Executive – Mortgage

This is a fully remote position, open to applicants in New Jersey, +4 more states.

📋 Description

• Market and promote Servion financial products and services to credit unions and other clients.

• Identify and cultivate new accounts.

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

• Generate VA, FHA, conventional, and additional mortgage options through proactive prospecting.

• Foster connections with key decision-makers, serving as the liaison and primary contact for partners.

• Address inquiries, information requests, and complaints related to loan products and services.

• Present Servion offerings to clients.

• Respond to client needs and ensure follow-up on both written and verbal inquiries.

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

• Identify revenue-generating opportunities and engage with credit unions.

• Collect data, analyze trends, and devise new sales strategies.

• Communicate market conditions and strategies to the National Sales Manager.

• Monitor and assess competitors’ activities and offerings.

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

• Follow up with credit unions and community banks throughout the sales process.

• Perform related duties as necessary.

⛳️ Requirements

• A minimum of a 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 as a substitute.

• At least two years of experience in the mortgage industry is required.

• A minimum of two years of mortgage sales experience is strongly preferred.

• Comprehensive knowledge of all Servion Business Units, with a focus on Mortgage, Realty, and Title.

• Current knowledge of industry trends and government regulations is essential.

• Excellent skills in reporting, letter writing, group presentations, and related communications.

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

• Capability to conduct research to assess credit union needs and effectively communicate findings.

• Ability to lead seminars, presentations, and meetings.

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

• Proficiency in developing quality mortgage leads and fostering client relationships.

• Willingness to stay informed on company offerings and industry developments.

• 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