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Visio Lending · 1 month ago

Remote Mortgage Account Executive

United States

Full-time

Remote

Entry, Mid Level

$100K/yr - $400K/yr

2+ years exp

Visio Lending is the nation’s leader in rental home financing, seeking a Mortgage Account Executive to work remotely. The role focuses on originating non-QM investor residential loans by establishing broker relationships and managing a pipeline of prospects.

FinanceFinTechLendingReal EstateReal Estate Investment

Responsibilities

Working in a remote setting focused on inbound leads to originate loans

Originating a portfolio of mortgage loans through the identification and development of relationships with realtors, mortgage brokers, and investors

Managing a pipeline with multiple prospects

Analyzing potential loan markets and developing referral networks to locate prospects for loans

Recruiting and managing referral sources:

Participating in determining how and where referral sources advertise our products

Participating in establishing processes for the distribution of leads for referral sources

Identifying and creating new referral lead sources

Overseeing the processing of referral payments

Articulating a high level of understanding of real estate investors’ needs, discussing their short- and long-term objectives, including return targets

Educating and guiding customers on registering on the VFS website and understanding how to utilize the website

Understanding customer needs and helping them select a loan product that would help them meet their goals

Working with management to actively project closed loan volume and consistently meet funding goals

Remaining a front-line contact for customers

Developing and applying strategy and tools to ensure exceptional customer experience by analyzing recorded phone calls made and received on the VFS phone system

Exhibiting strong initiative and attention to detail, and possessing the ability to handle multiple tasks effectively

Working effectively in a collaborative work environment and maintaining a positive attitude

Engaging in a planned program of self-development and training, ensuring continuing knowledge of products, sales process, and regulatory developments

Working with management and team members to develop professional, respectful relationships between internal staff

Qualification

Sales experienceMortgage Loan OriginationsMicrosoft Office SuiteFinancial analysisCustomer serviceSelf-starterGoal-orientedAttention to detailCollaboration

Required

2 + years of sales experience

High school diploma/GED equivalent

Proficient in the Microsoft Office Suite

Ability to use standard office equipment, printer, scanner, copier, fax, telephone, personal computer, and other peripheral devices

Self-starter, highly motivated, goal-oriented, passionate, high-achieving, and hardworking

Internal Applicants: 6 months of Visio Lending work experience which includes no disciplinary actions. Current Manager notification is needed to apply for a vacant position. Any applicant that does not meet these conditions will require approval from the executive team member over the hiring department prior to extending a job offer