Account Executive

We are seeking hardworking, energetic, team-oriented individuals to join our team who are ready to elevate their sales career to uncapped new heights. We are looking for talented people who put customers at the forefront of everything they do.

Responsibilities
As an Account Executive, you will work with pre-screened, inbound leads developed by the company. There is no cold-calling or lead generation required. Your job is to manage leads by providing consultation to help clients meet their retirement goals. You will be trained to present mortgage opportunities over the phone, educating the customer on the product and process, and will work with the customer throughout the loan process from start to finish.

Participate in our extensive training program to learn how to interview applicants and advise customers on product, pricing, and process via phone call

Manage leads by phone, email, text, and CRM

Interview applicants to analyze financial and credit data, determine financing objectives, and advise customer on product, pricing, and process

Collect and analyze client’s financial information and credit worthiness

Communicate with clients to provide or request information and required documentation

Follow loan from application to closing, ensuring continued communication with the customer throughout the process

Operate in compliance with laws and regulations and adhere to lending compliance guidelines

Qualifications

Bachelor’s degree or equivalent preferred

Coachable; Ability to retain and apply skills learned through frequent sales trainings

Goal oriented; Motivated and driven by sales and uncapped earning potential

Detail oriented and organized with ability to manage multiple priorities

Demonstrates patience and professionalism when interacting with customers

Strong verbal and written communication skills.

Ability to work on-site in a goal-oriented and team-oriented environment

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