Account Executive

American Heritage Lending, LLC; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

American Heritage Lending, LLC is seeking an Account Executive (Non-QM Wholesaler) with a strong customer service mindset to build and maintain relationships with mortgage brokers nationwide.

The role focuses on educating brokers about Non-QM loan products, pricing, and submission processes, and training on AHL guidelines to ensure smooth transactions and adherence to company policies.

Qualifications

• Minimum 1+ years in wholesale mortgage lending sales (experience preferred).
• Strong sales skills and knowledge of mortgage lending.

Responsibilities

• Build and maintain strong relationships with mortgage brokers.
• Educate brokers on loan products, pricing, point of contact and communicate with brokers.
• Speak and correspond with accounts daily to ensure satisfaction.
• Train brokers on loan submission and AHL processes.
• Set expectations to brokers on understanding the loan process (submission, processing, underwriting, closing, funding).
• Assist in resolving broker questions without overpromising.
• Coordinate with AHL Account Managers to ensure desired production results.
• Manage broker performance and report results to AHL Leadership.
• Stay connected with AHL process and guidelines through training.

Skills

Wholesale mortgage lending

Broker relationship management

Customer service

Presentations / web meetings

MS Office

Tools

Encompass/LON

Job description

Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.

Position Overview:

The account Executive (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.

Essential Duties & Responsibilities include:

• Strong sales skills and knowledge of the mortgage lending business.
• Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers
• Speak and correspond with accounts on a daily to ensure their utmost satisfaction
• Train mortgage brokers on loan submission and AHL processes
• Sets expectations to brokers on understanding the loan process including submission, processing, underwriting, closing, and funding
• Assists in resolving broker questions/or concerns without overpromising expectations
• Communicates and work with AHL Account Managers as necessary to ensure desired production results
• Manage broker performance and communicate results with AHL Leadership
• Continue and participate with training brokers and stay in connection with AHL process and guidelines

Experience & Minimum Qualifications (Skills, Knowledge & Abilities):

• 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
• Ability to attend trade shows & seminars as needed