Centralized Account Executive

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

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.

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

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Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits :

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave

• Pet insurance

• Adoption Assistance

• Tuition reimbursement

• Employee Loan Program

• The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more

• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice

• Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

• Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.