding of Microsoft Office products; Word, Excel, Outlook, PowerPoint, etc.

Experienced in closing sales and contract negotiation.

Experienced in generating sales strategies with an ability to analyze sales performance.

Proficient in Salesforce.

Education and/or Experience

5 years of Sales experience is required.

Mortgage/Real Estate experience is strongly preferred.

Current and non-restrictive driver’s license and local State required car insurance.

Four-year bachelor’s degree from an accredited institution with focus on finance, real estate, marketing, sales or equivalent preferred but not required.

Benefits
Our benefit offerings include: medical, dental, vision, wellness programs, EAP counseling services, FSA & HSA, company-sponsored life insurance, voluntary life insurance for employee, spouse and child, AD&D insurance, voluntary short-term and long-term disability, critical illness insurance, accident insurance, legal assistance, pet insurance, living will and trust preparation discounts, commuter program, annual walking challenge, employee appreciation events and monthly sales awards.

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