What are the responsibilities and job description for the Wholesale Mortgage Sales Representative position at AppleOne?
AppleOne is pleased to partner with a company seeking a Wholesale Mortgage Sales Representative to develop and maintain relationships with mortgage brokers to generate business referrals. This job includes communicating the company's business model, loan products, and pricing to prospective and existing mortgage brokers.
This is a direct hire role.
Key Responsibilities:
Relationship Building: Establish and nurture strong relationships with mortgage brokers and realtors to secure loan referrals. Maintain regular communication with brokers, addressing their needs and ensuring a smooth loan process.
Sales and Business Development: Demonstrate clarity of loan products, pricing, and underwriting guidelines while actively seeking new business opportunities. Issue loan commitments and assist loan processing staff in collecting all necessary loan documents.
Customer Service: Provide support and service to mortgage brokers and borrowers, serving as a liaison between the mortgage brokers and team.
Compliance: Understand and comply with all applicable regulations, policies, and procedures related to private money mortgage lending.
Problem Solving: Troubleshoot and assist brokers in resolving loan-related issues and exploring alternative solutions.
Performance Monitoring: Manage ownership of data collections and pipeline tracking.
Accountability Metrics:
Hours on phone: minimum of 3 hours per day prospecting
Number of calls: 100 calls per day
Number of leads (blue sheets): 125 per month
Number of new broker contacts: 25 per month
Number of LOI / Loan Commitments: 35 per month
Number of signed Loan Commitments: 20 per month
Qualifications:
Ideal candidate would demonstrate the following character traits:
Compensation is $70k base plus commission. ~$150k /year
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1186
This is a direct hire role.
Key Responsibilities:
Relationship Building: Establish and nurture strong relationships with mortgage brokers and realtors to secure loan referrals. Maintain regular communication with brokers, addressing their needs and ensuring a smooth loan process.
Sales and Business Development: Demonstrate clarity of loan products, pricing, and underwriting guidelines while actively seeking new business opportunities. Issue loan commitments and assist loan processing staff in collecting all necessary loan documents.
Customer Service: Provide support and service to mortgage brokers and borrowers, serving as a liaison between the mortgage brokers and team.
Compliance: Understand and comply with all applicable regulations, policies, and procedures related to private money mortgage lending.
Problem Solving: Troubleshoot and assist brokers in resolving loan-related issues and exploring alternative solutions.
Performance Monitoring: Manage ownership of data collections and pipeline tracking.
Accountability Metrics:
Hours on phone: minimum of 3 hours per day prospecting
Number of calls: 100 calls per day
Number of leads (blue sheets): 125 per month
Number of new broker contacts: 25 per month
Number of LOI / Loan Commitments: 35 per month
Number of signed Loan Commitments: 20 per month
Qualifications:
- Five or more years of sales/call center mortgage experience.
- Effective communication skills including verbal & written.
- Initiative & Resourcefulness
- Ability to manage multiple priorities, strong detail orientation and highly organized.
- Works with a strong sense of urgency and responsiveness.
- Proficiency with data entry, PDF software programs, Word, and Excel.
- Proven ability to work effectively both independently and in a team-based environment.
Ideal candidate would demonstrate the following character traits:
- Great work ethic and self-motivated.
- Sense of humor and positive attitude
- Trustworthy, confident, and assertive.
- Cooperative and harmonious.
- Systematic and decisive.
- Persistent, consistent, and graceful under pressure.
Compensation is $70k base plus commission. ~$150k /year
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1186
Salary : $150,000