Non-Agency Subservicing Sales Executive

BSI Financial Services; Irving (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive compensation

Full benefits package

Company-paid life insurance

401(k) with company matching

17 days PTO

Casual work environment

Job summary

A financial services company is seeking a Non-Agency Subservicing Sales Executive responsible for developing new client relationships in mortgage finance. The ideal candidate should have over 10 years of experience in mortgage servicing, particularly in residential loans, and possess a strong network in the industry. This role involves managing the sales process from prospecting through contract negotiation while ensuring client satisfaction. Competitive compensation and benefits are offered.

Qualifications

• 10+ years of experience in the mortgage servicing space, particularly in RTL and SFR.
• Established network of contacts in mortgage banking and financial services.
• Experience managing the complete sales cycle, from outreach to closing.
• Knowledge of servicing operations, securitization market and secondary marketing is a strong plus.

Responsibilities

• Identify and qualify subservicing prospects from various financial institutions.
• Develop proposals and presentations tailored to client needs.
• Manage the end-to-end sales process and document in Salesforce.com.
• Develop forecasts and pipelines; achieve quarterly and annual revenue goals.
• Represent the company at industry events; build brand and thought leadership.
• Manage end-to-end sales process from prospecting to contract closure.
• Maintain Salesforce pipeline with up-to-date status and activity.

Skills

B2B sales

Lead generation

Relationship building

Critical thinking

Salesforce

Independent work

Education

Bachelor’s degree

Tools

Microsoft Office

Salesforce

PowerPoint

Word

Job description

Brief Description

The Non-Agency Subservicing Sales Executive is a key position responsible for sourcing, developing and securing new subservicing relationships with Independent Mortgage Banks ("IMB’s") and other financial intermediaries for the following business purpose lending products: Residential Transition Loans (RTL), Non-Qualified Mortgages (NQM), Non-Performing/Reperforming Loans (NPL/RPL), Single Family Rental Loans (SFR), and 2nd lien products. Reporting to the Senior Vice President, Subservicing Sales, Client and Transaction Management, this position focuses on developing new and existing relationships within the targeted client segments of originators, investors, and other mortgage servicing asset owners to expand BSI’s subservicing portfolio.

Ideal Candidate

The ideal candidate must have three primary things: a) deep industry knowledge, b) a well-established and demonstratable network within the mortgage finance and capital markets space, and c) a proven track record in B2B sales, lead generation and relationship building.

Job Functions and Responsibilities

• Identify, source and qualify subservicing prospects from private money lenders, banks, credit unions, investment banks, credit funds, hedge funds, IMB’s as well as purchased lists and other lead sources.
• Develop compelling proposals and presentations tailored to each prospective client’s needs, focusing on the unique value proposition of the company’s mortgage subservicing solutions.
• Work with marketing and product teams to develop sales presentation materials, case studies and other materials to support the sales efforts.
• Develop sales forecasts and pipelines, ensuring achievement of quarterly and annual revenue goals.
• Represent the company at industry events, conferences, and trade shows, building brand awareness and positioning the company as a thought leader in the mortgage subservicing space.
• Manage the end-to-end sales process, from initial prospecting to contract negotiation, execution and deal closure.
• Manage a pipeline of leads and opportunities from prospect to closed deal following the sales process and documenting in Salesforce.com.

Relationship Development

• Build and maintain long-term relationships with senior executives and other key stakeholders, including capital markets teams, secondary marketing, and correspondent lending leaders.
• Serve as a consultative partner to prospects, educating them on servicing options, onboarding processes, and performance expectations.

Market Strategy & Intelligence

• Monitor mortgage market trends, MSR pricing conditions, regulatory changes, and competitive activity.
• Provide insight-driven recommendations to leadership regarding product positioning, market opportunities, and strategic direction.
• Stay informed about industry developments that affect subservicing and MSR acquisition environments.

Collaboration & Internal Support

• Partner with Operations and Onboarding teams to ensure that service levels and client expectations are consistently exceeded.
• Prepare regular reports, forecasts, and updates on pipeline, performance, and market activity.

Qualifications

• Bachelor’s degree required.
• Seasoned mortgage servicing professional with a minimum of 10+ years’ experience in the RTL, SFR, and other BPL space; prior subservicing/servicing experience is highly preferred. Experience understanding excess spread and other structured finance trades is a strong plus.
• Established network of mortgage banking and financial services contacts, including but not limited to mortgage bankers, banks, private investors, community banks, REITs, credit unions and other financial intermediaries. An existing pipeline of subservicing acquisition targets is a definite plus.
• Working experience and connections with private equity firms are strongly preferred.
• Prior sales experience, with the ability to manage entire sales cycle: from initial outreach/discovery through pricing/contracts through closing/onboarding.
• Knowledge of residential & commercial servicing operations, securitization market, and secondary marketing activities is a strong plus.
• Experience reviewing and negotiating legal contracts, as well as a conceptual understanding about what matters and where we can give.
• Ability to research/report on current market trends through trade associations and publications.
• Must have deep understanding of servicing operations and default management.
• Must work well independently, have excellent critical thinking skills and be able to make decisions in a fast-paced environment.
• Proficient experience with Microsoft Office, particularly Excel, Word, and PowerPoint.
• Experience with Salesforce is required.

What’s in it for you?

• Competitive compensation and full benefits package including medical, dental, and vision.
• 100% company-paid life insurance and disability coverage.
• 401(k) with company matching.
• 17 days PTO (increases with tenure) and 9 company-paid holidays.
• Professional but fun, casual work environment (casual dress) and great team culture.

About BSI Financial

Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible. BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.