Note: The job is a remote job and is open to candidates in USA. American Heritage Lending, LLC is a company focused on creating a caring experience for families in the mortgage lending market. They are seeking a Wholesale Mortgage Account Executive to build and maintain strong relationships with mortgage brokers and ensure customer satisfaction.
Responsibilities
- 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
Skills
- 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
- 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
- Minimum of 1+ years' experience in wholesale mortgage lending sales experience preferred
Company Overview