TPO Account Executive

4 weeks ago

Chesterfield, United States Gershman Mortgage Full time
Account Executive - Third-Party Mortgage Origination

About Gershman Mortgage

Communities, families, and homes are at the heart of what we do at Gershman Mortgage. Our founding principles are based on the core values of honesty, integrity, the entrepreneurial spirit, and putting our customers first. We are passionate and committed to customer service and strive to ensure that we exceed the expectations of our customers. We are a customer-centric company devoted to creating and maintaining long-lasting relationships.

About the Position

The Account Executive is responsible for locating, signing up, training, and soliciting mortgage loans from mortgage brokers, mortgage bankers, banks, and credit unions.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Essential Functions
  • Develops, builds, and maintains long-term relationships with brokers, banks, and credit unions
  • Makes routine sales calls on wholesale/correspondent customer base to solicit loan volume and maintain a robust pipeline continually
  • Ensures successful onboarding of new business relationships
  • Obtains all required loan documents and financial statements from prospective brokers, banks, and credit unions and sends for customer approval
  • Works closely with processing and underwriting to ensure fast turnaround time and quality of underwriting of customers' loans
  • Works closely with mortgage closers to ensure smooth, accurate, and high-quality loan closings
  • Continually monitors the performance of accounts in the pipeline and provides expert customer service
Competencies
  • Knowledge of mortgage processing, underwriting, and closing procedures
  • Knowledge of mortgage loan regulatory requirements, residential products, and functions
  • Desire to maximize personal productivity through attention to detail, self-motivation, and adaptability to achieve personal business plan goals
  • Actively participate in opportunities to expand knowledge, influencing, and interpersonal skills through continuing educational opportunities
Education and Experience
  • Associate degree or equivalent experience in residential mortgage sales is preferred
  • 2+ years of residential mortgage experience
  • Established relationships with local referral networks

Work Environment

This job operates in a professional office environment and routinely uses standard office equipment, such as computers, phones, photocopiers, filing cabinets, scanners, and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. No or very limited physical effort is required. No or very limited exposure to physical risk. Work is generally performed in a typical office work environment.

EEO Statement

Gershman Mortgage is an Equal Opportunity Employer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of the activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.

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