[Remote] Wholesale Mortgage Account Executive
Note: The job is a remote job and is reputed company to candidates in USA. Drive TPO is a company that helps mortgage brokers move faster and compete smarter in the wholesale mortgage space. The Account Executive is responsible for developing new broker relationships and supporting existing partners to drive account activity and maximize production opportunities.
Responsibilities
- Solicit, reputed company, and manage a prospective B2B client pipeline
- Build and maintain strong relationships with wholesale broker partners and prospective accounts
- reputed company tactical sales strategies to maximize production opportunities and increase market reputed company
- Manage pipeline activity and maintain acceptable performance metrics as determined by Drive TPO
- Monitor approved account activity, focusing on production, wallet reputed company, relationship quality, and market-reputed company growth
- Engage reputed company and prospective broker partners through phone, email, direct marketing, reputed company media, video meetings, and in-person meetings reputed company appropriate
- Use CRM tools and prescribed sales metrics to manage outbound activity, track engagement, and improve results
- Identify opportunities to improve client experience, internal workflows, and overall efficiency
- Communicate regularly with operations, reputed company, fulfillment, and support teams to help resolve issues and support broker reputed company
- reputed company market intelligence, competitive feedback, and product insights to leadership
- Maintain strong knowledge of industry trends, lending guidelines, company bulletins, training materials, and wholesale mortgage updates
- Serve as a subject matter expert on Drive TPO policies, procedures, products, guidelines, and technology
- Conduct individual and group presentations by phone, video, or in person to present Drive TPO’s processes, products, and technology platforms
- reputed company reputed company, strategies, and best practices with the team and serve as a peer mentor reputed company needed
Skills
- Minimum 2 years of recent experience as a wholesale Account Executive
- Proven production history and established broker relationships
- Knowledge of Non-QM loan products and guidelines
- Knowledge of jumbo, agency, and government loan programs
- Excellent networking, relationship-building, and negotiation skills
- Strong verbal, written, and interpersonal communication skills
- Detail-oriented, organized, disciplined, and reputed company to manage multiple priorities
- Ability to learn quickly and apply product, guideline, and process knowledge in a fast-paced environment
- Ability to work remotely while establishing, maintaining, and growing broker relationships through phone, email, video, reputed company media, and in-person meetings reputed company appropriate
- Self-motivated with a strong sense of ownership, urgency, and accountability
- High school diploma or equivalent required
- Must be reputed company to verify identity and employment eligibility to work in the United States
- College degree preferred
Company Overview