Account Executive, TPO Division

SUMMARY:

Build and maintain long-term relationships and partnerships with Mortgage Brokers and Non-Delegated Correspondents (NDCs) while encouraging and influencing them to deliver loans to VIP TPO.

ESSENTIAL JOB FUNCTIONS:

• Improve customer service relationships by tracking Broker and NDC contacts in VIP's Customer Relationship Management tool (CRM).
• Maintain, review, and monitor sales contact information, pipeline reports and other pertinent sales activity reports to improve relationships with customers.
• Train and educate Brokers and NDCs on programs, products, policies & procedures to ensure all loan files are complete and within VIP guidelines.
• Add value to client relationship by providing additional ancillary services available at VIP, such as assisting in marketing material, to generate additional business.
• Remain knowledgeable of underwriting guideline and program changes to satisfy customer's needs for VIP's products and services.
• Be knowledgeable and available to pre-underwrite/pre-qualify loan scenarios.
• Provide on-going customer service and support to Brokers and NDCs by visiting regularly, to maintain and build professional and personal relationships.
• Utilize business development skills to establish new business.
• Communicate well verbally and in writing with co-workers and customers, acting as liaison between customers and VIP's internal departments to ensure cohesive business flow.

QUALIFICATIONS:

• High school diploma or equivalent, required.
• Minimum 5 years' experience in Wholesale Mortgage and/or Non-Delegated lending experience.
• Proven success as an Account Executive or Relationship Manager.
• Excellent communication and relationship building skills.
• Existing Client base (preferred).
• Detail oriented.
• Ability to thrive in a production driven environment.
• Be a team player.
• Computer/Technology savvy.

OFFICE ENVIRONMENT

• Fully remote position
• Monday through Friday