Partner Relationship Specialist - United Wholesale Mortgage

 

The Partner Relationship Specialists will be alerting clients about lead opportunities they have with the past borrowers. They will also help facilitate meetings between our clients and real estate agents.

WHAT YOU WILL BE DOING

• Calling partners to advise on lead alerts for their past borrowers, communicating with Account Executives to ensure there are no lost opportunities and advising loan officers on the best way to approach different scenarios
• Calling real estate agents to educate them on the benefits of working with an independent mortgage broker and finding out what is important to them in a partner
• Surveying each real estate agent to identify what is important to them in a referral partner
• Scheduling an in- person meeting between the real estate agent and local broker
• Coaching the broker prior to their in-person meeting
• Updating presentations and supplying all marketing needs to the broker ahead of the appointment
• Following up on the meeting with a call and email to both parties
• Maintaining our realtor relationship database
• Update CRM and keep log of discussions, talking points, goals, etc
• Success reporting metrics and maintenance

WHAT WE NEED FROM YOU

Must Have Qualifications:

• Great Client Service
• Strong communication skills
• Ability to adapt quickly
• Very comfortable being on the phone
• Onsite Attendance
• Strong multi-tasking skills
• Exceptional phone skills
• High School Diploma

THE PLACE & THE PERKS

Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.

 

It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.

 

From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.

 

More reasons you’ll love working here include:

• Paid Time Off (PTO) after just 30 days
• Additional parental and maternity leave benefits after 12 months
• Adoption reimbursement program
• Paid volunteer hours
• Paid training and career development
• Medical, dental, vision and life insurance
• 401k with employer match
• Mortgage discount and area business discounts
• Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
• Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon 
• Gourmet cafeteria featuring homemade breakfast and lunch
• Convenience store featuring healthy grab-and-go snacks
• In-house Starbucks and Dunkin
• Indoor/outdoor café with Wi-Fi

DISCLAIMER

All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting “Apply for this job online” you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.