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Community Savings · 2 months ago

Inside Account Executive

North Olmsted, OH

Full-time

Onsite

Mid Level

3+ years exp

Community Savings is seeking a Wholesale Inside Account Executive to generate new business and maintain relationships with mortgage brokers and lending partners. This role involves proactive sales outreach, supporting clients throughout the lending process, and achieving production goals while ensuring compliance with industry regulations.

BankingFinancial Services

Responsibilities

Make a minimum of 65 outbound calls daily to generate sales leads and cultivate new broker relationships

Identify, pursue, and onboard new broker and correspondent partners to increase market penetration and drive loan production

Achieve monthly, quarterly, and annual sales targets by managing a robust pipeline of loans from origination through closing

Ensure all partner activities comply with industry regulations, company policies, and ethical standards

Maintain an in-depth understanding of the company’s products, pricing, and underwriting guidelines, as well as competitor offerings and market trends

Qualification

Mortgage lending experienceSales skillsRelationship-buildingCRM software proficiencyMS Office SuiteUnderwritingCommunication skillsNegotiation skillsPresentation skills