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Wholesale Account Executive

Rehab Financial Group
Miami, FL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

The Wholesale Account Executive focuses on proactively soliciting and selling investment property loan products resulting in the generation of quality loans pursuant to the company’s policies, procedures and guidelines. A Wholesale Account Executive’s sources and network consists primarily of investment property mortgage loan brokers and is augmented by RFG’s ability to develop incoming calls and leads related additional opportunities.

Employee’s duties as a Wholesale Account Executive shall be to develop relationships with mortgage brokers seeking financing for their clients who are rehabilitating residential real estate. The Wholesale Account Executive conducts comprehensive discussions with prospective brokers in order to determine its experience and ability to provide multiple loan originations on a regular basis. The Wholesale Account Executive ensures exceptional customer service by maintaining thorough knowledge of lending programs, procedures and requirements while demonstrating a commitment to the company’s ethics.

Responsibilities

  • Prospects new mortgage broker opportunities from supplied and/or self-derived sources
  • Follows up with every call and/or lead supplied by company until customer is contacted and successfully dispositioned
  • Masters and leverages all training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and indirect referral sources
  • Maintains & updates CRM to consistently show what work has been done on every lead/source
  • Ensures exceptional customer experience by working with processing & underwriting to oversee loan process from origination to close and providing proactive communication to customers
  • Achieves production goals as established by RFG management
  • Completes all assigned training activities
  • Develops strategic relationships with brokers and contractors
  • Assesses client’s financial position to prequalify before loan submission into processing
  • Participates in sales meetings or events as necessary
  • Provides marketing ideas and suggestions to supervisor and/or management team

Other Job/Skill Requirements

  • Strong PC skills required, including a working knowledge of loan application and processing software, Microsoft Windows, Microsoft Excel, Microsoft Word, CRM and a prior use or familiarity with using e-mail and the Internet
  • Robust time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
  • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
  • Ability to analyze and comprehend complex financial data and provide financial alternatives
  • Professional and effective interpersonal skills.
  • Must be highly motivated and capable working a flexible & nonstandard workweek as many clients demands and functions are held during evening and weekend hours and/or as needed

Training

The Wholesale Account Executive will receive 4 to 6 months of training in processes and procedures used by Rehab Financial Group.

Experience

  • Experience in providing positive customer experience in high-volume, fast-paced service environment
  • 1-3 years lending and/or banking experience preferred with a focus on generating self-sourced business.
  • Experience with prospecting, generating leads, closing business and meeting production goals

Expense Reimbursement

  • Approved & preapproved business-related expenses, including, but not limited to lodging, rental car, air travel, meals, and entertainment
  • Approved marketing initiatives

Compensation

Salary + Performance based Commission compensation

Benefits

  • Health insurance after 30 days
  • Eligible for participation in IRA program after standard waiting period and for any employee benefits plan offered at the time of eligibility

Education

  • High School Diploma or equivalent
  • 4 year college degree preferred

Testing

All candidates will be subject to credit and criminal background checks at a minimum.

Company Description
Looking to join a stable lending organization that will reward you for your mortgage loan experience and hard work? Want to be part of a growing company recently awarded a Great Place to Work for 2022? Rehab Financial Group, LP is a leading private lender focused on the short-term fix and flip market headquartered in Rosemont, PA with operations in 38 states across the nation. Our growth has been consistent year after year and continues unabated this year even with the volatility in housing and finance. The secret to our ongoing success is our talented team of professionals who do a great job of servicing RFG clients with our unique 100% financing product, along with a slate of other loan products

We are not your typical corporate environment. We are a group of entrepreneurial self-starters, working together remotely to redefine the private lending world, one real estate investment at a time. We focus on providing superior, unique, game-changing loan products, responsive client service, common sense approach to underwriting all with a professional approach in all aspects of operations.
In fact, recently 90% of employees at RFG say it is a Great Place to Work earning our company this prestigious award. Here are the key areas of excellence our team recognize in Rehab Financial Group:

93% – I can be myself here
93% - People care about each other here
90% - Management is approachable, easy to talk with
90% - Management is competent at running the business
90% - Management hires people who fit in well here

At Rehab Financial Group, LP, we view our people as the pillar of our ongoing success and growth. The focused ambition and character of our sales team remain key to ensuring that RFG leads the marketplace in supporting our real estate investor customers. Their efforts help drive our company to achieve mutual trust and respect to the mutual benefit of team members and our customers.

Rehab Financial Group

Looking to join a stable lending organization that will reward you for your mortgage loan experience and hard work? Want to be part of a growing company recently awarded a Great Place to Work for 2022? Rehab Financial Group, LP is a leading private lender focused on the short-term fix and flip market headquartered in Rosemont, PA with operations in 38 states across the nation. Our growth has been consistent year after year and continues unabated this year even with the volatility in housing and finance. The secret to our ongoing success is our talented team of professionals who do a great job of servicing RFG clients with our unique 100% financing product, along with a slate of other loan products We are not your typical corporate environment. We are a group of entrepreneurial self-starters, working together remotely to redefine the private lending world, one real estate investment at a time. We focus on providing superior, unique, game-changing loan products, responsive client service, common sense approach to underwriting all with a professional approach in all aspects of operations. In fact, recently 90% of employees at RFG say it is a Great Place to Work earning our company this prestigious award. Here are the key areas of excellence our team recognize in Rehab Financial Group: 93% – I can be myself here 93% - People care about each other here 90% - Management is approachable, easy to talk with 90% - Management is competent at running the business 90% - Management hires people who fit in well here At Rehab Financial Group, LP, we view our people as the pillar of our ongoing success and growth. The focused ambition and character of our sales team remain key to ensuring that RFG leads the marketplace in supporting our real estate investor customers. Their efforts help drive our company to achieve mutual trust and respect to the mutual benefit of team members and our customers.

Address

Miami, FL
USA

Industry

Business

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