Surgical Field Sales Consultant
Henry Schein
Wholesale Account Executive
Newrez LLC
full-time
Posted on:
Location: California, New York, Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $30,000 - $150,000 per year
Job Level
Mid-LevelSenior
About the role
- The Wholesale Account Executive is responsible for markets wholesale and correspondent products and services to prospective brokers/bankers. In addition, the Wholesale Account Executive manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology. Principal Duties Formulate and establish funding projections/goals in conjunction with Wholesale leadership to align with Wholesale and Correspondent loan production, quality, and volume targets. Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process. Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list. Conducts large group presentations at broker offices to promote Company Value Proposition and present our process, product and technology platforms. Serves as subject matter expert on Company policies, procedures, products and technology. Collaborates with loan operations team to manage active pipeline. Escalates second reviews to appropriate Operations/Underwriting leadership. Establishes communication protocol with Client Relations Managers to optimize service delivery. Assists clients with lock reconciliation, extensions and exceptions. Ensures that clients understand the Company’s loan processing, underwriting and closing processes. Provides brokers/bankers with information to access current rate sheets and product guidelines. Provides technical training and support to clients with regard to Company technology platform. Performs related duties as assigned by management.
Requirements
- Bachelor's degree with major coursework in a related discipline; Equivalent job/education experience will be considered
- 4+ years of experience in sales and/or real estate
- 2+ years of mortgage sales, including Government and Conventional products, i.e.: FHA, VA, FNMA, and FHLMC and related guidelines
- Knowledge of local real estate market
- Working knowledge of investor guidelines, underwriting policies and loan products
- Excellent verbal and written communication skills
