Wholesale Sales Support Associate

📋 Description

• Aids in enhancing new partner approvals for the designated Wholesale Account Executive

• Supports the maintenance of existing relationships with approved partners

• Increases the number of brokers successfully closing loans

• Provides education on Reverse Mortgages to new partners

• Collaborates directly with Underwriting on potential new borrower scenarios

• Assists in onboarding new partners to the company’s LOS systems

• Aids in structuring new loans in partnership with associates

• Educates and assists partners in calculating Broker Compensation and Origination Fees

• Performs additional duties as assigned

⛳️ Requirements

• At least 2 years of sales or operations experience in the reverse mortgage sector

• Highly organized and experienced in supporting a sales team

• Capable of managing multiple time-sensitive projects simultaneously

• Self-motivated, able to work independently

• Strong problem-solving abilities and adept at handling complex customer inquiries

• Capable of managing a minimum of 70 emails and/or phone messages daily

• Excellent time management abilities

• Strong verbal communication skills

• Familiarity with Reversevision Software is preferred

🏝️ Benefits

• Health, dental, vision, and life insurance

• Paid time-off benefits

• Flexible spending account

• 401(k) plan with employer match

• Employee Stock Purchase Plan (ESPP)