Account Executive (Wholesale Lending Non QM)

Summit Funding, Inc.; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a motivated Account Executive for Wholesale Lending. This role offers the chance to engage with clients through innovative marketing strategies and a state-of-the-art CRM. The ideal candidate will thrive in a fast-paced environment, leveraging strong networking and communication skills to build relationships and drive sales. With a commitment to personal development and a supportive team, this position provides an excellent opportunity to grow in the non-QM lending sector while enjoying a competitive commission structure and comprehensive benefits.

Benefits

401(k)

Health Benefits

Flexible Work Environment

In-house Operations Support

Personalized Marketing Campaigns

Qualifications

• Recent experience in Wholesale Lending as an Account Executive.
• Strong knowledge of non-QM lending and established broker relationships.

Responsibilities

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

Skills

Networking Skills

Negotiation Skills

Communication Skills

Detail-oriented

Sales Skills

Education

Experience as an 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
• Innovative 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 channels including phone, email, direct marketing, and social media tools
• Communicate and develop relationships with operations and fulfillment team members
• Maintain industry knowledge and enhance expertise through training, industry publications, and 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 showcase our process, product, and technology platforms
• Provide excellent service through disciplined follow-up and guidance to broker partners
• Demonstrate strong sales skills and knowledge of mortgage lending
• Coordinate with account managers to ensure production goals are met
• Participate in broker training and stay updated on company processes and guidelines
• Assist new brokers with Lead+ approval process to conduct business with Lead+
• Educate brokers on loan products, pricing, and contact points, and communicate with prospective and existing brokers
• Maintain daily communication with accounts to ensure satisfaction

Depending on experience and location, the Account Executive may be classified as outside sales exempt or non-exempt and paid minimum wage plus commissions on closed sales. Our compensation structure allows earning potential based on performance.

Qualifications:

• Recent experience as an Account Executive in Wholesale Lending
• Proven production history and established broker relationships
• Strong knowledge of non-QM paper and second lien programs
• Excellent networking and negotiation skills
• Effective verbal, written, and interpersonal communication skills
• Detail-oriented, organized, and disciplined
• Quick learner with the ability to work in a fast-paced team environment
• Ability to work remotely, maintaining and growing relationships via phone, email, or in person if local

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