National Account Executive (Call Center)
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:
As a National Account Executive (Non-QM Wholesaler) in our call center, you will play a vital role in expanding our client base by reaching out to prospective mortgage brokers via phone calls, text messages, and emails. Your primary responsibility will be to establish and nurture relationships with potential clients, effectively communicating the value proposition of our services, and ultimately driving sales growth. This role requires a proactive and results-driven individual who excels in a fast-paced office environment. Compensation includes a base and commission for personal production.
Essential Duties & Responsibilities include:
Strong sales skills and knowledge of the mortgage lending business.
Conduct outbound calls, text messages, and emails to engage with prospective mortgage brokers.
Identify and qualify leads through effective communication and active listening.
Deliver compelling sales pitches tailored to the needs and preferences of potential clients.
Build and maintain strong relationships with clients to foster trust and loyalty.
Provide accurate and timely information about our products, services, and promotions.
Collaborate with the sales team to develop strategies for lead generation and conversion.
Achieve and exceed monthly sales targets and KPIs.
Maintain detailed records of interactions and transactions using CRM software.
Stay updated on industry trends, market conditions, and competitor activities.
Experience & Minimum Qualifications (Skills, Knowledge & Abilities):
Minimum of 1+ years' experience in wholesale mortgage lending sales, preferably in a call center environment
Excellent communication skills, both verbal and written, with a persuasive and engaging demeanor.
Strong negotiation and interpersonal skills, with the ability to build rapport quickly.
Self-motivated and target-driven, with a demonstrated track record of meeting or exceeding sales goals.
Ability to multitask and prioritize tasks effectively in a dynamic work environment.
Experience with being resilient including overcoming objections, navigating rejections, maintaining motivation
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 restrictions 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 restrictions 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; balance; stoop, kneel, crouch or crawl; talk or hear. This is a sedentary job allowing you to stand as needed. 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. 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 restrictions 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 – Troy, MI 48084
Benefits:
Medical
Dental
Vision
Basic Life & AD&D
Matching 401(k)
Vacation
Sick Time
Paid Holidays
Why American Heritage Lending:
We are a high-growth Company that doubled our staff in 2022
Competitive Wage
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
This Company describes its culture as:
Family-Accountability-Integrity-Teamwork-Have fun along the way
Start your career today with American Heritage Lending!
Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position.