South River Mortgage · 2 months ago
Account Executive
Annapolis, MD
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $50K/yrSouth River Mortgage is one of the fastest-growing reverse mortgage originators in the country, focused on helping customers find security in retirement. As an Account Executive, you will manage pre-screened leads, provide consultations to clients, and guide them through the mortgage process from start to finish.
AdviceConsultingFinancial Services
Hiring Manager
Madasin Gregg
Responsibilities
Manage leads by providing a consultation to help clients meet their retirement goals
Participate in our extensive training program to learn how to interview applicants and advise customers on product, pricing, and process via phone call
Manage leads by phone, email, text, and CRM
Interview applicants to analyze financial and credit data, determine financing objectives, and advise customer on product, pricing, and process
Collect and analyze client's financial information and credit worthiness
Communicate with client to provide or request information and required documentation
Follow loan from application to closing, ensuring continued communication with the customer throughout the process
Operate in compliance with laws and regulations and adhere to lending compliance guidelines
Qualification
Required
Bachelor's degree or equivalent preferred
Coachable; Ability to retain and apply skills learned through frequent sales trainings
Goal oriented; Motivated and driven by sales and uncapped earning potential
Detail oriented and organized with ability to manage multiple priorities
Demonstrate patience and professionalism when interacting with customers
Strong verbal and written communication skills
Ability to work on-site in a goal-oriented and team-oriented environment
Benefits
Extensive training - participate in ongoing group and individualized trainings with sales leaders.
Internal Promotions.
Paid Licensing/Training.
Medical, Dental, Vision, 401K, Paid Time Off, & Pet Insurance.
Subsidized Gym Membership.
Free office snacks & refreshments.
Company
South River Mortgage
South River Mortgage retirement professionals have changed the lives of many helping seniors every day to put home equity to work.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jack Haynes
Chief Operating Officer
Recent News
2025-10-07
2025-04-08
Company data provided by crunchbase