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Pacific Bay Lending Group
La Mirada, CA | Full Time
$33k-100k (estimate)
3 Months Ago
National Wholesale Account Executive
$33k-100k (estimate)
Full Time | Lending & Credit 3 Months Ago
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Pacific Bay Lending Group is Hiring a National Wholesale Account Executive Near La Mirada, CA

Job Responsibilities:

  • Build relationships with current and new mortgage brokers; Contact and solicit mortgage brokers regarding PBLG’s unique, highly competitive, niche, wholesale mortgage loan programs.
  • Facilitate broker and banker sign-ups into PBLG’s broker-wholesale lending program.
  • Proactively seek ways to develop and expand customer relationships in order to contribute to the company's success.
  • Maintain daily workflow prioritization and communication to ensure urgent matters are dealt with and closings occur in a timely manner.
  • Achieve sales and referral goals by developing customer rapport and collaborating with mortgage operations to ensure an exceptional customer experience.
  • Maintain sales contact database and send weekly correspondence on programs and procedures.
  • Revitalize dormant leads through strategic and persistent cold calling efforts, employing effective communication and relationship-building skills to understand client needs and rekindle interest, ultimately driving revenue growth and expanding the customer base.
  • Maintain regular communication with the brokers and inform brokers of changes and enhancements in processes and procedures.
  • Develop marketing ideas and plan for the continued increase in volume.
  • Analyze and prequalify applicants to determine the eligibility of the desired loan program.
  • Effectively explain and communicate the terms of the product to brokers and bankers.
  • Ensure the borrower signs all required documents.
  • Gather all initial documentation based on the selected loan program.
  • Perform special projects, and additional duties and responsibilities as required.

Education and Experience Requirements:

  • Associate’s degree (or equivalent); OR high school diploma (or equivalent) plus two years of experience in functional area.
  • Working knowledge of mortgage financing.

Additional Requirements:

  • Demonstrated skills and experience within the mortgage market, and with loan origination functions including broker experience using Encompass loan origination software.
  • Demonstrated experience with Microsoft Office 365 and the following technology: HubSpot CRM, Encompass.
  • Prior experience working in a high-volume call center environment (D2C experience preferred).
  • Proven experience in successfully revitalizing dormant leads through cold calling.
  • Knowledge of underwriting and/or closing procedures and regulations.
  • Willingness to pursue continuing education, certifications, etc. as applicable to advancing in the organization.
  • Analytical and problem-solving skills.
  • Interpersonal and communication skills with the ability to speak confidently.
  • An ability to thrive in a fast-paced environment where priorities change daily, and where employees wear many hats.
  • Detail-oriented with the ability to think "outside the box" and prioritize tasks and decisions in a timely manner.
  • Self-directed, yet effective working as part of a collaborative team.
  • Responsive and customer-focused with a demonstrated use of professional judgment.

Compensation and Benefits

This position is eligible to earn a salary of $33,280 draw plus uncapped commission, the draw is recoverable.

Job Type: Full-time

Pay: $33,280.00 - $100,000.00 per year

Benefits:

  • 401(k) matching
  • Life insurance

Experience level:

  • 1 year

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Commission pay
  • Performance bonus

Travel requirement:

  • Up to 25% travel

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Lending & Credit

SALARY

$33k-100k (estimate)

POST DATE

01/10/2024

EXPIRATION DATE

05/07/2024

WEBSITE

pacbaylending.com

HEADQUARTERS

GARDEN GROVE, CA

SIZE

50 - 100

FOUNDED

1992

CEO

JOHN NELSON

REVENUE

$10M - $50M

INDUSTRY

Lending & Credit

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About Pacific Bay Lending Group

Pacific Bay Lending Group (NMLS# 192103) is a full-service national mortgage lender and agency direct seller. We originate loans through various channels, including wholesale lending and correspondent lending offering agency direct, FHA, Jumbo, non-QMs and portfolio loan products, specifically Alt-A and Stated. With these in mind, Pacific Bay Lending Group focuses to offer comprehensive programs along with competitive pricing. Our team is comprised of highly knowledgeable, industry best professionals who continual train in: - The Value of Excellent Customer Service! - The Latest Programs and G...uideline Updates! - Mastering Analysis software designed to Streamline the Loan Process! We are a Partner You Can Count On! More
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