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Account Executive, Inside
3 months ago
Summary:
The Inside Wholesale Account Executive is responsible for sourcing, building, and maintaining strong relationships with mortgage brokers through in-person visits, trainings and events to encourage business with Freedom Mortgage.
Essential Job Duties and Responsibilities:
Undertake training to learn to solicit and generate Wholesale business via all appropriate means
Assist the AE in managing customer support processes for current customers
Contribute to the AE’s generation of FHA, VA and Conventional mortgages through effective prospecting of mortgage brokers
Sources new brokers on an ongoing basis and submits required documents for broker approval
Assist in obtaining sufficient and complete documentation from the broker as required by Freedom Mortgage's underwriting/processing guidelines.
Supports the AE as they act as a liaison between Freedom Mortgage and the mortgage broker throughout all phases of the loan process
Maintain regular and punctual attendance. Comply with all company policies and procedures.
Other Job Duties and Responsibilities:
Performs other related duties as assigned.
Supervisory Responsibilities:
This position is an individual contributor.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and/or Experience:
High School Graduate/GED,
Bachelor’s Degree preferred
Proficiency with the Microsoft Office Suite products
Preferred:
One year of related experience or more
Mortgage industry knowledge
A role in sales or training
Familiarity with call center KPIs
Utilization of Salesforce as a CRM
Certificates, Licenses, Registrations :
None Required
Language Skills:
Ability to read words and to recognize similarities and differences between words and between series of numbers. Ability to comprehend and write simple instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical Skills:
Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Customer Service Relationships:
Requires moderate interpersonal and communication skills to ensure that customer requests or needs are met. Acknowledges and clarifies customer inquiries, requests, or complaints to ensure that needs are identified, documented and addressed.
Work Complexity:
Tasks are multiple and focus more on single processes. Work is sometimes standardized and sometimes varied.
Work Environment :
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.
Physical Demands :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.
Equal Employment Opportunity:
Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Americans with Disabilities Act:
Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.
Job Responsibilities:
The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization .
