Mortgage Account Executive

Account Executive

Client Direct Mortgage is a nationwide direct lender, and innovative mortgage company focused on providing borrowers with competitive rates, fast closings, and excellent customer service while bringing a new strategy and commission structure to Consumer Direct Lending. In 2022 we onboarded 95+ Loan Officers of all experience levels looking to become "Future Millionaire LOs". Our amazing team of Loan Officers has the desire to succeed and with your help, they will be able to close multiple deals per month.

Our company is a fast-paced group of high achievers built by a Scotsman Guide Top Originator for future and current Top Originators. We want to expand our team with an energetic, experienced Account Executive looking to grow with an innovative company. Providing our Loan Officers with quality leads, fair compensation, an all-in-one platform for originating effectively, access to diverse loan programs, and an integrated accountability plan is the winning formula for a Loan Officer's success. To complete the package, we are looking for an enthusiastic, self-motivated Account Executive to support our Loan Officers.

This is an in-office position; this is not remote.

A typical day in our Walnut Creek, CA office will include the following :

• Establishing a "coach-athlete relationship" with current and new Loan Officers through consistent communication, nurturing, teaching, and feedback
• Assist with holding Loan Officers accountable and track their daily and weekly progress
• Helping Loan Officers understand the importance of time management and how to use their limited time to be more effective
• Mentor and guide Loan Officers to become high-converting sales professionals
• Report on learning and development performance, individual progress, and nuanced observations of Loan Officers' opportunities for improvement
• Develop and deploy "refresher training" on sales techniques, systems, and products as you observe gaps in Loan Officer's knowledge
• Conduct ad hoc training as needed
• Consistently identify Loan Officers that have the potential to be high-performers

What you bring to the table :

Salary

Schedule