Wholesale Account Executive
Nexera, LLC
full-time
Posted on:
Location Type: Remote
Location: South Carolina • United States
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Job Level
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 1 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 and full medical, dental, vision.
- Leadership at your fingertips.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
mortgage lendingmortgage salesCRMdata analysisaccount managementloan quality assessmentproduct mix optimizationpull-through metrics
Soft Skills
relationship buildingcommunicationproblem solvingcustomer serviceteam collaboration
Certifications
Bachelors degree