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AD Mortgage LLC · 2 weeks ago

Wholesale Account Executive

United States

Full-time

Remote

Senior Level

5+ years exp

A&D Mortgage LLC is a National Top 10 Wholesale Lender seeking to hire Wholesale Account Executives in multiple territories across the country. The role involves developing and maintaining strong relationships with mortgage brokers, executing sales plans, and providing ongoing support and training to clients.

AccountingBankingCommercial LendingFinanceFinancial ServicesLendingPersonal Finance

Growth Opportunities

Responsibilities

Develop and execute a detailed business sales plan to strategically solicit, grow and maintain strong relationships with mortgage Brokers/Bankers while travelling within an assigned territory

Demonstrate a comprehensive knowledge and applicability of loan programs, policies and procedures to articulate competitive differentiators and a value proposition

Enter data into and maintain a customer relationship manager (CRM) for sales and marketing initiatives to prospective accounts and existing client base

Identify and qualify new opportunities, conduct on-site visits of prospective accounts’ premises, and manage the Broker approval and recertification process

Market A&D Mortgage and give presentations to potential partners (primarily in person at the clients’ place of business) explaining and educating our unique opportunities

On-board new clients and present educational training and updates regarding loan products & programs, policies, procedures and technology

Set expectations and understanding of loan process for submission, underwriting, locks, closing, and funding

Cultivate both internal and external relationships to effectively manage customer expectations

Travel to clients’ locations on a regular basis to review their needs, resolve any issues and to promote new products and opportunities

Evaluate borrower scenarios to determine qualification under our guidelines

Monitor pipeline performance daily, including tracking monthly lock, submitted and funded volume, pull-through ratios, and loan quality

Collaborate with key stakeholders on challenges and issues; and deliver professional resolution. Serve as liaison between clients and operations team

Provide ongoing customer, competitor and market intelligence to Sales Management team

Maintain familiarity with legal, regulatory, and company policies and procedures, including attending industry educational seminars

Attend and engage in trade shows and other industry events

Qualification

Mortgage sales experienceFannie Mae knowledgeFreddie Mac knowledgeGovernment lending practicesNetworking skillsNegotiation skillsBusiness acumenAttention to detailOrganizational skillsVerbal communicationWritten communication

Required

5+ years of mortgage sales experience

Strong working knowledge of Fannie Mae, Freddie Mac and Government lending practices

Excellent networking, relationship building and negotiation skills

Demonstrate business acumen and a deep understanding of business sales processes

Strong written, verbal, organizational and attention to detail skills

High school diploma or equivalent required

Preferred

Proven production history and established client base preferred

College degree desired

Benefits

PTO/Sick Days

Comprehensive medical, dental, vision benefits

Paid volunteer hours

Life Insurance, Short-term Disability, and Long term Disability

Health Savings Account

401k

Paid training and career development

Career Growth: As part of a growing and evolving company, you will have ample opportunities to develop your career, take on new challenges, and make a significant impact.

Work-Life Balance

Inclusive Culture: We are committed to fostering a diverse and inclusive workplace where all employees feel valued and empowered. We celebrate unique perspectives and believe diversity drives innovation.

Cutting-Edge Technology: Access state-of-the-art learning tools and technologies to enhance your own professional development and that of the entire organization.