Demo

Account Executive

Customer Service
Rochester, MI Full Time
POSTED ON 2/10/2025
AVAILABLE BEFORE 5/9/2025

Job Description

Job Description

This hardworking team is one of the biggest forces behind our business'

achievements, working diligently to create long-term relationships with broker partners,

to help grow their businesses and sell the value of our clients. Our AEs take vast industry

knowledge and unparalleled client service to another level — and you can be part of it

all.

If you’re ready to bring your “A” game, we’ll cover the training, tools, and resources you

need to get started. All new AEs get 500 hours of training each year, plus their own

portfolio of brokers, and highly competitive products and services. Then you’re off —

building relationships with your brokers, coaching them, and most importantly, helping

them succeed. Because when they succeed, you do, too.

WHAT YOU WILL BE DOING

  • Building and maintaining long-term relationships with broker accounts in all 50 states
  • Training and educating brokers on our Application System (EASE), programs, products, guidelines, and processes
  • Acting as your clients’ go-to resource for guidance and solutions
  • Delivering up-to-the-minute information about the latest products, resources and industry updates
  • Championing your brokers and striving to make every loan a success story
  • Monitoring the performance of accounts in your pipeline
  • Building and managing a strong pipeline of loans to meet and exceed sales goals

WHAT WE NEED FROM YOU

Must-Have Qualifications :

  • High school diploma or equivalent
  • Minimum one year of experience in mortgage sales as a loan officer, mortgage banker or wholesale account executive
  • OR minimum one year of relationship-based sales experience
  • Understanding the difference between retail and wholesale lending
  • Proven success in building business relationships
  • Confident communication skills and professionalism over the phone and face-to face
  • Proficient in technology including Microsoft Office, CRM and the ability to multi-task
  • Ability to take feedback and be coached up with the desire to get better every day
  • Hard workers who take accountability for their actions
  • Self-motivated with a strong work ethic and a positive attitude
  • On-site, full-time attendance
  • Nice To Have Qualifications :

  • Knowledge of the mortgage industry with previous experience working for a retail or wholesale mortgage lender
  • Inside sales and / or phone sales experience
  • A passion for the mortgage industry
  • Previous in a business-to-business sales model
  • A desire for a six-figure income and motivated to work in a competitive sales environment
  • Account executives work a 10 : 00 to 7 : 00 pm schedule with a one-hour lunch.

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