Wholesale Mortgage Account Executive

American Heritage Lending; Irvine (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401K with company match

Comprehensive benefits package

Aggressive salary benefits

Strong management and training support

Job summary

A reputable mortgage company in Irvine seeks an Account Executive to foster relationships with mortgage brokers. The role involves educating brokers on loan products, conducting training, and ensuring satisfaction. Candidates should have a minimum of 1 year in mortgage lending sales, proficiency in Microsoft Office, and the ability to conduct web presentations. Benefits include a 401K with company match and a comprehensive health package.

Qualifications

• Minimum of 1+ years experience in wholesale mortgage lending sales.
• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Ability to conduct web meetings and presentations.

Responsibilities

• Help new brokers to conduct business with AHL.
• Educate brokers on loan products and pricing.
• Train brokers on loan submission processes.
• Manage broker performance and communicate results.

Skills

Customer service attitude

Relationship building

Team player

Basic knowledge of Non-QM

Proficiency in Microsoft Office

Tools

Encompass

LON

Job description

Overview

Account Executive who has a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.

Responsibilities

• Help new brokers with American Heritage (AHL) approval to conduct business with AHL.
• 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.
• Train mortgage brokers on loan submission and AHL processes.
• Sets expectations for brokers on understanding the loan process including submission, processing, underwriting, closing, and funding.
• Assists in resolving broker questions/or concerns without overpromising expectations. Communicate and work with AHL Account Managers as necessary to ensure desired production results.
• Manage broker performance and communicate results with AHL Leadership.
• Continue and participate with training brokers and stay in connection with the AHL process and guidelines.

Requirements

• Minimum of 1+ years experience in wholesale mortgage lending sales experience preferred.
• Ability to conduct and attend web meetings and conference calls including presentations.
• Basic knowledge of Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip.
• Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs.
• Perficient with Encompass/LON.
• Ability to attend trade shows & seminars as needed.

Benefits

• 401K with company match.
• Comprehensive benefits package including Medical/Dental/Vision/Basic Life.
• Aggressive salary benefits.
• Strong management and training support.

Please click on the following link to submit your resume: www-ahlend-com.apscareerportal.com