Mortgage Account Manager
1 week ago
We are seeking a highly skilled Account Executive to join our TPO Division. As a key member of our team, you will be responsible for building and maintaining long-term relationships with Mortgage Brokers and Non-Delegated Correspondents (NDCs). Your primary goal will be to encourage and influence them to deliver loans to VIP TPO.
Key Responsibilities- Customer Service: Improve customer service relationships by tracking Broker and NDC contacts in VIP's Customer Relationship Management tool (CRM).
- Sales and Marketing: Maintain, review, and monitor sales contact information, pipeline reports, and other pertinent sales activity reports to improve relationships with customers.
- Training and Education: Train and educate Brokers and NDCs on programs, products, policies, and procedures to ensure all loan files are complete and within VIP guidelines.
- Value-Added Services: Add value to client relationships by providing additional ancillary services available at VIP, such as assisting in marketing material, to generate additional business.
- Product Knowledge: Remain knowledgeable of underwriting guidelines and program changes to satisfy customer needs for VIP's products and services.
- Pre-Underwriting: Be knowledgeable and available to pre-underwrite/pre-qualify loan scenarios.
- Customer Support: Provide on-going customer service and support to Brokers and NDCs by visiting regularly, to maintain and build professional and personal relationships.
- Business Development: Utilize business development skills to establish new business.
- Communication: 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.
- Education: High school diploma or equivalent, required.
- Experience: Minimum 5 years' experience in Wholesale Mortgage and/or Non-Delegated lending experience.
- Skills: 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, and be a team player.
- Work Environment: Fully remote position, Monday through Friday.
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