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Wholesale Mortgage Account Executive - Remote - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | New York, NY New York, New York |
About this job
"Role & Responsibilities
The Account Executive role for the Wholesale Channel is responsible for the business development, performance management, and day-to-day relationship management of reverse and traditional mortgage Brokers and Correspondents in the assigned region of the United States. This role will ensure that growth, production, and profitability goals are accomplished. Specific responsibilities include:
Planning and executing business development strategies to increase the production and generation of revenue from
Brokers/Correspondents. Reviewing Brokers/Correspondents business performance and managing them to performance goals
Gaining a clear understanding of the various Brokers/Correspondents businesses and requirements.
Coordinating efforts with the other Live Well Financial business areas to ensure effective sharing of information and leads, and to build the Wholesale Channel.
Developing and maintaining knowledge on the reverse and traditional mortgage industry, relevant regulatory environment (e.g. FHA and HUD requirements), and on our products, services, and systems.
Visiting approved and potential Brokers/Correspondents to maintain and increase business and production levels.
Maintaining and developing relationships with existing Brokers/Correspondents via meetings, telephone calls, and emails.
Acting as the contact and relationship manger between Live Well Financial and its existing and potential markets.
Negotiating the terms of the Broker/Correspondent business agreement and developing the business based upon the agreements; negotiating variations in price, delivery and specifications with managers.
Representing Live Well Financial at trade exhibitions, events, and demonstrations.
Advising on forthcoming product developments and discussing special promotions. Maintaining inventory of marketing material for sales calls
Manage additional responsibilities and duties as assigned.
Compensation & Benefits
Compensation: Commission
Required Qualifications
Proven selling experience with demonstrable figures and the skill set to meet and exceed sales goals.
In depth experience in managing client relationships at senior levels within organizations.
Strong business acumen that includes proven negotiation skills and techniques.
Mortgage experience required; Reverse Mortgage desired but not required.
Excellent communication skills (written and verbal), organization skills and planning skills.
Ability to identify and resolve problems and issues quickly, creatively and decisively.
Ability to leverage metrics to make business decisions and manage Broker/Correspondent performance.
Established skill set for analyzing and satisfying for a variety of client needs; proven follow-up techniques to verify satisfaction and/or resolution
Ability and willingness to travel (50%-60%).
Four-year college degree preferred.
It is required that candidates be located with the assigned region or specific state, given the concentration of business in that area and traveling needs.
"
The Account Executive role for the Wholesale Channel is responsible for the business development, performance management, and day-to-day relationship management of reverse and traditional mortgage Brokers and Correspondents in the assigned region of the United States. This role will ensure that growth, production, and profitability goals are accomplished. Specific responsibilities include:
Planning and executing business development strategies to increase the production and generation of revenue from
Brokers/Correspondents. Reviewing Brokers/Correspondents business performance and managing them to performance goals
Gaining a clear understanding of the various Brokers/Correspondents businesses and requirements.
Coordinating efforts with the other Live Well Financial business areas to ensure effective sharing of information and leads, and to build the Wholesale Channel.
Developing and maintaining knowledge on the reverse and traditional mortgage industry, relevant regulatory environment (e.g. FHA and HUD requirements), and on our products, services, and systems.
Visiting approved and potential Brokers/Correspondents to maintain and increase business and production levels.
Maintaining and developing relationships with existing Brokers/Correspondents via meetings, telephone calls, and emails.
Acting as the contact and relationship manger between Live Well Financial and its existing and potential markets.
Negotiating the terms of the Broker/Correspondent business agreement and developing the business based upon the agreements; negotiating variations in price, delivery and specifications with managers.
Representing Live Well Financial at trade exhibitions, events, and demonstrations.
Advising on forthcoming product developments and discussing special promotions. Maintaining inventory of marketing material for sales calls
Manage additional responsibilities and duties as assigned.
Compensation & Benefits
Compensation: Commission
Required Qualifications
Proven selling experience with demonstrable figures and the skill set to meet and exceed sales goals.
In depth experience in managing client relationships at senior levels within organizations.
Strong business acumen that includes proven negotiation skills and techniques.
Mortgage experience required; Reverse Mortgage desired but not required.
Excellent communication skills (written and verbal), organization skills and planning skills.
Ability to identify and resolve problems and issues quickly, creatively and decisively.
Ability to leverage metrics to make business decisions and manage Broker/Correspondent performance.
Established skill set for analyzing and satisfying for a variety of client needs; proven follow-up techniques to verify satisfaction and/or resolution
Ability and willingness to travel (50%-60%).
Four-year college degree preferred.
It is required that candidates be located with the assigned region or specific state, given the concentration of business in that area and traveling needs.
"