What are the responsibilities and job description for the Wholesale Mortgage Account Executive position at OneTrust Home Loans?
ABOUT ONETRUST HOME LOANS
If you are looking for an organization that has established an outstanding reputation for quality products and services and where you are an important member of a professional team, then OneTrust Home Loans may be for you. We are recognized as a Fortune 5000 company offering conventional, FHA, VA, USDA, and jumbo financing, while boasting portfolio, construction, and structure finance lending divisions. Our focus on utilizing the latest technology to streamline the home loan process has made us a leader in our space. We really listen to our clients in order to anticipate their home financing goals and dreams. We're mortgage educators and financing strategists, providing detailed information and sound advice on mortgage options and industry trends. We focus our energies on a transparent and open communication loan process to close loans quickly.
If our employees are successful, we are successful. Our goal is to provide them with the most current competitive tools and information possible. Employees and management listen, engage, and provide honest feedback to each other. Those who make outstanding contributions are recognized for their outstanding customer service and are eligible for key programs. In order to hire and retain employees who share our values of integrity, transparency, innovation, and greatness, we offer attractive employment packages, work-life balance, a wide range of training opportunities, and an innovative and exciting business culture. Service is everything!
Position Summary
The Wholesale Account Executive will be responsible for managing and growing relationships with wholesale clients including mortgage brokers and real estate professionals.
Essential Duties and Responsibilities
- Create and implement sales strategy to achieve the established goals in the assigned territory.
- Manage a database of contacts for weekly email campaigns.
- Market OneTrust's products and programs to the mortgage and real estate community.
- Establish new relationships and sustain existing ones with licensed mortgage brokers.
- Educate and guide brokers through the loan submission process including training on loan submissions and fulfillment.
- Set clear expectations and provide understanding of the entire loan process including submissions, underwriting, locks, closing and funding.
- Provide continuous service support to mortgage brokers.
- Assist in resolving customer questions, issues, objections and educate customers about the escalation process.
- Serve as a liaison between brokers and the operations team.
- Communicate and collaborate with the operations team to ensure desired production outcomes and ensure proper customer service is delivered.
The above functions are intended to describe the general nature and level of work performed by individuals assigned to this job. This is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of employees assigned to this job.
Education and Experience :
Knowledge, Skills and Abilities
CALIFORNIA JOB APPLICANT PRIVACY NOTICE REGARDING THE COLLECTION OF PERSONAL INFORMATION
This Job Applicant Notice is designed to meet obligations under the California Privacy Act ("CPRA"), as amended by the California Consumer Privacy Act ("CCPA"), regarding how CalCon Mutual Mortgage, LLC collects and processes personal information during the application and recruitment process. This Job Application Notice solely applies to applicants of CalCon Mutual Mortgage, LLC who reside in the State of California.
In the event of a conflict between any other CalCon Mutual Mortgage, LLC policy, statement, or notice and this Job Applicant Notice, this Job Applicant Notice will prevail as to California job applicants. Unless stated otherwise, CalCon Mutual Mortgage, LLC may collect personal information and use it for certain business purposes. Under the CPRA, "consumers" means California residents, including job applicants, employees, or contractors of a business. CalCon Mutual Mortgage, LLC will only process your personal information in accordance with the Company's Privacy Notice, unless otherwise required by applicable law. You can submit a request to regarding the Company's Privacy policy to know about the categories of data being collected, the purposes for which the data will be used and your rights to opt out.
