Account Executive, TPO Division

2 weeks ago

Scottsdale, United States V.I.P. Mortgage Inc. Full time
Job DescriptionJob Description

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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