Wholesale Mortgage Account Executive
American Heritage Lending, LLC
Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.
Position Overview:
The account Executive (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.
Essential Duties & Responsibilities include:
- Strong sales skills and knowledge of the mortgage lending business.
- Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers
- Speak and correspond with accounts on a daily to ensure their utmost satisfaction
- Train mortgage brokers on loan submission and AHL processes
- Sets expectations to brokers on understanding the loan process including submission, processing, underwriting, closing, and funding
- Assists in resolving broker questions/or concerns without overpromising expectations
- Communicates and work with AHL Account Managers as necessary to ensure desired production results
- Manage broker performance and communicate results with AHL Leadership
- Continue and participate with training brokers and stay in connection with AHL process and guidelines
Experience & Minimum Qualifications (Skills, Knowledge & Abilities):
- Minimum of 1+ years' experience in wholesale mortgage lending sales experience preferred
- Ability to conduct and attend web meetings and conference calls including presentations
- Basic knowledge Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip
- Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs
- Proficient with Encompass/LON
- Ability to attend trade shows & seminars as needed