Account Executive (Wholesale Lending Non QM)

Summit Funding, Inc.; United States; On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Account Executive to join their dynamic team in Wholesale Lending. This role offers a unique opportunity to engage with clients and brokers, utilizing innovative marketing strategies and a state-of-the-art CRM system. You will be empowered to develop your sales skills while receiving comprehensive support from in-house operations. The ideal candidate will have a strong background in non-QM lending and possess excellent networking and negotiation skills. Join a company that values personal development and offers a competitive compensation package based on your performance, including commissions and health benefits.

Benefits

401(k)

Health Benefits

In-house operations support

Dedicated non-producing Sales Manager

Innovated Mortgage Marketing program

State of the art CRM with Mobile access

Qualifications

• Recent experience as an Account Executive in Wholesale Lending.
• Proven production history and established broker base.

Responsibilities

• Engage with clients through multiple channels including phone and email.
• Provide excellent service through disciplined follow-up with Broker Partners.

Skills

Sales Skills

Networking Skills

Negotiation Skills

Detail-oriented

Organizational Skills

Communication Skills

Industry Knowledge

Ability to Learn Quickly

Education

Experience as Account Executive

Tools

CRM Software

Job description

Account Executive (Wholesale Lending Non QM)

• Full-time
• FLSA Status: Nonexempt
• Department: Wholesale Lending

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.

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:

• 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 based on 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.
• 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.

IND1

• Recent experience as an Account Executive in Wholesale Lending.
• 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.

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