Account Executive, Southeast

This is a fully remote position, open to applicants in Florida.

📋 Description

• Establish and nurture relationships with mortgage brokers and bankers.

• Analyze scenarios and structure deals before submission.

• Comprehend DSCR and commercial underwriting concepts (LTV, cash flow, property types).

• Inform partners about guidelines and execution strategies.

• Collaborate closely with underwriting and operations to finalize loans.

• Foster repeat business through expertise and promptness.

• Build, expand, and oversee a personal client portfolio by identifying, prospecting, and onboarding new clients.

• Cultivate and sustain strong client relationships through regular communication, responsiveness, and exceptional service.

• Advocate for and market the company's mortgage programs and services within a designated territory.

• Create and implement effective sales strategies to meet individual production targets and enhance revenue growth.

• Keep an active and precise sales pipeline, ensuring timely follow-up and advancement of opportunities.

• Meticulously track and report all sales activities, pipeline updates, and client interactions in the company’s CRM system.

• Work in conjunction with the Vice President, Regional Sales Manager, and internal teams to synchronize efforts and achieve production goals.

• Qualify incoming leads and prospects through phone, email, and virtual communication channels.

• Engage in outbound prospecting, including cold calling and relationship-based outreach, to create new opportunities.

• Showcase company products, programs, and value propositions during virtual and in-person client meetings.

• Organize and attend regular client meetings to ensure satisfaction and identify growth opportunities.

• Participate in industry events, conferences, and trade shows as necessary to broaden the company’s professional network.

• Join weekly sales meetings and have one-on-one discussions with management.

• Undertake additional duties and responsibilities as assigned by management.

⛳️ Requirements

• Proven sales, negotiation, and closing skills with the ability to cultivate enduring client relationships.

• Exceptional verbal and written communication abilities.

• Highly organized with strong time-management and follow-up skills.

• Self-driven, results-oriented, and capable of working autonomously.

• Capacity to juggle multiple priorities in a dynamic sales environment.

• Proficient with CRM systems and sales productivity tools.

• Familiarity with mortgage products, lending processes, and industry terminology is preferred.

• Professional demeanor accompanied by strong presentation and interpersonal skills.

• Strong leadership, coaching, and people management abilities, with experience in building and scaling sales teams.

• Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent professional experience.

• At least 2–5 years of experience in mortgage sales, financial services sales, or a related field is preferred.

• Proven track record in prospecting, pipeline management, and meeting sales objectives.

• Demonstrated success in recruiting, managing, and developing sales professionals.

🏝️ Benefits

• None specified