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Community Savings · 1 month ago

Inside Sales/ Account Executive

Charlotte, NC

Full-time

Onsite

Mid Level

3+ years exp

Community Savings is focused on generating new business and maintaining relationships within the mortgage industry. The Wholesale Inside Account Executive is responsible for proactive sales outreach and delivering exceptional customer service to expand market share and achieve production goals.

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