Wholesale Account Executive

Position Summary

Responsibilities

• · Solicit and Develop a prospective B2B client pipeline
• · Develop tactical strategies and sales disciplines to maximize production opportunity within designated territory
• · Manage pipeline / maintain acceptable performance metrics as determined by Kind Lending.
• · Disciplined relationship management of approved accounts with a focus on account activity, wallet share, and market-share metrics
• · Drive improvements/efficiencies with Clients
• · Develop production forecasts and marketing/business plans outlined with relevant strategies
• · Engage with Client and Prospective Client database through multiple markets including Phone, Email, Direct Marketing, Social Media tools
• · Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly
• · Share ideas and best practices for success; serve as a peer mentor when called upon
• · Communicate / Develop relationships with Operations / Fulfillment team members
• · Provide market intelligence
• · Have fluency of industry knowledge and enhance your expertise through training, industry publications, lending bulletins
• · Be a subject matter expert on Kind Lending policies, procedures, products, and technology.
• · Conduct group presentations over phone/video to promote Cardinals Value Proposition and present our process, product, and technology platforms.
• · Provide excellent service through disciplined follow-up and guidance to our Broker Partners

Qualifications

• · Minimum 3 years recent experience in residential mortgage lending.
• · Knowledge of FNMA/FHLMC and FHA/VA programs.
• · Excellent networking and negotiation skills.
• · Excellent verbal, written, and interpersonal communications skills.
• · Must be detail-oriented, organized, and disciplined
• · Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment.
• · Ability to work in an office, maintain and grow relationships over the phone, email, Zoom, or other electronic forums.

Education

Work Authorization

Other Duties

• This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Physical Demands