Mortgage Account Executive

6 days ago


Newport Beach, California, United States Excelerate Capital Full time
About the Role

We are seeking a highly skilled Mortgage Account Executive to join our team at Excelerate Capital. As a Mortgage Account Executive, you will be responsible for estimating credit worthiness, calculating risk, and approving mortgage loans after a thorough examination of documents.

Key Responsibilities
  • Develop and maintain strong working relationships with mortgage brokers and other industry professionals.
  • Establish and develop relationships with new customers and follow up on qualified leads.
  • Provide proper presentation about our products and loan process to brokers.
  • Manage pipeline for all assigned accounts and act as a liaison between sales and operations staff.
  • Follow up on funding conditions and meet assigned monthly closing goals.
  • Analyze account potential and profitability, and develop account closing and growth strategies.
  • Review and/or process loans submitted by third party originators (TPOs) and create and foster good working relationships with TPOs.
Requirements
  • Minimum of 2-3 years of mortgage industry experience.
  • Superior customer service skills with the ability to communicate real-time updates in a professional manner.
  • Strong communication skills for developing quality leads and establishing relationships with clients.
  • Critical thinking and decision-making skills used when analyzing financial histories and mortgage applications.
  • Presentation and negotiation skills to navigate the sales process and successfully close deals.
  • Ability to multitask and remain organized under pressure.
  • Proficient with word processing and spreadsheet software.

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