National Account Executive

Jobtailor; Deutschland; Vor Ort; EUR 70.000 - 110.000; Vollzeit

Zusammenfassung

JobTailor is seeking a seasoned wholesale mortgage sales professional in Germany to source and approve partners specializing in Jumbo/Super-Jumbo and Non-QM markets, while developing a strong B2B network and managing the loan pipeline.

You will provide training on our portal, product guidelines, and loan structuring options, and use Salesforce to maintain CRM data, track activity, and support production goals.

Qualifikationen

• 3+ years wholesale/correspondent/mortgage lending sales.
• Existing book of business/prospects focused on Jumbo/Super Jumbo, Non-QM, Niche market.
• Demonstrate recent history of successful networking objectives, cultivating and developing B2B relationships, including the ability to develop and deploy a strategic, self-directed business plan to optimize growth.
• Expansive Jumbo/Super-Jumbo, Non-QM/Niche experience and product knowledge including demonstrated depth of understanding in Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products.
• Basic knowledge and understanding of Residential Real Estate transactions (Contracts, escrow and closing processes, Listing/Selling Agent relationships, etc.).
• Salesforce experience and familiarity.
• Microsoft Office Suite proficiency (Word, Excel, PowerPoint, Outlook).
• Experience and/or basic understanding of Multi-family, Commercial, and Warehouse lending.
• Real Estate financing or Real Estate sales experience.
• Broad understanding of Social Media marketing and platforms (LinkedIn, YouTube, Meta).
• Basic understanding of Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant).

Aufgaben

• Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize in the Jumbo/Super-Jumbo, Non-QM/Niche market.
• Prepare and provide a recommendation summary for all proposed Wholesale and Correspondent customer approval requests.
• Provide ongoing training for approved business partners as it relates to our website portal, product/price, guidelines, policies and procedures, including vetting scenarios and structuring loans for submission.
• Develop, network and cultivate relationships, including webinars, office presentations, and participation in related industry conferences.
• Manage loan pipeline utilizing web-based pipeline management tools, working closely with key department leaders and staff to accomplish production objectives.
• Maintain industry and market awareness, including competitor changes and new product development.
• Improve and update CRM (Salesforce) data on a daily basis.

Kenntnisse

Wholesale Mortgage Lending

Jumbo/Super-Jumbo Knowledge

Non-QM/Niche Market Expertise

Loan Structuring

CRM Data Management

Residential Real Estate Transactions

Social Media Marketing

Generative AI Understanding

Tools

Salesforce

MS Office

Jobbeschreibung

Responsibilities

• Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize in the Jumbo/Super-Jumbo, Non-QM/Niche market.
• Prepare and provide a recommendation summary for all proposed Wholesale and Correspondent customer approval requests.
• Provide ongoing training for approved business partners as it relates to our website portal, product/price, guidelines, policies and procedures, including vetting scenarios and structuring loans for submission.
• Develop, network and cultivate relationships, including webinars, office presentations, and participation in related industry conferences.
• Manage loan pipeline utilizing web-based pipeline management tools, working closely with key department leaders and staff to accomplish production objectives.
• Maintain industry and market awareness, including competitor changes and new product development.
• Improve and update CRM (Salesforce) data on a daily basis.

Requirements

• 3+ years wholesale/correspondent/mortgage lending sales.
• Existing book of business/prospects focused on Jumbo/Super Jumbo, Non-QM, Niche market.
• Demonstrate recent history of successful networking objectives, cultivating and developing B2B relationships, including the ability to develop and deploy a strategic, self-directed business plan to optimize growth.
• Expansive Jumbo/Super-Jumbo, Non-QM/Niche experience and product knowledge including demonstrated depth of understanding in Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products.
• Basic knowledge and understanding of Residential Real Estate transactions (Contracts, escrow and closing processes, Listing/Selling Agent relationships, etc.).
• Salesforce experience and familiarity.
• Microsoft Office Suite proficiency (Word, Excel, PowerPoint, Outlook).
• Experience and/or basic understanding of Multi-family, Commercial, and Warehouse lending.
• Real Estate financing or Real Estate sales experience.
• Broad understanding of Social Media marketing and platforms (LinkedIn, YouTube, Meta).
• Basic understanding of Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant).

ATS Optimization Keywords

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings.

Hard Skills

• Wholesale Mortgage Lending
• Jumbo/Super-Jumbo Knowledge
• Non-QM/Niche Market Expertise
• Loan Structuring
• CRM Data Management
• Residential Real Estate Transactions
• Social Media Marketing
• Generative AI Understanding

Soft Skills

• Networking
• Training
• Relationship Cultivation
• Strategic Planning