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Account Executive – Mortgage
SERVIONTPO Account Executive responsible for developing client relationships and selling financial products. Focused on Credit Unions and community banks with ongoing market analysis and relationship management.
About the role
Key responsibilities & impact- Responsible for marketing and selling all Servion financial products and services to Credit Unions and other clients.
- Develop new and expand existing credit union and community bank relationships and territories.
- Generate VA, FHA, Conventional and any additional mortgages through effective prospecting Credit Union and Community Bank opportunities.
- Maintain appropriate, reliable, and confidential business relations with members, credit union and community bank employees, vendors and all Servion staff.
- Build relationships with key decision makers; become liaison and point of contact with Credit Union and community bank partners.
- Ensure inquiries, information requests and complaints related to loan products and services from Credit Unions and community banks are effectively resolved.
- Actively maintain knowledge of Servion products and services and effectively present them to customers.
- Respond to clients’ needs and follow through on requests both in written and verbal forms.
Requirements
What you’ll need- Minimum High School Diploma or Four-year College Degree in business or a related field preferred.
- Minimum of two years of mortgage-related experience required.
- Two years of mortgage sales experience strongly preferred.
- Proven excellent reporting, letter preparation, group presentation and other related communications skills.
- Ability to establish and maintain effective working relationships with executives, managers, employees, and vendors.
- Ability to perform research to determine credit union needs and communicate results to appropriate source.
- Ability to conduct seminars, presentations, and meetings to demonstrate value of products and services to prospective and current clients.
Benefits
Comp & perks- Medical Insurance
- Telehealth Services
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-term Disability
- Long-term Disability
- Legal and Identity Theft Protection
- Critical Illness Insurance
- Hospital Insurance
- Accident Insurance
- Participation in 401k Plan with up to 5% company match
- Variable Bonus Pay