Account Executive (Non-QM Wholesale) FL

American Heritage Lending, LLC; Winter Park (FL); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dynamic Account Executive to join their team. This role involves building strong relationships with mortgage brokers and providing essential education on loan products. The ideal candidate will have a customer service mindset and sales expertise, thriving in a collaborative environment. With a focus on integrity and teamwork, this position offers the chance to grow in a high-demand market, backed by a supportive company culture. If you're ready to make a significant impact in the mortgage lending industry, this is the opportunity for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Matching

Paid Time Off

Holidays

Qualifications

• 1+ years in wholesale mortgage lending sales preferred.
• Proficiency in Microsoft Office and Encompass/LON.

Responsibilities

• Build and maintain relationships with mortgage brokers.
• Educate brokers on loan products and processes.
• Manage broker performance and expectations.

Skills

Sales Skills

Customer Service

Knowledge of Mortgage Lending

Analytical Thinking

Presentation Skills

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

Microsoft Office

Encompass/LON

Job description

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Wholesale Mortgage Account Executive

American Heritage Lending, LLC

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, be a team player, and possess a 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 about loan products, pricing, points of contact, and communicate with prospective/existing brokers.
• Speak and correspond with accounts daily to ensure their satisfaction.
• Train mortgage brokers on loan submission and AHL processes.
• Set expectations with brokers regarding understanding the loan process, including submission, processing, underwriting, closing, and funding.
• Assist in resolving broker questions or concerns without overpromising expectations.
• Communicate and work with AHL Account Managers as necessary to ensure desired production results.
• Manage broker performance and communicate results with AHL Leadership.
• Participate in training brokers and stay updated with AHL processes and guidelines.

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

• Minimum of 1+ years' experience in wholesale mortgage lending sales preferred.
• Ability to conduct and attend web meetings and conference calls, including presentations.
• Basic knowledge of Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Proficient with Encompass/LON.
• Ability to attend trade shows & seminars as needed.

Essential Mental & Physical Requirements:

• Frequent sitting, standing, kneeling, stooping, or squatting.
• Use of hands or fingers to handle objects or controls.
• Reaching with hands and arms.
• Talking or hearing.
• Specific vision abilities including close, distance, color, and depth perception.
• Occasional lifting/moving up to 25 pounds.
• Analytical thinking, behavior modification, emotional regulation, honesty, and accountability.

Physical Demands:

Includes sitting, walking, standing, manual tasks, and occasional lifting up to 25 pounds. Accommodations may be provided for disabilities.

Work Environment:

Office setting, largely sedentary, with routine computer use. Remote work is optional. Environment may vary with travel. Moderate noise level.

Job Classification:

• Exempt

Location:

Remote

Benefits:

• Medical, Dental, Vision
• Basic Life & AD&D
• Matching 401(k)
• Paid Time Off & Holidays

Why American Heritage Lending:

• High-growth company, doubled staff in 2022
• Competitive salary
• Wide product options including Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans
• Not impacted by interest rate volatility

Company Culture:

Family, accountability, integrity, teamwork, and having fun.

Start your career today with American Heritage Lending!

Note: The company reserves the right to reassign duties. Reasonable accommodations are available.

This is a remote position.