Senior Account Executive

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

📋 Description

• Collaborate with brokers to submit loans and manage the sales pipeline.

• Maintain records of sales contacts, pipeline reports, and other relevant sales activity documentation.

• Utilize OptifiNow and coordinate with Operations staff to facilitate the loan process from submission to funding.

• Develop new business opportunities and strengthen existing business relationships.

• Ensure comprehensive client satisfaction throughout the process.

• Acquire approval packages for new clients as necessary.

• Actively seek business from mortgage entities within an open territory.

• Follow up with potential clients regularly.

• Provide ongoing support and service to clients.

• Educate and train clients on GenWay’s products, policies, and procedures.

• Verify that all loan files are complete and comply with guidelines.

• Represent the company in a professional and enthusiastic manner while delivering exceptional customer service.

• Uphold the company mission statement and core values.

• Contribute to organizational goals and values, welcome constructive feedback, and foster a positive team spirit.

• Undertake additional responsibilities as assigned by management.

⛳️ Requirements

• 1–2 years of experience as an Account Executive in either inside or outside sales within the wholesale lending sector.

• Previous experience as a Wholesale/Non-Delegated Correspondent Account Executive is mandatory.

• Demonstrated success in sales is essential.

• A minimum of 3 years' experience in the mortgage industry.

• Proficient computer skills and familiarity with MS Office applications.

• Ability to communicate effectively in both verbal and written forms.

• Strong organizational skills to prioritize workload and meet deadlines.

• Excellent customer service abilities.

• High attention to detail and strong organizational skills are required.

• Experience with CRM software, preferably OptifiNow.

• Familiarity with Encompass is preferred.

• A reliable internet connection and a quiet, professional workspace are necessary.

🏝️ Benefits

• Fully remote work can be conducted from the employee’s home or another approved off-site location.

• Company-provided computer, headset, and webcam will be supplied.

• Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.