Account Executive

Responsibilities

As an Account Executive, you will work with pre-screened leads developed by the company. There is no cold-calling or lead generation required. Your job is to manage leads by providing a consultation to help clients meet their retirement goals. You will be trained to present mortgage opportunities over the phone, educating the customer on the product and the process, and will work with the customer throughout the process from start to finish.

• Participate in our extensive training program to learn how to interview applicants and advise customers on product, pricing, and process via phone call. This will refine your communication skills and negotiation tactics so you can excel in this role.
• Manage leads by phone, email, text, and CRM.
• Interview applicants to analyze financial and credit data, determine financing objectives, and advise customer on product, pricing, and process.
• Collect and analyze client's financial information and credit worthiness.
• Communicate with client to provide or request information and required documentation.
• Follow loan from application to closing, ensuring continued communication with the customer throughout the process.
• Operate in compliance with laws and regulations and adhere to lending compliance guidelines.

Qualifications

We are seeking dedicated, energetic, team-oriented individuals to join our team who are ready to elevate their sales career to uncapped new heights. We are looking for talented people who put customers at the forefront of everything they do.

• Bachelor's degree or equivalent preferred.
• Coachable; Ability to retain and apply skills learned through frequent sales trainings.
• Goal oriented; Motivated and driven by sales and uncapped earning potential.
• Detail oriented and organized with ability to manage multiple priorities.
• Demonstrate patience and professionalism when interacting with customers.
• Strong verbal and written communication skills.
• Ability to work on-site in a goal-oriented and team-oriented environment.

What We Offer

• $50,000 Base + Training/Licensing Pay + Uncapped Commission + Tier-based Incentives & Bonuses (including Rolex incentive).
• Extensive training - participate in ongoing group and individualized trainings with sales leaders.
• Internal Promotions.
• Paid Licensing/Training.
• Medical, Dental, Vision, 401K, Paid Time Off, & Pet Insurance.
• Subsidized Gym Membership.
• Free office snacks & refreshments.

Company Overview

South River Mortgage (SRM) is one of the fastest-growing reverse mortgage originators in the country. Founded in 2019, our mission is focused on helping customers find security in retirement. At SRM we put our customers first by helping them find the best reverse mortgage products that fit their specific needs. Our company is expanding, and we are seeking Account Executives to join our team in-person at our headquarters in Annapolis, MD.

Our Core Values

• Accountability - When we say it, we mean it.
• Community - Meet coworkers and friends.
• Growth - It's more than just a job, it's a career.
• Integrity - We choose to do what's right.
• Purpose - Meaningful work done by passionate people.

Location

• Annapolis, MD is a lively, waterfront city positioned between Baltimore and Washington, D.C.
• Brand new state-of-the-art office with employees in mind - from floor to ceiling windows to a fully-stocked pantry to a putting green and more!