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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales pipeline management and client relationship development within the mortgage industry, ensuring client satisfaction and adherence to loan guidelines. Proficient in utilizing CRM tools and maintaining detailed sales activity reports to support organizational goals.
Highest-signal resume keywords
Wholesale Lending ExperienceAccount Executive ExperienceCRM ExperienceCustomer Service SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline ManagementLoan Submission and FundingMortgage Industry KnowledgeOrganizational SkillsMS Office Proficiency
Soft Skills
Effective CommunicationClient Relationship ManagementTeam CollaborationProblem-Solving
Tools & Technologies
OptifiNowEncompass
Industry Keywords
Wholesale LendingNon-Delegated CorrespondentClient SatisfactionSales Activity Reports
About the role
Key responsibilities & impact- Partner with brokers to submit loans and maintain the sales pipeline
- Maintain sales contacts, pipeline reports, and other pertinent sales activity reports
- Use OptifiNow and work with Operations staff to facilitate loans from submission to funding
- Establish new business and develop current business relationships
- Ensure overall client satisfaction
- Obtain approval packages for new clients when needed
- Solicit business from mortgage entities in an open territory
- Follow up on potential clients
- Provide ongoing service support to clients
- Communicate and train clients on GenWay’s products, policies, and procedures
- Ensure all loan files are complete and within guidelines
- Represent the company professionally and enthusiastically while providing exceptional customer service
- Support the company mission statement and core values
- Support organizational goals and values, welcome feedback, and contribute to positive team spirit
- Perform additional responsibilities as management sees fit
Requirements
What you’ll need- 1–2 years of experience as an Account Executive in inside or outside sales in the wholesale lending channel
- Prior Wholesale/Non-Delegated Correspondent Account Executive experience required
- Proven track record of success in sales
- Minimum of 3 years of mortgage industry experience
- Excellent computer skills and working knowledge of MS Office products
- Ability to communicate effectively both verbally and in writing
- Ability to organize and prioritize workload and meet deadlines
- Strong customer service skills
- Strong attention to detail and organizational skills
- CRM experience, with OptifiNow preferred
- Experience with Encompass preferred
- Reliable internet connection and a quiet, professional workspace
Benefits
Comp & perks- Fully remote work performed from the employee’s home or another approved off-site location
- Company-provided computer, headset, and webcam
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions