Note: The job is a remote job and is open to candidates in USA. SUCCESS® Lending is focused on serving the mortgage community and their homebuyers by providing an array of products and top-notch service. The Account Executive is responsible for soliciting new business, developing marketing materials, and maintaining relationships with wholesale broker production sources.
Responsibilities
- Solicit and Develop a prospective B2B client pipeline
- Develop tactical strategies and sales disciplines to maximize production opportunity within designated territory
- Manage pipeline / maintain acceptable performance metrics as determined by Kind Lending
- Disciplined relationship management of approved accounts with a focus on account activity, wallet share, and market-share metrics
- Drive improvements/efficiencies with Clients
- Develop production forecasts and marketing/business plans outlined with relevant strategies
- Engage with Client and Prospective Client database through multiple markets including Phone, Email, Direct Marketing, Social Media tools
- Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly
- Share ideas and best practices for success; serve as a peer mentor when called upon
- Communicate / Develop relationships with Operations / Fulfillment team members
- Provide market intelligence
- Have fluency of industry knowledge and enhance your expertise through training, industry publications, lending bulletins
- Be a subject matter expert on Kind Lending policies, procedures, products, and technology
- Conduct group presentations over phone/video to present our process, product, and technology platforms
- Provide excellent service through disciplined follow-up and guidance to our Broker Partners
Skills
- Minimum 5 years recent experience as an Account Executive
- Proven production history and established broker base
- Strong knowledge in 'A' Paper
- Knowledge of FNMA/FHLMC and FHA/VA programs
- Excellent networking and negotiation skills
- Excellent verbal, written, and interpersonal communications skills
- Must be detail-oriented, organized, and disciplined
- Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment
- Ability to work remotely to establish, maintain and grow relationships, face to face if local over the phone, email, or other electronic forums
- High School Diploma or equivalent
- Must be able to verify identity and employment eligibility to work in the U.S
- Some college preferred
Company Overview