Wholesale Mortgage Account Executive - OneTrust Home Loans

ABOUT ONETRUST HOME LOANS

If you are looking for an organization that has established an outstanding reputation for quality products and services and where you are an important member of a professional team, then OneTrust Home Loans may be for you. We are recognized as a Fortune 5000 company offering conventional, FHA, VA, USDA, and jumbo financing, while boasting portfolio, construction, and structure finance lending divisions. Our focus on utilizing the latest technology to streamline the home loan process has made us a leader in our space. We really listen to our clients in order to anticipate their home financing goals and dreams. We're mortgage educators and financing strategists, providing detailed information and sound advice on mortgage options and industry trends. We focus our energies on a transparent and open communication loan process to close loans quickly.

If our employees are successful, we are successful. Our goal is to provide them with the most current competitive tools and information possible. Employees and management listen, engage, and provide honest feedback to each other. Those who make outstanding contributions are recognized for their outstanding customer service and are eligible for key programs. In order to hire and retain employees who share our values of integrity, transparency, innovation, and greatness, we offer attractive employment packages, work-life balance, a wide range of training opportunities, and an innovative and exciting business culture. Service is everything!

Position Summary

The Wholesale Account Executive will be responsible for managing and growing relationships with wholesale clients including mortgage brokers and real estate professionals.

Essential Duties and Responsibilities

• Create and implement sales strategy to achieve the established goals in the assigned territory.
• Manage a database of contacts for weekly email campaigns.
• Market OneTrust's products and programs to the mortgage and real estate community.
• Establish new relationships and sustain existing ones with licensed mortgage brokers.
• Educate and guide brokers through the loan submission process including training on loan submissions and fulfillment.
• Set clear expectations and provide understanding of the entire loan process including submissions, underwriting, locks, closing and funding.
• Provide continuous service support to mortgage brokers.
• Assist in resolving customer questions, issues, objections and educate customers about the escalation process.
• Serve as a liaison between brokers and the operations team.
• Communicate and collaborate with the operations team to ensure desired production outcomes and ensure proper customer service is delivered.

The above functions are intended to describe the general nature and level of work performed by individuals assigned to this job. This is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of employees assigned to this job.

Education and Experience:

• Sales and business development experience preferred.
• 3+ years mortgage experience.

Knowledge, Skills and Abilities

• Excellent communication skills, both verbal and written.
• Excellent computer skills and working knowledge of Microsoft office products.
• Strong communication and interpersonal skills, and a high level of professional integrity.
• High level of professional integrity while maintaining a positive, helpful, and constructive attitude within work relationships.
• High level of customer service and attention to detail.
• Ability to maintain strong time management and organizational skills in a dynamic and changing environment.