Account Executive
Job in
Lancaster, Lancaster County, Pennsylvania, 17622, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Sales
Job Description & How to Apply Below
- Formulate and establish funding projections/goals in conjunction with Wholesale leadership
- Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process through inbound and outbound calls
- Use company provided leads and marketing resources to meet minimum volume goals
- Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list
- Conducts online presentations at broker offices to promote the Company’s 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
- Associates Degree or Bachelor’s Degree preferred.
- Sales experience preferred.
- 0-1 years of related experience.
- Persuasive, selling communication skills
- Attention to detail and careful decision‑making skill with ability to avoid mistakes
- Completion of work quickly and accurately
- Excellent written and communication skills.
- The ability to stay organized in a fast‑paced environment.
- Basic computer skills.
- Associates Degree
- Bachelor’s Degree
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