Job Summary

• Develop and maintain relationships with mortgage brokers, community banks, and credit unions to ultimately secure agreements for correspondent/Third Party Originator (TPO) partnerships
• Assist in teaching originators focused on traditional and reverse mortgage business how to identify and originate mortgage products
• Train Loan Officers how to navigate their database and educate their business-to-business (B2B) partners to solicit loans
• Identify and on-board new wholesale and correspondent relationships
• Assist in all aspects of setting up the loan and working with the LAM to provide status updates to partners
• Maintain contact with approved brokers, community banks, and credit unions.

• Customer Service - Understands and maintains client needs and relationships, internal and external, as the primary driver of work goals and activities. Values and earns customer trust and respect through meeting and exceeding client expectations
• Communication - Clearly conveys information and ideas through a variety of media - written, verbal and digital - to individuals and groups in a manner that engages the audience and helps them understand and retain the message. Demonstrates high level of professionalism
• Technical Capacity - picks up on technical things quickly and is able to learn new skills and knowledge; is good at learning new products and companies
• Organization Skills - Obtains excellent organizational abilities that benefit the workflow of this role
• Sales Skills - actively listens, knows their product, upsells and cross sells where appropriate, manages time effectively, has marketing and industry insight, is adept at prospecting.

• High School diploma or equivalent
• Experience using Google product suite
• 4 (+) years of mortgage industry experience
• 2 (+) years sales experience
• 1 (+) years experience in account management
• Experience with pipeline management

• 6 (+) years of mortgage industry experience
• 4 (+) years sales experience
• Familiarity with CRM’s
• 3 (+) years experience in account management

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee frequently is required to stand, walk, use hands and fingers and reach with hands and arms. This role may require long periods of sitting at a desk and working on a computer. Also, the employee must be able to lift up to 15 pounds at times.