Account Executive – Mortgage

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Promote and sell Servion financial products and services to Credit Unions and various clients.

• Identify and cultivate new accounts.

• Establish and enhance relationships with existing credit unions and community banks, expanding into new territories.

• Generate VA, FHA, Conventional, and additional mortgage opportunities through proactive prospecting.

• Foster relationships with key decision-makers, acting as a liaison and primary contact for partners.

• Address inquiries, information requests, and concerns regarding loan products and services.

• Showcase Servion products and services to potential customers.

• Attend to client requirements and ensure follow-up on their requests.

• Initiate or assist in external marketing initiatives and targeted marketing campaigns.

• Identify revenue-generating opportunities and cultivate relationships with credit unions.

• Collect data to identify trends and create innovative sales strategies.

• Communicate market conditions and strategic insights to the National Sales Manager.

• Monitor and assess competitor activities and offerings.

• Maintain monthly reports on expenses, sales contacts, pipelines, and sales activities.

• Follow up with credit union and community bank partners throughout the sales process.

• Execute related duties as necessary.

⛳️ Requirements

• High School Diploma or a Four-year College Degree in business or a related field is preferred.

• An equivalent combination of education and experience may be considered acceptable.

• A minimum of two years of experience in the mortgage sector is required.

• At least two years of mortgage sales experience is highly preferred.

• Comprehensive knowledge of all Servion Business Units, particularly in Mortgage, Realty, and Title.

• Current awareness of industry trends and government regulations.

• Strong skills in reporting, letter drafting, group presentations, and related communications.

• Ability to forge and maintain effective working relationships with executives, managers, employees, and vendors.

• Competence in researching credit union requirements and conveying findings effectively.

• Capability to conduct seminars, presentations, and meetings.

• Up-to-date understanding of accounting, compliance, policies, procedures, guidelines, and current standards.

• Skill in generating quality mortgage leads and developing client relationships.

• No specific licenses or certifications are required.

🏝️ 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 a 401k Plan with up to 5% company match

• Variable Bonus Pay

• Commission

• $4,153.84 biweekly forgivable draw