Junior Relationship Manager

Job Description

Job Description

Wholesale Junior Relationship Manager

American Heritage Lending, LLC

Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.

Position Overview:

The Junior Relationship Manager (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. Junior Relationship Manager is required to build and maintain strong relationships with mortgage brokers.

Essential Duties & Responsibilities include:

• Excellent written and verbal communication skills
• Provide hospitality-level of service to all clients and team members
• Help facilitate new brokers relationships with American Heritage Lending Inc (AHL). Educate mortgage brokers with loan products, pricing, and technology and remain a constant resource, as needed
• Master internal functions and processes in order to successfully train Brokers on handling loans from Submission through Closing
• Speak and correspond with Brokers on a consistent basis to ensure their utmost satisfaction
• Reach out and prospect new Broker business through email campaigns and calls
• Address and resolve Broker questions and/or concerns in a timely manner
• Communicates and work with AHL Account Managers as necessary to ensure desired production results
• Monitor and help improve Broker performances and communicate results with AHL Leadership
• Attend and participate in internal Trainings and meetings to stay informed on AHL processes and guidelines

Experience & Minimum Qualifications (Skills, Knowledge & Abilities):

• Minimum of 1+ years' experience in wholesale mortgage lending sales experience preferred
• Ability to conduct and attend web meetings and conference calls including presentations
• Basic knowledge Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip
• Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs
• Proficient with Encompass/LON

Essential Mental & Physical Requirements:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

• Frequently required to sit, stand, kneel, stoop, or squat
• Use hands or fingers to handle or feel objects, tools, or controls
• Reach with hands and arms
• Talk or hear
• Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus
• Occasionally lift and/or move up to 25 pounds
• Ability to analyze situations logically to identify causes and draw solid conclusions
• Ability to anticipate the consequences of a situation
• Ability to modify one’s own behavior to meet expectations of others
• Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs
• Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing

Physical Demands:

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment:

This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 25 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.

Job Classification:

• Non-Exempt

Location:

•   Onsite- 19800 MacArthur Blvd, Ste 950, Irvine, CA 92612

Benefits:

• Medical
• Dental
• Vision
• Basic Life & AD&D
• Matching 401(k)
• Paid Time Off
• Paid Holidays

Why American Heritage Lending:

• We are a high-growth Company that doubled our staff in 2022
• Competitive Salary
• Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
• We are not impacted by the volatility of the interest rate