Mortgage Pricing Specialist
17 hours ago
We are seeking a highly motivated and experienced professional to join our team as a Mortgage Pricing Specialist. In this role, you will be responsible for proactively cross-selling and upselling products and services to existing clients, identifying opportunities to expand relationships and increase revenue.
Key Responsibilities:
* Build and nurture strong executive relationships with key clients to drive engagement and position the company as a trusted partner.
* Mentor and coach other Account Managers to uplevel their approach, mindset, skillset, and other areas to flourish and excel in their role.
* Perform ad hoc tasks as requested by management.
* Compose thoughtful, personalized responses for a variety of customer requests.
* Make active contributions to help achieve team goals and successes.
Requirements:
* At least 5 years of experience in Account Management and 2 years of management experience.
* Understanding of mortgage is strongly preferred.
* Past experience in Enterprise Saas sales.
* Excellent written and verbal communication skills.
* Strong interest in learning about Fintech.
* An entrepreneurial attitude with a strong desire to be an early and integral piece of a fast growing start-up.
* An eagerness, willingness and ability to learn about mortgage capital markets and Polly's software offerings.
* Passionate about customer support and about the role it plays in making a customer-centric team successful.
* Highly motivated, resilient and a tenacious passion for winning.
* Ability to communicate technical problems in a elegant and tactful way.
* Empathy, diplomacy, tact, and poise under pressure when working through customer issues.
About Polly:
Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly's revolutionary Product and Pricing Engine (PPE), Loan Trading Exchange, and actionable data and analytics to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably.
Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California. We value drive for excellence, independent thinking, teamwork and curiosity. We offer competitive salaries, 100% paid medical/vision/dental/disability/life insurance, unlimited PTO, and a hybrid environment with 3x weekly in an innovation center in San Francisco or Dallas.
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