Junior Account Executive/Wholesale Mortgage Loan Originator

ADP, Inc.; Irvine (CA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

401(k) with 3% matching contribution

Employee Stock Purchasing Program

Health Insurance

Life Insurance

Paid Time Off (PTO)

Paid Holidays

Pet Insurance

Vision Insurance

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Job summary

Velocity Mortgage Capital in Irvine, CA is seeking a Junior Account Executive to provide high-touch customer service, generate loan quotes, and deliver terms to customers. The role involves daily outreach, broker development, and close collaboration with sales and processing teams to ensure timely closings.

The position offers on-site work at our Orange, CA offices with significant on-the-job training and a fast-paced private lending environment.

Qualifications

• Customer service experience preferred.
• Ability to source leads, network and build relationships.
• Experience with business applications software (e.g., MS Word, Excel, Outlook).
• Highly motivated, self-starter.
• Excellent communications skills, good phone presence.

Responsibilities

• Funding Loans #1 Goal.
• Drive new business to Velocity Mortgage daily.
• Outbound calling for new broker contacts and loans.
• Adding New broker contacts / broker offices daily.
• Reviewing/Pricing Loan Scenario's.
• Submitting Loans thru the loan portal.
• Collaborate with the sales team and operation staff to monitor loan submissions and ensure timely closings.
• Work with the processing team on pipeline management and other duties as directed by management.

Skills

Customer service

Lead sourcing

Networking

MS Word

Excel

Outlook

Communication skills

Phone presence

Tools

MS Office

Job description

Junior Account Executive/Wholesale Mortgage Loan Originator

Orange Irvine, CA, US

Junior Account Executive

Velocity Commercial Capital, LLC is a wholly owned subsidiary of Velocity Financial, Inc, an NYSE-listed public company. Velocity Commercial Capital is a real estate finance company founded in 2004 that primarily originates and manages investor loans secured by 1-4-unit residential rental and small commercial properties. Velocity Mortgage Capital is seeking to hire a full-time Junior Account Executive. This position is an onsite in-person position located at the offices in Orange, CA.

Junior Account Executive will offer reliable support to the sales team to help improve efficiencies as sales volumes increase. This is a customer service role with high touch customer outreach. The Junior Account Executive will ensure that all sales documents and agreements are completed and executed before they are officially uploaded to underwriting. Junior Account Executive will be responsible for generating loan quotes on behalf of Account Executives and delivering terms to customer(s). Significant on the job training will be provided.

Candidate should be ready to join a smart and aggressive private lending team. The ideal candidate is positive, reliable, organized, resourceful, possesses good judgment, has attention to detail, and is a team player.

Job Duties and Responsibilities:

• Funding Loans #1 Goal
• Daily - Drive new business to Velocity Mortgage
• Daily - Outbound calling for new broker contacts and loans
• Daily - Adding New broker contacts / broker offices
• Reviewing/Pricing Loan Scenario's
• Submitting Loans thru the loan portal
• Collaborate with the sales team and operation staff to monitor loan submissions and make sure that your loans close on time
• Work with the processing team on pipeline management as well as any other duties as directed by management from time to time.

Qualified Candidates Should Have:

• Customer Service experience preferred
• Ability to source leads, network and build relationships
• Experience with business applications software (e.g., MS Word, Excel, Outlook)
• Highly motivated, self-starter
• Excellent communications skills, good phone presence

Benefits take effect on the first calendar day of the month following the hire date and include:

• 401(k) with 3% matching contribution
• Employee Stock Purchasing Program
• Health Insurance
• Life Insurance
• Paid Time Off (PTO)
• Paid Holidays
• Pet Insurance
• Vision Insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)

Velocity Mortgage Capital is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Know Your Rights