Account Executive
Nexera, LLC
full-time
Posted on:
Location Type: Remote
Location: California • United States
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About the role
- Build and manage a national account base that values a partnership with Newfi Wholesale
- Utilize daily dashboard data to determine your business trends and course correct when necessary
- Partner with internal support team to deliver optimal service levels and foster account relationships
- Maintain current knowledge of industry trends to anticipate and proactively meet customer needs
- Develop an account database that hits key metrics such as pull-through, product mix and loan quality
- Maintain familiarity with regulatory and industry standards and requirements.
Requirements
- Minimum 2 years in the mortgage lending industry
- Minimum 1 years of mortgage sales experience
- High comfort level with web based tools including a CRM
- Proven knowledge level of competitive landscape in wholesale vertical
- Familiarity with agency, non-conforming, FHA, and VA guidelines
- Bachelors degree or work equivalent
Benefits
- Competitive comp plan with salary. 401k matching, fully vested after 3 years
- Full medical, dental and vision.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
mortgage lendingmortgage salesaccount managementdata analysiskey metrics development
Soft Skills
relationship buildingcustomer servicetrend analysisproactive problem solving
Certifications
Bachelor's degree