Lending Account Executive
Reports to: VP of Loans
Location: Scottsdale, AZ
Position: Full-time position
The Role
Having built a fast growing business, we are seeking a proven sales executive who can Identify new business opportunities and create long-term, trusting relationships with new and existing clients by ensuring their satisfaction. This hands-on sales professional will be expected to open doors and manage the full end to end sales process while attracting new business and marketing our product(s) to industry professionals.
Hours and Work Schedule: This is a base + commission position; you set your schedule to facilitate the professional needs of your job.
Responsibilities
- Identifying and pursuing opportunities to increase the volume of new clients/borrowers that meet our criteria and benefit from our financing options (primarily aimed at investors flipping homes)
- Acquiring new clients through face-to-face, phone, and email communications
- Networking and prospecting new clients while identifying opportunities to cultivate new client relationships
- Monitoring pipeline performance daily, including tracking monthly volume, fall outs, and loan quality
- Keeping current on company training, product knowledge, and policies
- Maintaining knowledge of current underwriting guidelines and matrices
- Analyzing and prequalifying applicants to determine eligibility of the desired loan program
- Effectively explaining and communicating the terms of the product/s to clients
- Pre-underwriting/pre-qualifying loan files
- Maintaining up-to-date database with accounts’ information
- Assisting in development of marketing materials; distributing materials to existing and prospective account base clients
- Managing customer relationships and developing strategies to enhance relationships within assigned territories
- Current book of business / Active Broker Connections
- Leading client meetings and engaging our sales / back office support resources as required
- Reporting on sales activity and forecast to senior management
- Managing daily and weekly activities, pipelines, forecasts and closed deals to ensure desired quota results
- Acting at all times in accordance with our values and code of ethics
- Identify areas of improvement and potential new projects
- Perform other duties as assigned
Requirements
- 4+ years of mortgage sales and/or business development experience
- Solid experience with CRM software (e.g., Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel)
- Thrives working in a growth-oriented, entrepreneurial culture
- Independent and self-starter style
- Proven relationship-management experience
- Proven ability to juggle multiple sales projects at a time, while maintaining sharp attention to details
- Strong verbal, written and interpersonal communication skills
- Some domestic travels will be required
Desired Skills and Experience
- Hard Money and Nonprime mortgage experience desired
- Phone Sales Experience
- Knowledge of the complete mortgage lending process from origination to closing
- Highly motivated and determined to succeed in a competitive, time sensitive industry
- Mortgage Industry Terminology a huge plus (but teachable)
- High school diploma/GED required (College degree preferred)
- Strong analytical and problem-solving skills
- Solid negotiation skills
- Understanding of flips / fix and flip concept
- Ability to work collaboratively with others to achieve established goals
- Technology oriented and innovation driven
- Early stage company experience
About US
We are an early stage, well funded, with post-exit founders, proptech startup based in Scottsdale, AZ with worldwide offices. We provide a host of services via our Flip OS™ platform, funds for the property purchase and the renovation in as little as 48 hours. Our proprietary technology allows us to shorten the approval process without compromising the quality of service. Our services include the inspection of each property using our patent-pending technology that allows us to accurately assess the property value over time. We constantly monitor the property and can efficiently release funds to third-party vendors or the seller.
* Sorry, no relocation or sponsorship options are available