Executive

• Assist clients through the loan process from application to closing, including resolving client concerns
• Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients
• Consult with clients and analyze financial situations to determine appropriate loan products
• Evaluate client financial status and documents, including credit, employment, income, assets and property
• Cultivate relationships with mortgage referral sources and market the value of working with Rocket Mortgage
• Advise and educate clients on home-buying and refinance processes and mortgage management
• Establish, develop and maintain a book of business to drive referral volume and revenue
• Provide referral sources and clients with industry-leading service
• Stay current on product offerings, qualifying parameters and process changes
• Represent the Rocket brand at civic and community functions to support business development and lead flow

Executive Loan Officer

• Identify, build, and maintain long-term client relationships
• Understand client needs and use consultative skills to close sales
• Deliver tailored presentations
• Develop and implement sales strategies to generate new opportunities and expand or retain existing accounts
• Meet or exceed revenue targets
• Monitor market trends, competitors, and industry developments to identify sales opportunities
• Develop and submit detailed responses to Requests for Proposals (RFPs)
• Support resolution of customer disputes and account discrepancies
• Provide solutions to billing, installation, and other customer issues
• Drive revenue growth by strategically managing client relationships, generating new and existing sales, and delivering AT&T products, services, and solutions addressing customers’ strategic business priorities

Executive jobs in Idaho

Executive Loan Officer

Senior Client Solutions Executive II – Mobility, Government