Wholesale Mortgage Account Executive

3 days ago


Houston, Texas, United States OneTrust Home Loans Full time

About OneTrust Home Loans

We are a leading mortgage lender recognized for our quality products, services, and commitment to innovation. Our goal is to provide our employees with the most current competitive tools and information possible.

Our Culture

We value integrity, transparency, innovation, and greatness. We offer attractive employment packages, work-life balance, a wide range of training opportunities, and an innovative business culture that prioritizes customer satisfaction.

The Wholesale Account Executive Role

This key position will be responsible for managing and growing relationships with wholesale clients, including mortgage brokers and real estate professionals. The successful candidate will create and implement sales strategies to achieve established goals in their assigned territory.

Duties and Responsibilities

  • Create and implement sales strategies to achieve established goals in the assigned territory.
  • Manage a database of contacts for weekly email campaigns.
  • Market OneTrust's products and programs to the mortgage and real estate community.
  • Establish new relationships and sustain existing ones with licensed mortgage brokers.
  • Educate and guide brokers through the loan submission process, including training on loan submissions and fulfillment.
  • Set clear expectations and provide understanding of the entire loan process, including submissions, underwriting, locks, closing, and funding.
  • Provide continuous service support to mortgage brokers.
  • Assist in resolving customer questions, issues, objections, and educate customers about the escalation process.
  • Serve as a liaison between brokers and the operations team.
  • Communicate and collaborate with the operations team to ensure desired production outcomes and proper customer service delivery.

Requirements

To succeed in this role, you should have:

  • Sales and business development experience preferred.
  • 3+ years of mortgage experience.
  • Excellent communication skills, both verbal and written.
  • Excellent computer skills and working knowledge of Microsoft office products.
  • Strong communication and interpersonal skills, and a high level of professional integrity.
  • A high level of customer service and attention to detail.
  • Ability to maintain strong time management and organizational skills in a dynamic and changing environment.

Estimated Salary: $65,000 - $85,000 per year, depending on experience and qualifications. If you are looking for a challenging and rewarding career opportunity, we encourage you to apply.



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