Junior Relationship Manager

Junior Relationship Manager
Full Time Corporate Office, Irvine, CA, US

Position Overview
The Junior Relationship Manager (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. Junior Relationship Manager is required to build and maintain strong relationships with mortgage brokers.

Essential Duties & Responsibilities

Excellent written and verbal communication skills

Provide hospitality-level of service to all clients and team members

Help facilitate new brokers relationships with American Heritage Lending Inc (AHL). Educate mortgage brokers with loan products, pricing, and technology and remain a constant resource, as needed

Master internal functions and processes in order to successfully train Brokers on handling loans from Submission through Closing

Speak and correspond with Brokers on a consistent basis to ensure their utmost satisfaction

Reach out and prospect new Broker business through email campaigns and calls

Address and resolve Broker questions and/or concerns in a timely manner

Communicates and work with AHL Account Managers as necessary to ensure desired production results

Monitor and help improve Broker performances and communicate results with AHL Leadership

Attend and participate in internal Trainings and meetings to stay informed on AHL processes and guidelines

Experience & Minimum Qualifications

Minimum of 1+ years' experience in wholesale mortgage lending sales experience preferred

Ability to conduct and attend web meetings and conference calls including presentations

Basic knowledge Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip

Strong level of proficiency in Microsoft Office - Word, Excel & PowerPoint programs

Proficient with Encompass/LON

Essential Mental & Physical Requirements
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Frequently required to sit, stand, kneel, stoop, or squat

Use hands or fingers to handle or feel objects, tools, or controls

Reach with hands and arms

Talk or hear

Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus

Occasionally lift and/or move up to 25 pounds

Ability to analyze situations logically to identify causes and draw solid conclusions

Ability to anticipate the consequences of a situation

Ability to modify one’s own behavior to meet expectations of others

Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs

Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing

Physical Demands
The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 25 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.

Job Classification

Non-Exempt

Location & Benefits

Onsite - 19800 MacArthur Blvd, Ste 950, Irvine, CA 92612

Medical

Vision

Basic Life & AD&D

Matching 401(k)

Paid Time Off

Paid Holidays

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