Senior National Account Manager – Strategic Retail
WernerCo.
Relationship Manager – B2B Mortgage Sales
Equity Resources, Inc
full-time
Posted on:
Origin: • 🇺🇸 United States • Ohio
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Actively recruit and grow relationships with banks, credit unions, builders and savings & loan organizations to develop new wholesale business.
- Identify and engage new sales opportunities through research, networking, and outreach (calls, emails, LinkedIn).
- Build strong relationships with target organizations to promote Equity’s services and drive mortgage loan referrals.
- Meet with prospects to showcase Equity’s value and use a consultative approach to align their needs with our services.
- Meet or exceed monthly performance metrics, including closed deals, qualified leads, new contacts, and maintain a consistent cadence of calls, contacts, and meetings.
- Generate and support leads through outbound activity and inbound efforts (e.g., webinars or creating content).
- Build and manage client relationships throughout the sales lifecycle, including onboarding and strategic growth.
- Collaborate with internal teams to ensure client needs are met and partnerships are maintained and growing once onboarded.
- Represent Equity in the local community through active involvement and promotion of our products and services.
- Support the Company’s strong relationship of “raving fan service” culture through on-going customer contact, quality customer service, and superior product knowledge.
- Adhere to all Federal and State regulations, as well as the code of ethics outlined by Equity Resources, Inc.
- Participate in company meetings and perform other duties as assigned.
Requirements
- Bachelor’s degree in Business, Finance, Marketing, or related field—or equivalent experience.
- 4-5 years of working knowledge in aspects of mortgage lending sales (e.g., Loan Officer, Credit Union Manager, Account or Members Services Rep).
- Familiarity with Credit Union or Community Banking environments.
- Proven track record of sales success and resilience.
- Strong communication skills and ability to build trust with clients and colleagues.
- Proficient in Microsoft Office; experience with Encompass preferred.
- Self-starter with problem-solving skills and ability to work independently and collaboratively.
- Willing to travel up to 1–2 weeks per month.
