Primary Function
The Centralized Account Exec-DTB markets wholesale and correspondent products and services to prospective brokers/bankers through leads and centralized telemarketing channels. In addition, the Centralized Account Exec-DTB manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.
Principal Duties
- Formulate and establish funding projections/goals in conjunction with Wholesale leadership to align with Wholesale and Correspondent loan production, quality, and volume targets
- Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process through inbound and outbound calls
- Use company provided leads and marketing resources to meet minimum volume goals
- Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list
- Conducts online presentations at broker offices to promote the Company’s Value Proposition and present our process, product and technology platforms
- Serves as subject matter expert on company olicies, procedures, products and technology
- Collaborates with loan operations team to manage active pipeline
- Escalates second reviews to appropriate Operations/Underwriting leadership
- Establishes communication protocol with Client Relations Managers to optimize service delivery
- Assists clients with lock reconciliation, extensions and exceptions
- Ensures that clients understand the Company’s loan processing, underwriting and closing processes
Education and Experience Requirements
- Graduation from a 4-year college or university with major coursework in a related discipline; Equivalent job/education experience will be considered.
- 4+ years of experience in sales and/or real estate.
- 2+ years of mortgage sales, including Government and Conventional products, i.e.: FHA, VA, FNMA, and FHLMC and related guidelines.
Knowledge, Skill, and Ability Requirements
- Knowledge of local real estate market
- Working knowledge of investor guidelines, underwriting policies and loan products.
Job Type: Full-time
Pay: $45,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Experience level:
Schedule:
Supplemental pay types:
Travel requirement:
Work Location: In person