Account Executive – Mortgage
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Job Description
Mortgage Account Executive selling Servion financial products and mortgages to credit unions and community banks. Developing territories, relationships, leads, and sales opportunities across six listed regions.
Responsibilities:
- Market and sell Servion financial products and services to Credit Unions and other clients
- Prospect and develop new accounts
- Develop new and expand existing credit union and community bank relationships and territories
- Generate VA, FHA, Conventional and additional mortgages through prospecting
- Build relationships with key decision makers and serve as liaison and point of contact
- Resolve inquiries, information requests, and complaints related to loan products and services
- Present Servion products and services to customers
- Respond to client needs and follow through on requests
- Initiate or assist with external marketing efforts and directed marketing campaigns
- Identify revenue opportunities by contacting credit unions
- Gather data to determine trends and develop new sales ideas
- Communicate market conditions and strategies to the National Sales Manager
- Monitor and evaluate competitors' activities and products
- Maintain accurate monthly expense, sales contact, pipeline, and sales activity reports
- Follow up with credit unions and community banks throughout the sales cycle
- Perform related duties as required
Requirements:
- Minimum High School Diploma or Four-year College Degree in business or a related field preferred
- An equivalent combination of education and experience may be a substitute
- Minimum of two years of mortgage-related experience required
- Two years of mortgage sales experience strongly preferred
- Thorough knowledge of all Servion Business Units with a focus on Mortgage, Realty and Title
- Up-to-date knowledge of industry trends and government regulations
- Excellent reporting, letter preparation, group presentation and related communications skills
- Ability to establish and maintain effective working relationships with executives, managers, employees, and vendors
- Ability to perform research to determine credit union needs and communicate results
- Ability to conduct seminars, presentations, and meetings to demonstrate product and service value
- Current knowledge of accounting, compliance, policies, procedures, guidelines, and standards
- Ability to develop quality mortgage leads and establish client relationships
Benefits:
- Medical Insurance
- Telehealth Services
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-term Disability
- Long-term Disability
- Legal and Identity Theft Protection
- Critical Illness Insurance
- Hospital Insurance
- Accident Insurance
- Participation in 401k Plan with up to 5% company match
- Variable Bonus Pay
- Commission
- $4,153.84 biweekly forgivable draw
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