Account Executive – Mortgage

Job not on LinkedIn

🔥 5 hours ago

🏄 California, Idaho, +4 more states – Remote

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💵 $4.2k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of SERVION

SERVION

11 - 50 employees

🤝 B2B

⚡ Energy

📦 Logistics

B2B • Energy • Logistics

SERVION is a multifunctional corporate services company based in Uzbekistan that provides on-site support to industrial, energy and construction projects. The company specializes in HR solutions and staff outsourcing, catering, cleaning, procurement and logistics, transport solutions, checkpoint/security personnel, and facility/camp management. SERVION emphasizes experience in the oil & gas and energy sectors, project-management know-how on large industrial sites, and combines international quality standards with local knowledge to support both domestic and foreign clients.

📋 Description

• Market and sell Servion financial products and services to Credit Unions and other clients • Prospect and develop new accounts • Develop new and expand existing credit union and community bank relationships and territories • Generate VA, FHA, Conventional and additional mortgages through prospecting • Build relationships with key decision makers and serve as liaison and point of contact • Resolve inquiries, information requests, and complaints related to loan products and services • Present Servion products and services to customers • Respond to client needs and follow through on requests • Initiate or assist with external marketing efforts and directed marketing campaigns • Identify revenue opportunities by contacting credit unions • Gather data to determine trends and develop new sales ideas • Communicate market conditions and strategies to the National Sales Manager • Monitor and evaluate competitors' activities and products • Maintain accurate monthly expense, sales contact, pipeline, and sales activity reports • Follow up with credit unions and community banks throughout the sales cycle • Perform related duties as required

🎯 Requirements

• Minimum High School Diploma or Four-year College Degree in business or a related field preferred • An equivalent combination of education and experience may be a substitute • Minimum of two years of mortgage-related experience required • Two years of mortgage sales experience strongly preferred • Thorough knowledge of all Servion Business Units with a focus on Mortgage, Realty and Title • Up-to-date knowledge of industry trends and government regulations • Excellent reporting, letter preparation, group presentation and related communications skills • Ability to establish and maintain effective working relationships with executives, managers, employees, and vendors • Ability to perform research to determine credit union needs and communicate results • Ability to conduct seminars, presentations, and meetings to demonstrate product and service value • Current knowledge of accounting, compliance, policies, procedures, guidelines, and standards • Ability to develop quality mortgage leads and establish client relationships

🏖️ Benefits

• Medical Insurance • Telehealth Services • Dental Insurance • Vision Insurance • Life Insurance • Short-term Disability • Long-term Disability • Legal and Identity Theft Protection • Critical Illness Insurance • Hospital Insurance • Accident Insurance • Participation in 401k Plan with up to 5% company match • Variable Bonus Pay • Commission • $4,153.84 biweekly forgivable draw

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