SERVION

Executive

• Market and sell Servion financial products and services to credit unions and other clients
• Prospect and develop new accounts
• Develop new and expand existing credit union and community bank relationships and territories
• Generate VA, FHA, conventional, and additional mortgages through prospecting
• Build relationships with key decision-makers and act as liaison and point of contact for partners
• Resolve inquiries, information requests, and complaints related to loan products and services
• Present Servion products and services to customers
• Respond to client needs and follow through on written and verbal requests
• Initiate or assist with external marketing efforts and directed marketing campaigns
• Identify revenue opportunities and contact credit unions
• Gather data, determine trends, and develop new sales ideas
• Communicate market conditions and strategies to the National Sales Manager
• Monitor and evaluate competitors’ activities and products
• Maintain monthly expense reports, sales contacts, pipeline, and sales activity reports
• Follow up with credit unions and community banks throughout the sales cycle
• Perform related duties as required

Executive – Mortgage

Account Executive

• Market and sell Servion financial products and services to Credit Unions and other clients
• Prospect and develop new accounts
• Develop new and expand existing credit union and community bank relationships and territories
• Generate VA, FHA, Conventional and additional mortgages through prospecting
• Build relationships with key decision makers and serve as liaison and point of contact
• Resolve inquiries, information requests, and complaints related to loan products and services
• Present Servion products and services to customers
• Respond to client needs and follow through on requests
• Initiate or assist with external marketing efforts and directed marketing campaigns
• Identify revenue opportunities by contacting credit unions
• Gather data to determine trends and develop new sales ideas
• Communicate market conditions and strategies to the National Sales Manager
• Monitor and evaluate competitors' activities and products
• Maintain accurate monthly expense, sales contact, pipeline, and sales activity reports
• Follow up with credit unions and community banks throughout the sales cycle
• Perform related duties as required

Account Executive – Mortgage

• Market and sell Servion financial products and services to Credit Unions and other clients
• Prospect and develop new accounts
• Develop new and expand existing credit union and community bank relationships and territories
• Generate VA, FHA, Conventional and additional mortgages through prospecting
• Build relationships with key decision makers and serve as liaison and point of contact for partners
• Resolve inquiries, information requests, and complaints related to loan products and services
• Present Servion products and services to customers
• Respond to client needs and follow through on requests
• Initiate or assist with external marketing efforts and directed marketing campaigns
• Identify revenue opportunities and develop relationships with credit unions
• Gather data to determine trends and develop new sales ideas
• Communicate market conditions and strategies to the National Sales Manager
• Monitor and evaluate competitors' activities and products
• Maintain monthly expense reports, sales contacts, pipeline, and sales activity reports
• Follow up with credit union and community bank partners throughout the sales cycle
• Perform related duties as required