Mortgage Relationship Manager
4 weeks ago
As a Mortgage Relationship Manager at VIP Mortgage Inc, you will be responsible for building and maintaining long-term relationships with Mortgage Brokers and Non-Delegated Correspondents (NDCs). Your goal will be to encourage and influence them to deliver loans to VIP TPO. This role requires excellent communication and relationship building skills, as well as the ability to thrive in a production-driven environment.
Key Responsibilities:
Track Broker and NDC contacts in VIP's Customer Relationship Management tool (CRM) to improve customer service relationships.
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, and procedures to ensure all loan files are complete and within VIP guidelines.
Add value to client relationships 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.
Requirements:
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.
Work Environment:
This is a fully remote position, Monday through Friday.
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