What are the responsibilities and job description for the National Account Executive (Call Center) position at American Heritage Lending, LLC?
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.
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) :
Essential Mental & Physical Requirements :
Reasonable accommodations may be made to enable individuals with restrictions to perform the essential functions of the job.
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 :Location :
Onsite – Troy, MI 48084
Benefits :Why American Heritage Lending :
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.
