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Wholesale Account Executive

Mountain West Financial. Inc. Albuquerque, NM
  • Posted: over a month ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

Summary: The Wholesale Account Executive is responsible for the day to day operations and proper functioning of the Broker client. This position is responsible for managing, training, coaching, recruiting and prospecting of new Broker clients. Additional duties would include managing pipelines, meeting sales goals, and contributing to reaching the company objectives.

Essential Duties and Responsibilities

· Establishes monthly goals and objectives, in accordance with compensation agreement.

· Satisfactorily completes all required compliance training and is responsible for compliance with legal, regulatory, and company policies and procedures.

· Compiles lists of prospective customers for use as sales leads, based on information from social media and other relevant sources.

· Required to regularly travel throughout assigned territory to visit and assist regular and prospective customers for new business.

· Prepares reports of business transactions and keeps expense records.

· Works with production coordinators on pipeline management to keep all loans current and on track.

· Coordinates customer training and new customer orientations.

· Develops and maintains relationships with inside operation staff, customers, and broker clients.

· Investigates and resolves customer problems with loan process from origination to closing.

· Attends trade shows and other industry events.

· Other duties as assigned.

Supervisory Responsibilities

· This position has no supervisory responsibilities.

Skills/Qualifications

The requirements listed below are representative of the knowledge, skill, and/or ability required for this position:

· Must be a self-motivated, strong leader with ability to clearly define and meet established performance metrics.

· Ability to work under pressure on multiple projects and deadlines, while showing great attention to detail.

· Ability to effectively prioritize workload and manage changes and people.

· Excellent verbal and written and social communication skills.

Education/Experience

  • Three (3) years of industry wholesale sales experience.

  • Extensive knowledge of current mortgage loan regulatory requirements/guidelines, residential loan products, loan processing functions, underwriting and closing procedures

  • A strong base of business relationships with proven track record in meeting sales projections as established by supervisor.

  • Strong organizational, self-motivational, people and time management skills.

    Computer Skills

  • Microsoft Office

  • Ability to adapt, communicates, and train on all required company platforms (LOS, intranet, email, etc.)

Mountain West Financial. Inc.

Why Work Here?

Mountain West Financial is expanding our Retail presence in several key markets. We are conducting searches for senior leaders in Residentia

We are excited to introduce you to Mountain West Financial. Michael Douglas and Gary Martell Jr. began their career in the mortgage industry as competing Originators. They use that background today to maintain an environment where the entire company works toward one common goal; to close loans while delivering customer service that is second to none. Since 1990 Mountain West Financial has built a reputation of not just putting people in any loan, but to put them in a home loan that suits both their short and long term goals, to earn the opportunity to become a lender for life. Our Success over the past 28 years is derived from our goal of offering sustainable homeownership solutions, doing right by our team, clients, and referral partners drives us to continuously expand out program offerings, systems and tools. In order to accomplish these goals we constantly analyze and improve our internal processes to enhance our service levels to all of our clients, both internal and external while maintaining our high business standards. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience One year certificate from college or technical school; or three to six months related experience. We also have other openings at this location as for more information please refer to our recruiting website: http://recruting.mwfinc.com Mountain West Financial is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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