TPO Account Acquisition Specialist

Brief Description

Kind Lending is determined to forge a new identity in the wholesale lending and mortgage banking space. We’re building an upbeat, collaborative environment where a team of sharp minds will bring out the best in each other – and where fun is mandatory. We are focused on serving the mortgage community and their homebuyers by providing an array of products, top-notch service by experienced and friendly professionals, and superior resources to support their business model.

Position Summary

The TPO Account Acquisition Specialist is responsible for the direct solicitation of new/existing business for the company through Broker Inquiries, Account renewal, NMLS reporting, and other paths as identified by management to drive market share, client share, and profitability. This job is in Scottsdale, AZ and can be an on-site position.

Responsibilities

• Solicit and cultivate new and former clients for Kind Lending
• Drive Sales Strategies with Prospects to maximize production opportunity
• Responsible for managing the weekly suspended client report.
• Call prospects to hit minimum daily targets for outbound calls
• Utilize Salesforce tools to make follow-up calls or contacts
• CRM management/knowledge
• Share the KWIKIE portal/Kwik Pricer with Prospects
• Prepare warm handoff to outside AE once the Broker Approval is given
• Prepare the Prospect to do business by guiding them through the Approval process
• Maintain acceptable performance metrics as determined by Kind Lending.
• Disciplined investigation of prospects with a focus on, wallet share, and market-share metrics by using Salesforce and prospects websites or on-line materials
• Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly
• Have basic mortgage industry knowledge and enhance your expertise through utilization of Kind Training resources, industry publications, lending bulletins
• Be a subject matter expert on Kind Lending policies, procedures, products, and technology.
• Proposition and present our process, product, and technology platforms.
• Provide excellent service through disciplined follow-up and guidance to our Broker Prospects
  
  

Qualifications

• 1 year Mortgage Banking experience
• Networking and Communication skills
• Outbound/Call Center experience in sourcing clients
• Excellent verbal, written, and interpersonal communications skills.
• Must be detail-oriented, organized, and disciplined.
• Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment.
• Demonstrated ability to work remotely/self -manage to establish, maintain and grow relationships over the phone, email, or other electronic forums.
• Basic working knowledge of FNMA/FHLMC, FHA/VA and Non-QM programs
  
  

Education

High School Diploma or equivalent; some college preferred.

Pay Disclosure

The starting base pay range for this position is $30k/annually. The actual base is dependent on many factors such as: work experience, business needs, market demands, and other compensation components. The base pay range is subject to change and may be modified in the future.

Disclaimer Statement

This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, duties, skills, or working conditions associated with a job. It is intended to be a general description of the principal requirements common to positions of this type.

Work Authorization

Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship.

Other Duties

This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned to meet the needs of the organization.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

Kind Lending is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression.