Summit Funding, Inc. · 1 day ago
Sr Account Executive (Wholesale Lending Non QM)
United States
Full-time
Remote
Senior LevelSummit Funding, Inc. DBA Lead + Wholesale Lending is a company that specializes in non-QM lending, focusing on delivering innovative lending solutions and supporting mortgage brokers' personal development. They are seeking experienced Account Executives to join their Sales Team, where the role involves engaging with clients, providing market intelligence, and ensuring excellent service to broker partners.
FinanceFinancial ServicesLendingWealth Management
Hiring Manager
Jennifer Hudson
Responsibilities
Engage with Client and Prospective Client database through multiple markets including Phone, Email, Direct Marketing, social media tools
Communicate / Develop relationships with Operations / Fulfillment team members
Provide market intelligence
Have fluency of industry knowledge and enhance your expertise through training, industry publications, lending bulletins
Be a subject matter expert on the Organization’s Lending policies, procedures, products, and technology
Conduct group presentations over phone/video to promote the Organization’s Value Proposition and present our process, product, and technology platforms
Provide excellent service through disciplined follow-up and guidance to our Broker Partners
Strong sales skills and knowledge of the mortgage lending business
Communicate and work with Account Managers as necessary to ensure desired production results
Continue and participate with training brokers and stay in connection with company processes and guidelines
Help new brokers with Lead+ approval process to conduct business with Lead+
Educate mortgage brokers with loan products, pricing, and point of contact, and be the one who communicates with prospective/existing brokers
Speak and correspond with accounts on a daily to ensure their utmost satisfaction
Qualification
Required
Recent experience as an Account Executive in Wholesale Lending
Proven production history and established broker base
Ideal candidate will have established broker relationships and the ability to fund $3M on a monthly basis
Strong knowledge in 'non-QM' Paper and 2nd lien programs
Excellent networking and negotiation skills
Excellent verbal, written, and interpersonal communications skills
Must be detail-oriented, organized, and disciplined
Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment
Ability to work remotely to establish, maintain and grow relationships, face to face if local over the phone, email, or other electronic forums
Benefits
401(k)
Health benefits
Company
Summit Funding, Inc.
Summit Funding, Inc. is more than just a mortgage company.
Founded in 1995
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Hardin
Loan Partner
Alison Everitt
Loan Partner II
Recent News
HousingWire.com
2025-05-02
2022-10-13
Company data provided by crunchbase