Sr. Account Executive

Job Description

Job Description

Job Summary 

The main goal of the Senior Account Executive will be to partner with Brokers to submit loans and maintain their Sales pipeline. 

Job Duties 

• Maintains sales contact, pipeline and other pertinent sales activity reports and useOptifiNow
• Work together with Operations Staff tofacilitateloans from Submission to Funding
• Responsible forestablishingnew business, developing current business relationships, and ensuring overall client satisfaction
• Obtains approval packages for new clients when needed
• Responsible forsolicitingbusiness from mortgage entities (Open territory)
• Follow up on potential clients
• Provide on-going service support to clients
• Communicates and trains clients onGenWay’sproducts, policies, and procedures to ensure all loan files are complete and within guidelines
• Representsthe company in a professional and enthusiastic manner: by providing an exceptional level of customer service, supporting the mission statement, and adhering to our core values in all functions of their job responsibilities and interaction with internal and external customers
• Supports the organization’s goals and values, gives and welcomes feedback and contributes to building a positive team spirit
• Additionalresponsibilities as management sees fit

 

Work Environment 

Remote: This role is fully remote and performed from the employee’s home or another approved off-site location. The company provides essential equipment such as computer, headset and webcam. A reliable internet connection and a quiet, professional workspace are expected.

 

Competencies 

• Excellent computer skills and working knowledge of MS office products
• Ability to communicate effectively both verbally and in writing
• Ability to organize and prioritize workload and meet deadlines
• Strong Customer service skills
• Strong attention to detail and organization skills

 

Minimum Qualifications 

• 1-2 years of experience as Account Executive inside or outside sales in Wholesale lending channel
• Prior Wholesale/Non-Delegated Correspondent Account Executive experiencerequired
• Proventrack recordof success in Sales
• Minimum of 3 years mortgage industry experience

 

Preferred Qualifications 

• CRM Experience –OptifiNowpreferred
• Experience with Encompass

 

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate via oral and written communication, such as phone calls, emails, and ticketing systems. The employee frequently is required to stand, walk, use hands and fingers and reach with hands and arms. This role may require long periods of sitting at a desk and working on a computer. The employee may occasionally be asked to pick up and/or move up to 15 pounds. 

Duties Disclosure 

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time, with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.