Centralized Account Executive

Primary Function

The Centralized Account Executives markets wholesale and correspondent products and services to prospective brokers/bankers through leads and centralized telemarketing channels. In addition, the Centralized Account Exec-DTB manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.

Principal Duties

• Formulate and establish funding projections/goals in conjunction with Wholesale leadership to align with Wholesale and Correspondent loan production, quality, and volume targets
• Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process through inbound and outbound calls
• Use company provided leads and marketing resources to meet minimum volume goals
• Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list
• Conducts online presentations at broker offices to promote the Company’s Value Proposition and present our process, product and technology platforms
• Serves as subject matter expert on company policies, procedures, products and technology
• Collaborates with loan operations team to manage active pipeline
• Escalates second reviews to appropriate Operations/Underwriting leadership
• Establishes communication protocol with Client Relations Managers to optimize service delivery
• Assists clients with lock reconciliation, extensions and exceptions
• Ensures that clients understand the Company’s loan processing, underwriting and closing processes

Education and Experience Requirements

• Graduation from a 4-year college or university with major coursework in a related discipline; Equivalent job/education experience will be considered.
• 4+ years of experience in sales and/or real estate.
• 2+ years of mortgage sales, including Government and Conventional products, i.e.: FHA, VA, FNMA, and FHLMC and related guidelines.

Knowledge, Skill, and Ability Requirements

• Knowledge of local real estate market
• Working knowledge of investor guidelines, underwriting policies and loan products.

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.