Account Executive, TPO Division
3 months ago
SUMMARY:
Build and maintain long-term relationships and partnerships with Mortgage Brokers and Non-Delegated Correspondents (NDCs) while encouraging and influencing them to deliver loans to VIP TPO.
ESSENTIAL JOB FUNCTIONS:
- Improve customer service relationships by tracking Broker and NDC contacts in VIP's Customer Relationship Management tool (CRM).
- Maintain, review, and monitor sales contact information, pipeline reports and other pertinent sales activity reports to improve relationships with customers.
- Train and educate Brokers and NDCs on programs, products, policies & procedures to ensure all loan files are complete and within VIP guidelines.
- Add value to client relationship by providing additional ancillary services available at VIP, such as assisting in marketing material, to generate additional business.
- Remain knowledgeable of underwriting guideline and program changes to satisfy customer's needs for VIP's products and services.
- Be knowledgeable and available to pre-underwrite/pre-qualify loan scenarios.
- Provide on-going customer service and support to Brokers and NDCs by visiting regularly, to maintain and build professional and personal relationships.
- Utilize business development skills to establish new business.
- Communicate well verbally and in writing with co-workers and customers, acting as liaison between customers and VIP's internal departments to ensure cohesive business flow.
QUALIFICATIONS:
- High school diploma or equivalent, required.
- Minimum 5 years' experience in Wholesale Mortgage and/or Non-Delegated lending experience.
- Proven success as an Account Executive or Relationship Manager.
- Excellent communication and relationship building skills.
- Existing Client base (preferred).
- Detail oriented.
- Ability to thrive in a production driven environment.
- Be a team player.
- Computer/Technology savvy.
OFFICE ENVIRONMENT
- Fully remote position
- Monday through Friday
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