Job Description
Position: Wholesale Account Executive
Location: Irvine, CA
***** Would you like to play an important role in a growing 5 star company that emphasizes efficiency in the operations department which result in fast turn times? We are on target to go from 100 team members to 200 team members in 2021! We have open territory for our A.E. and they love it!
A thriving Orange County Wholesale Mortgage Company has a job opening for a Wholesale Account Executive. Account Executive skills are extremely important; however, our company places a larger emphasis on strong work ethics, dedication, integrity, and team unity. We have a strong positive team at WestGen Lending, and it all revolves around providing the tools to ensure success in very role. Come join the” WestGen Lending family”!
SUMMARY: The main goal of the Wholesale Account Executive will be to attract and retain brokers, and their originators, who will submit loans, resulting in funding and meet or exceed expectations.
KEY RESPONSIBILITIES:
• Maintains sales contact, pipeline and other pertinent sales activity reports and use Sales Force
• Work together with Operations Staff to facilitate loans from Submission to Funding
• Responsible for establishing new business, developing current business relationships and ensuring overall client satisfaction
• Obtains approval packages for new clients when needed
• Responsible for soliciting business from mortgage entities (Open territory)
• Follow up on potential clients
• Provide on-going service support to clients
• Communicates and trains clients on WestGen Lending products, policies and procedures to ensure all loan files are complete and within guidelines
• Establishes and maintains an effective territory plan of attack for WestGen Lending clients (Brokers) and provides a written report of sales call activities to the sales manager
• Stay abreast of indices, market changes, and underwriting guideline changes in order to discuss the mortgage market in an informed fashion
PROFESSIONAL EXPERIENCE, EDUCATION, AND QUALIFICATIONS:
• 1-2 years of experience as Account Executive inside or outside sales in Wholesale lending channel
• Prior Wholesale Account Executive experience not required
• Minimum of 3 years mortgage industry experience
• Excellent computer skills and working knowledge of MS office products
• Ability to communicate effectively both verbally and in writing
• Strong Customer service skills
• Ability to organize and prioritize workload and meet deadlines
Salary: Base plus Competitive Compensation
Benefits:
· Medical, Vision and Dental Coverage Available to qualified employees
· Paid holidays, vacations, and sick days