Inside Wholesale Account Executive

2 months ago

Charlotte, United States Spring EQ Full time

Overview

Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com.

At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to

  • Be kind and treat all people – teammates, customers, and vendors – with respect and consideration
  • Be adaptable and embrace change
  • Be accountable and take responsibility and deliver the effort to fully complete the task
  • Be better and strive for continuous improvement in ourselves, our team, and the company for our customers
  • Be part of the solution and solve problems, find the answers, and collaborate
  • Work hard, have fun, and get things done

Spring EQ is hiring Inside Wholesale Account Executives in Charlotte, NC to join our rapidly growing team.


Responsibilities

  • Responsible for identifying, contacting, and gaining approval for new home equity brokers.
  • Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications for existing and newly approved Spring EQ customers.
  • Advises brokers of Spring EQ programs, pricing and submission policies and procedures.
  • Assists brokers in loan submission process.
  • Trains brokers on use of available online systems for loan submissions, rate sheets and loan lock procedures.
  • Acts as liaison with broker, and internal processor, processing, underwriting, and closing to ensure timely loan closings.
  • Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and denial notices.
  • Work, maintain and update contacts in the CRM system.
  • Maintain all customer confidential information in accordance with all company policies and all laws.
  • Manages loan pipeline to achieve departmental goals and objectives.
  • Provide a high level of customer service to brokers during the loan process.
  • This position requires a hybrid office/remote work schedule with an in-office presence a minimum of three days per week.


Qualifications

  • Demonstrated sales performance with a focus on developing and maintaining broker relationships
  • Proven ability to set and reach sales goals
  • Knowledge of state and federal lending regulations
  • Knowledge of industry regulatory requirements
  • Knowledge of home equity transactions
  • Knowledge of Spring EQ policies, procedures, and guidelines
  • Knowledge of Spring EQ’s underwriting guidelines and investor requirements
  • Ability to learn quickly and retain information about Spring EQ sales process flow, and products
  • Excellent verbal, written and presentation communications skills
  • High school diploma or equivalent required.
  • 1 – 5 years of experience as a sales representative required, preferably in the mortgage industry.


Benefits

  • 401k Company Match
  • Commuter Benefits
  • Credit Union Membership
  • Company Holidays
  • Dental Insurance
  • Dependent Care Plan
  • Disability Insurance
  • Employee Assistance Program
  • Life Insurance
  • Medical Insurance
  • Paid Time Off Plan
  • Vision Insurance

Applicants must be authorized to work in the US. We do not offer sponsorship for work authorization, or related employment visas, for this position.


Spring EQ is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.

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