Wholesale Account Executive

Job Details

Job Location

Corporate Office - Fort Lauderdale, FL

Remote Type

Fully Remote

Position Type

Full Time

Description

A&D Mortgage is a National Top 10 Wholesale Lender hiring in multiple territories across the country! We are expanding and seeking to hire Account Executives in NorthernCA, UT, CO, KS / MO, TX, LA / OK / AR and MT / WY / ID.However, other areas will be considered.

At A&D Mortgage , you'll find a client-centric culture committed to providing superior tools for our partners to win in today's competitive market. This includes competitive and consistent pricing, a wide range of product offerings and loan features, industry-leading technology, and unparalleled service. When you join our team, you are part of a collaborative workforce built on exceeding customer expectations, with comprehensive training and support to accelerate your potential and maximize your success.

Our AEs have an uncapped commission structure and can obtain industry leading compensation by cultivating wholesale relationships with mortgage brokers and non-delegated correspondents. Our approach is to foster strong long-term relationships by creating value, providing ongoing support and training based on the evolving needs of our partners. We offer a full spectrum of Conventional, Government, Jumbo and our own unique Non-QM products, including Bank Statements, DSCR, Foreign National and our new ITIN program.

Key Responsibilities :

• Develop and execute a detailed business sales plan to strategically solicit, grow and maintain strong relationships with mortgage Brokers / Bankers while travelling within an assigned territory.
• Demonstrate a comprehensive knowledge and applicability of loan programs, policies and procedures to articulate competitive differentiators and a value proposition.
• Enter data into and maintain a customer relationship manager (CRM) for sales and marketing initiatives to prospective accounts and existing client base.
• Identify and qualify new opportunities, conduct on-site visits of prospective accounts' premises, and manage the Broker approval and recertification process.
• Market A&D Mortgage and give presentations to potential partners (primarily in person at the clients' place of business) explaining and educating our unique opportunities.
• On-board new clients and present educational training and updates regarding loan products & programs, policies, procedures and technology.
• Set expectations and understanding of loan process for submission, underwriting, locks, closing, and funding.
• Cultivate both internal and external relationships to effectively manage customer expectations.
• Travel to clients' locations on a regular basis to review their needs, resolve any issues and to promote new products and opportunities.
• Evaluate borrower scenarios to determine qualification under our guidelines.
• Monitor pipeline performance daily, including tracking monthly lock, submitted and funded volume, pull-through ratios, and loan quality.
• Collaborate with key stakeholders on challenges and issues; and deliver professional resolution. Serve as liaison between clientsand operations team.
• Provide ongoing customer, competitor and market intelligence to Sales Management team.
• Maintain familiarity with legal, regulatory, and company policies and procedures, including attending industry educational seminars.
• Attend and engage in trade shows and other industry events.

Qualifications

This is a full-time, remote position.

WE OFFER

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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