Role responsibilities
The Account Executive will expand the Wholesale channel by increasing reach to homeowners through broker partnerships. Responsibilities include prospecting, onboarding brokers, and managing a sales pipeline using Salesforce.
Requirements
Candidates should have 3+ years of experience in mortgage or real estate sales, preferably in the dealer/broker channel, and previous Salesforce experience. An active NMLS license or the ability to obtain one within 90 days is also required.
Key skills
Mortgage Sales, Real Estate Sales, Salesforce, Project Management, Policy Implementation, Problem Solving, Communication Skills, Interpersonal Skills, Relationship Building, Collaboration, Attention to Detail, Time Management, Adaptability, Teamwork, Customer Service, Training
Keywords
Account Executive, Wholesale Channel, Broker Partnerships, Sales Pipeline, Salesforce, Home Equity Investment, Prospecting, Outbound Calling, Compliance, Due Diligence, Onboarding, Loan Officers, Documentation, Cross-Functional Collaboration, Customer Experience, Remote Work, Startup Environment