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Wholesale Account Representative

2 months ago

Cerritos, California, United States Sun West Mortgage Full time
Job Summary

We are seeking a highly skilled Wholesale Account Executive to join our team at Sun West Mortgage. As a key member of our sales team, you will be responsible for forging deep business relationships with clients and driving revenue growth through exceptional sales and customer service skills.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their business needs and provide tailored solutions to meet their objectives.
  • Utilize extensive product knowledge and deal restructuring skills to identify business opportunities and drive sales growth.
  • Stay up-to-date with market trends and competitor activity to ensure Sun West Mortgage remains competitive in the mortgage market.
  • Troubleshoot and resolve loan-level and systemic problems, difficulties, or performance concerns with clients in a timely and professional manner.
  • Escalate issues to management with proposed solutions, ensuring compliance with company guidelines and regulations.
  • Adhere to high-quality service standards, internal controls, and security procedures to maintain the integrity of Sun West Mortgage's services and loan programs.
  • Ensure compliance with all federal regulations and disclose accurate information to all parties as necessary.
Requirements

To be successful in this role, you will need to possess:

  • Excellent communication and interpersonal skills.
  • Strong business acumen and understanding of the mortgage market.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and problem-solving skills.
  • Ability to maintain confidentiality and handle sensitive information.