Sr. Account Executive

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Full Time Comm Only Frisco, TX, US

30+ days ago Requisition

The main goal of the Senior Account Executive will be to partner with Brokers to submit loans and maintain their Sales pipeline.

• Maintains sales contact, pipeline and other pertinent sales activity reports and use Optifi Now
• Work together with Operations Staff tofacilitateloans from Submission to Funding
• Responsible forestablishingnew business, developing current business relationships, and ensuring overall client satisfaction
• Obtains approval packages for new clients when needed
• Responsible forsolicitingbusiness from mortgage entities (Open territory)
• Follow up on potential clients
• Provide on-going service support to clients
• Communicates and trains clients on Gen Way’s products, policies, and procedures to ensure all loan files are complete and within guidelines
• Represents the company in a professional and enthusiastic manner: by providing an exceptional level of customer service, supporting the mission statement, and adhering to our core values in all functions of their job responsibilities and interaction with internal and external customers
• Supports the organization’s goals and values, gives and welcomes feedback and contributes to building a positive team spirit
• Additional responsibilities as management sees fit

Remote:
This role is fully remote and performed from the employee’s home or another approved off-site location. The company provides essential equipment such as computer , headset and webcam. A reliable internet connection and a quiet, professional workspace are expected.

• Excellent computer skills and working knowledge of MS office products
• Ability to communicate effectively both verbally and in writing
• Ability to organize and prioritize workload and meet deadlines
• Strong attention to detail and organization skills

• 1-2 years of experience as Account Executive inside or outside sales in Wholesale lending channel
• Prior Wholesale/Non-Delegated Correspondent Account Executive experience required
• Proven track recordof success in Sales
• Minimum of 3 years mortgage industry experience

• CRM Experience – Optifi Now preferred
• Experience with Encompass

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate via oral and written communication, such as phone calls, emails, and ticketing systems. The employeefrequentlyis required tostand, walk, use hands andfingersand reach with hands and arms.

This role may require long periodsof sitting at a desk and working on a computer. The employee may occasionally be asked to pick up and/or move up to 15 pounds.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time, with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.