National Account Executive

American Heritage Lending, LLC; Troy (MI); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Medical

Vision

Basic Life & AD&D

401(k) Matching

Vacation

Sick Time

Paid Holidays

Job summary

American Heritage Lending, LLC in Troy, MI seeks a National Account Executive (Call Center) to reach out to prospective mortgage brokers via phone, text messages, and emails, establishing relationships and communicating the value of our Non-QM wholesale lending services.

The role emphasizes proactive, results-driven activity, meeting monthly targets and KPIs, and collaborating with the sales team to expand the broker base while staying current on industry trends and product offerings.

Qualifications

• 1+ years wholesale mortgage lending sales experience, preferably in a call center.
• Excellent verbal and written communication with a persuasive demeanor.
• Strong negotiation and interpersonal skills for rapid rapport.
• Self-motivated, goal-oriented with a history of meeting sales targets.
• Ability to multitask and prioritize in a dynamic environment.
• Experience overcoming objections and staying motivated.
• Basic knowledge of Non-QM products (Bridge, DSCR-Business Purpose, Fix/Flip).
• Proficiency with MS Office; familiarity with Encompass/LON.

Responsibilities

• Perform outbound calls, texts, and emails to engage prospective mortgage brokers.
• Identify and qualify leads; communicate value of our services.
• Deliver tailored sales pitches to meet client needs.
• Build and maintain relationships to foster trust and loyalty.
• Meet or exceed monthly sales targets and KPIs.
• Maintain accurate activity logs in the CRM system.
• Collaborate with sales to plan lead generation and conversion strategies.
• Stay informed on market trends and competitor activity.

Skills

Wholesale mortgage lending sales

Excellent communication

Negotiation & interpersonal skills

Self-motivated & target-driven

Multitasking & prioritization

Resilience & objection handling

Non-QM knowledge

MS Office proficiency

Encompass/LON proficiency

Tools

Encompass/LON

Microsoft Office (Word, Excel, PowerPoint)

Job description

National Account Executive (Call Center)

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

As a National Account Executive (Non-QM Wholesaler) in our call center, you will play a vital role in expanding our client base by reaching out to prospective mortgage brokers via phone calls, text messages, and emails. Your primary responsibility will be to establish and nurture relationships with potential clients, effectively communicating the value proposition of our services, and ultimately driving sales growth. This role requires a proactive and results-driven individual who excels in a fast-paced office environment.

Essential Duties & Responsibilities

• Strong sales skills and knowledge of the mortgage lending business.
• Conduct outbound calls, text messages, and emails to engage with prospective mortgage brokers.
• Identify and qualify leads through effective communication and active listening.
• Deliver compelling sales pitches tailored to the needs and preferences of potential clients.
• Build and maintain strong relationships with clients to foster trust and loyalty.
• Provide accurate and timely information about our products, services, and promotions.
• Collaborate with the sales team to develop strategies for lead generation and conversion.
• Achieve and exceed monthly sales targets and KPIs.
• Maintain detailed records of interactions and transactions using CRM software.
• Stay updated on industry trends, market conditions, and competitor activities.

Experience & Minimum Qualifications (Skills, Knowledge & Abilities)

• Minimum of 1+ years' experience in wholesale mortgage lending sales, preferably in a call center environment
• Excellent communication skills, both verbal and written, with a persuasive and engaging demeanor.
• Strong negotiation and interpersonal skills, with the ability to build rapport quickly.
• Self-motivated and target-driven, with a demonstrated track record of meeting or exceeding sales goals.
• Ability to multitask and prioritize tasks effectively in a dynamic work environment.
• Experience with being resilient including overcoming objections, navigating rejections, maintaining motivation
• Basic knowledge Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip
• Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs
• Proficient with Encompass/LON

Essential Mental & Physical Requirements

Reasonable accommodations may be made to enable individuals with restrictions to perform the essential functions of the job.

• Frequently required to sit, stand, kneel, stoop, or squat
• Use hands or fingers to handle or feel objects, tools, or controls
• Reach with hands and arms
• Talk or hear
• Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus
• Occasionally lift and/or move up to 25 pounds
• Ability to analyze situations logically to identify causes and draw solid conclusions
• Ability to anticipate the consequences of a situation
• Ability to modify one’s own behavior to meet expectations of others
• Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs
• Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing

Physical Demands

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with restrictions to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop, kneel, crouch or crawl; talk or hear. This is a sedentary job allowing you to stand as needed. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 25 pounds, bend, reach, and perform manual tasks may also be required. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with restrictions to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.

Job Classification

• Non-Exempt

Location

Onsite – Troy, MI 48084

Benefits

• Medical
• Vision
• Basic Life & AD&D
• Matching 401(k)
• Vacation
• Sick Time
• Paid Holidays

Why American Heritage Lending

• We are a high-growth Company that doubled our staff in 2022
• Competitive Wage
• Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
• We are not impacted by the volatility of the interest rate

Company Culture

Family-Accountability-Integrity-Teamwork-Enjoy the journey together

Start Your Career Today with American Heritage Lending!