Wholesale Account Executive- Arizona

Description

Wholesale Account Executive

Roles and Responsibilities:

• Call on new prospective accounts to generate loan volume.
• Call on existing accounts to increase loan volume.
• Train new and existing accounts on submission process, clearing conditions and new loan programs.
• Answer emails and phone calls from existing and new accounts.
• Maintain minimum standards of loan volume in relation to territory, tenure and market conditions.
• Resolve issues with loan files in conjunction with Account Managers, PC’s, Underwriting and Closing.
• Complete annual recertification of all business partners in person.
• Obtain information about competition concerning rates, programs and turn-times.
• Attend training seminars, tradeshows as needed.
• Be proficient with all industry automated underwriting programs (DO, LP, etc.).
• Master Encompass – FCM’s loan origination and decision software.
• Work ethically and professionally, while representing the company with a positive attitude and demeanor.

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 and/or Experience:

·       High School Diploma/GED and Bachelor's degree in a related field plus 3-5 years' experience in mortgage lending required.

Skills:

·       Ability to effectively articulate information and respond to questions from customers, vendors, the general public and mortgage related departments. Must be able to look past initials issue and problem solve to find the best outcome for all.

·       Ability to use Microsoft Office Excel, Word, and Outlook at a beginner level. Able to send and receive emails. Able to use a calculator to calculate figures and amounts such as discounts, interest, commissions and percentages. Able to learn FCM’s internal database: Encompass.

·       Able to multitask in a fast-paced environment, striving for 100% accuracy on every file. Must keep records neat and organized to ensure clear representation of work. This position requires a sense of urgency to restrictive time frames and deadlines.

·       The work environment characteristics described here are representative of those an employee would encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.