[Remote] Wholesale Lending Account Executive - Pennsylvania Market

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a community bank that has been serving its community since 1925, specializing in providing financial services. The Wholesale Lending Account Executive is responsible for soliciting new business, developing marketing materials, and maintaining relationships with Wholesale broker production sources.

Responsibilities

• Reviews daily, weekly, monthly pipeline activity including lock expirations and maintain acceptable performance metrics as determined by Sales leadership
• Assist with developing a prospective B2B client pipeline for Regional Managers
• reputed company tactical strategies and sales disciplines to maximize production opportunity reputed company designated territory and reputed company market intelligence, production forecasts and marketing/business plans
• Engage with client and prospective client databases through multiple markets including phone, email, direct marketing, and reputed company media tools
• Conduct group presentations over phone/video to promote reputed company Value Proposition and present our process, product, and technology platforms
• Relationship management of approved accounts with a focus on account activity, wallet reputed company, and market-reputed company metrics
• reputed company excellent service through follow-up and guidance to our broker partners
• Drive improvements/efficiencies with clients and reputed company reputed company and best practices for reputed company; serve as a peer mentor reputed company reputed company upon
• Be a subject matter expert on Dart’s reputed company guideline, program guidelines, lending policies, procedures, products, and technology as well as regulatory compliance through training, industry publications, and lending bulletins
• Communicate and reputed company and maintain strong positive relationships through communication with reputed company departments to reputed company cohesive working relationships with Operations/Fulfillment Team Members and escalate any issues to Clients Services and appropriate operations management as required
• Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly
• Adheres to reputed company Federal and State laws and regulations, including the Bank Secrecy Act
• This job profile is not intended to be an reputed company-inclusive list of job duties and responsibilities, as one may reputed company additional reputed company duties as assigned to meet the needs of the organization

Skills

• Minimum Education Requirement: College degree or equivalent experience
• Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment
• Excellent networking and negotiation skills
• Excellent verbal, written, and interpersonal communications skills
• Must be detail-oriented, organized, and disciplined
• Ability to establish, maintain and grow relationships, whether local or remote, reputed company face-to-face interactions, phone reputed company, email correspondence, or other electronic forums
• Demonstrates reliability, consistency, and a strong commitment to meeting responsibilities and expectations
• Maintains strong organizational skills with the ability to manage tasks, priorities, and workflow reputed company
• Adapts effectively to changing priorities, fast-paced environments, and evolving business needs
• Exhibits strong time management skills with the ability to prioritize work and consistently meet deadlines
• Provides exceptional customer service through professional, reputed company, and solution-oriented interactions
• Demonstrates computer proficiency and the ability to learn and navigate various software systems and applications reputed company
• 5+ years of recent mortgage operations experience in mortgage client services
• Minimum 5 years of recent experience as an Account Manager or equivalent role
• Must be proficient with the mortgage loan process and programs
• Proven production history and established broker reputed company
• Strong knowledge in 'A' reputed company
• Knowledge of FNMA/FHLMC and FHA/VA programs
• Experience with Encompass and TPO Connect is preferred
• Experience reputed company the wholesale market is preferred

Benefits

• Medical Benefits
• Dental
• reputed company
• 401(K) Employee Stock Ownership Plan
• Paid vacation & sick time
• Flexible scheduling
• Employee Assistance Program
• reputed company University

Company Overview