Mortgage Account Manager

1 week ago

Scottsdale, Arizona, United States VIP Mortgage Inc Full time
Job Title: Account Executive, TPO Division

At VIP Mortgage Inc, we are seeking a highly skilled and experienced Account Executive to join our TPO Division. As an Account Executive, you will be responsible for building and maintaining long-term relationships with Mortgage Brokers and Non-Delegated Correspondents (NDCs) while encouraging and influencing them to deliver loans to our VIP TPO.

Key Responsibilities:
  • Customer Relationship Management: Improve customer service relationships by tracking Broker and NDC contacts in our Customer Relationship Management tool (CRM).
  • Sales Performance: 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 ongoing 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.
Qualifications:
  • Education: High school diploma or equivalent, required.
  • Experience: Minimum 5 years' experience in Wholesale Mortgage and/or Non-Delegated lending experience.
  • Success: Proven success as an Account Executive or Relationship Manager.
  • Skills: Excellent communication and relationship building skills.
  • Client Base: Existing client base (preferred).
  • Detail-Oriented: Detail-oriented.
  • Production-Driven: Ability to thrive in a production-driven environment.
  • Team Player: Be a team player.
  • Computer Savvy: Computer/technology savvy.
Work Environment:
  • Remote Work: Fully remote position.
  • Work Schedule: Monday through Friday.

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