What are the responsibilities and job description for the Wholesale Account Executive position at Kind Lending | NMLS #3925?
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 Account Executive is responsible for the solicitation of new business for the company, development of marketing materials, and recommending the approval of new brokers to the wholesale manager. Account executives also maintain existing relationships with wholesale broker production sources.
Job Location: This position is in-office in the Phoenix, AZ metro area.
Responsibilities
High School Diploma or equivalent; some college preferred.
Work Authorization
Must be able to verify identity and employment eligibility to work in the U.S.
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 in order 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.
[EOE/M/F/D/V. Drug-free workplace.]
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 Account Executive is responsible for the solicitation of new business for the company, development of marketing materials, and recommending the approval of new brokers to the wholesale manager. Account executives also maintain existing relationships with wholesale broker production sources.
Job Location: This position is in-office in the Phoenix, AZ metro area.
Responsibilities
- Solicit and Develop a prospective B2B client pipeline
- Develop tactical strategies and sales disciplines to maximize production opportunity within designated territory
- Manage pipeline / maintain acceptable performance metrics as determined by Kind Lending.
- Disciplined relationship management of approved accounts with a focus on account activity, wallet share, and market-share metrics
- Drive improvements/efficiencies with Clients
- Develop production forecasts and marketing/business plans outlined with relevant strategies
- Engage with Client and Prospective Client database through multiple markets including Phone, Email, Direct Marketing, Social Media tools
- Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly
- Share ideas and best practices for success; serve as a peer mentor when called upon
- Communicate / Develop relationships with Operations / Fulfillment team members
- Provide market intelligence
- Have fluency of industry knowledge and enhance your expertise through training, industry publications, lending bulletins
- Be a subject matter expert on Kind Lending policies, procedures, products, and technology.
- Conduct group presentations over phone/video to promote Cardinals Value Proposition and present our process, product, and technology platforms.
- Provide excellent service through disciplined follow-up and guidance to our Broker Partners
- Minimum 3 years recent experience in residential mortgage lending.
- Knowledge of FNMA/FHLMC and FHA/VA programs.
- Excellent networking and negotiation skills.
- 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.
- Ability to work in an office, maintain and grow relationships over the phone, email, Zoom, or other electronic forums.
High School Diploma or equivalent; some college preferred.
Work Authorization
Must be able to verify identity and employment eligibility to work in the U.S.
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 in order 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.
[EOE/M/F/D/V. Drug-free workplace.]