Account Executive (Wholesale Lending Non QM)

Summit Funding, Inc.; All (MO); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Account Executive to join their innovative team in wholesale lending. This role offers the opportunity to work with a dedicated non-producing sales manager and benefit from comprehensive in-house operations support. As an Account Executive, you'll engage with clients, leverage your strong networking and negotiation skills, and utilize state-of-the-art CRM technology. With a competitive compensation package that includes base salary, commissions, and health benefits, this position is perfect for those looking to excel in the non-QM lending space while enjoying the flexibility of remote work. If you're passionate about personal development and driving sales success, this opportunity is for you.

Benefits

401(k)

Health benefits

Competitive commission structure

In-house operations support

Qualifications

• Recent experience as an Account Executive in Wholesale lending.
• Strong knowledge in non-QM Paper and 2nd lien programs.

Responsibilities

• Engage with clients through phone, email, and social media.
• Provide excellent service and maintain relationships with brokers.

Skills

Networking skills

Negotiation skills

Sales skills

Detail-oriented

Organizational skills

Communication skills

Education

Experience as an Account Executive

Tools

CRM software

Job description

Account Executive (Wholesale Lending Non QM)

5 days ago Be among the first 25 applicants

Direct message the job poster from Summit Funding, Inc.

Company Description
Summit Funding, Inc DBA Lead + Wholesale Lending, where innovation meets expertise. At Lead+, our passion and proficiency in non-QM lending shine through. We leverage deep market insights and innovative approaches to deliver flexible lending solutions that meet diverse needs. Our commitment extends beyond lending; we're passionate about personal development for mortgage brokers. At our core, we aim to enhance your sales and marketing skills, adding value to your business.

Job Description
Join our team and experience top-tier service levels and turnaround times. Benefit from comprehensive in-house operations support and guidance from a dedicated non-producing sales manager. Our skilled team specializing in Non-QM credit and underwriting ensures prompt, in-house decision-making, and we are flexible with exceptions given compensating factors. We offer a competitive compensation package that includes a competitive commission structure, 401(k), and health benefits. Each Account Executive will have access to a state-of-the-art CRM with mobile accessibility and will benefit from a personalized, innovative mortgage marketing campaign.

Highlights:

• Non-QM Lender Nationwide
• In-house operations staff
• Dedicated non-producing Sales Manager
• Expert Non-QM Credit and Underwriting
• Exceptions made with compensating factors
• Innovated Mortgage Marketing program designed for each Account Executive
• State of the art CRM with Mobile access
• Great compensation with Base Salary, Commissions, 401(k), Health Benefits

More than 50% of the time, an Account Executive works “on the road”, engaged in sales activity away from the office or home office. Typical sales activities include meeting with clients or borrowers outside the office to originate loans or conducting promotional activities to support their sales. Tasks done inside an office, over the telephone or via computer do not count towards exempt status. No more than 20% of their time is dedicated to activities not related to outside sales.

Duties include:

• Engage with Client and Prospective Client database through multiple markets including Phone, Email, Direct Marketing, social media tools
• Communicate / Develop relationships with Operations / Fulfillment team members.
• Provide market intelligence.
• Have fluency of industry knowledge and enhance your expertise through training, industry publications, lending bulletins.
• Be a subject matter expert on the Organization’s Lending policies, procedures, products, and technology.
• Conduct group presentations over phone/video to promote the Organization’s Value Proposition and present our process, product, and technology platforms.
• Provide excellent service through disciplined follow-up and guidance to our Broker Partners
• Strong sales skills and knowledge of the mortgage lending business.
• Communicate and work with Account Managers as necessary to ensure desired production results.
• Continue and participate with training brokers and stay in connection with company processes and guidelines.
• Help new brokers with Lead+ approval process to conduct business with Lead+.
• Educate mortgage brokers with loan products, pricing, and 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.

Depending on experience and location the Account Executive may be classified as outside sales exempt or non-exempt employees and are paid minimum wage plus commissions on the sales closed. Our compensation structure provides you the opportunity to earn based on your performance.

Qualifications

• Recent experience as an Account Executive in Wholesale.
• Proven production history and established broker base.
• Strong knowledge in "non-QM" Paper and 2nd lien programs.
• Excellent networking and negotiation skills.
• Excellent verbal, written, and interpersonal communications skills.
• Must be detail-oriented, organized, and disciplined.
• Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment.
• Ability to work remotely to establish, maintain and grow relationships, face to face if local over the phone, email, or other electronic forums.

Additional Information
All your information will be kept confidential according to EEO guidelines.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development, Finance, and Sales

Industries

Banking, Financial Services, and Real Estate

Referrals increase your chances of interviewing at Summit Funding, Inc. by 2x.