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Account Executive

American Heritage Lending, LLC

Job Description

Wholesale Mortgage Account Executive

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American Heritage Lending, LLC

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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.

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Position Overview:

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

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Essential Duties & Responsibilities include:

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  • Strong sales skills and knowledge of the mortgage lending business.
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  • Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers
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  • Speak and correspond with accounts on a daily to ensure their utmost satisfaction
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  • Train mortgage brokers on loan submission and AHL processes
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  • Sets expectations to brokers on understanding the loan process including submission, processing, underwriting, closing, and funding
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  • Assists in resolving broker questions/or concerns without overpromising expectations
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  • Communicates and work with AHL Account Managers as necessary to ensure desired production results
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  • Manage broker performance and communicate results with AHL Leadership
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  • Continue and participate with training brokers and stay in connection with AHL process and guidelines
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Experience & Minimum Qualifications (Skills, Knowledge & Abilities):

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