Account Executive

Description

BASIC FUNCTION

Markets Unified Reliance Wholesale products and services to prospective brokers; engage in marketing efforts to build customer base and increase business; manages established broker relationships including broker approvals, education, customer service and quality management regarding process, product & technology; work with the operations staff to facilitate the processing and closing of wholesale mortgage loans; stay current on mortgage laws, rules and regulations. Backs up team members as needed.

ORGANIZATIONAL RELATIONSHIPS

Reports to: Executive Vice President of Wholesale

Direct Supervisory Report(s): not applicable

ESSENTIAL DUTIES

A. Establishes monthly goals and objectives, in accordance with compensation agreement.

B. Cold calling potential clients 30–50 calls per day and tracking contacts in the company’s Broker Management Tool (BRM).

C. Required to regularly travel throughout assigned territory to visit and assist regular and prospective customers for new business.

D. Engage in marketing efforts to increase business, client and referral base.

E. Maintains sales contact, pipeline, and other pertinent sales activity reports.

F. Work directly with clients to provide training and daily support for loan delivery.

G. Engage in verbal and written communication with Operations staff and Brokers.

H. Work with the processor and other operations staff to facilitate the quick and smooth closing of the transaction.

I. Communicate with broker(s) on any additional needs and status updates.

J. Stays abreast of underwriting guidelines and program changes.

K. Request additional items from Brokers.

L. Handle customer and status inquiries.

M. Assist customers with system support (i.e. Broker Portal etc.)

N. Attend training as required by Axia from time to time.

O. Maintain the highest possible level of customer service.

P. Interface with other departments as necessary to ensure the smooth operation and growth of the Organization.

Q. Other duties as assigned.

Requirements

A. Minimum of 5 years of mortgage and/or sales experience, preferred.

B. FNMA/FHLMC and GNMA guideline experience required.

C. Fundamental understanding of loan program products, services, and policies.

D. Knowledge of current mortgage loan regulatory requirements/guidelines, residential loan products, loan processing functions, underwriting and closing procedures.

E. Demonstrated skill in monitoring and overseeing loan production pipeline.

F. Must be a self-motivated, strong leader with ability to clearly define and meet established performance metrics.

G. Communicates challenges and opportunities to Manager.

H. Ability to be flexible, multi-task and organize priorities in a fast-paced work environment, while maintaining a high level of focus and accuracy.

I. Ability to travel around assigned region as needed to fulfill job duties.

J. Effective verbal and written communications skills along with strong presentation skills.

K. Strong analytical skills combined with sound judgment and decision-making abilities.

L. High level of professionalism and ability to maintain confidentiality.

M. Strong customer service values and the ability to deliver a high level of responsiveness to both internal and external customers.

N. High level of computer literacy

O. Maintain knowledge and adhere to all regulations and compliance standards on internal and external policies.

P. Desire and ability to abide by our four pillars of: Advocacy, Excellence, Integrity, and Accountability.

CORE COMPETENCIES:

A. Achievement Orientation

B. Initiative

C. Client Focus

D. Decision Making

E. Dependability

The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.