What are the responsibilities and job description for the Account Executive position at Mortgage Solutions Financial?
Position: TPO Financial Account Executive
Department: Wholesale
Reports To: Wholesale RVP
Location: 7450 Campus Drive, Suite 200, Colorado Springs, CO 80920
Travel: Occasionally
Remote: ☒ YES or ☐ NO
Exempt: ☒ Non-exempt: ☐
Compensation & Benefits: $56,485-60,000 annually commission
Mortgage Solutions of Colorado, LLC d/b/a Mortgage Solutions Financial (“MSF”) offers a comprehensive benefit package and PTO (paid time off) for eligible employees. The benefit package includes Health, Dental and Vision Insurance, options to participate in a Health Savings Account, Flexible Spending Account, Life and AD&D coverage, voluntary Supplemental Life, voluntary Short-Term, Long-Term Disability and Supplemental insurance. In addition, eligible employees have the option to participate in a company retirement plan.
About MSF
MSF is a national mortgage lender based in Colorado Springs. MSF strongly believes every client should be served with integrity, dignity, and respect. Without compromise, MSF is committed to providing loans that are in the best interest of our clients, not our bottom line. We will continue to educate the community by empowering our clients to make responsible and informed fiscal decisions that result in greater financial peace of mind.
Role Overview
The Financial Third Party Originated (TPO) Account Executive (AE) is responsible for leading residual and sustainable third-party originated business from correspondent mortgage sellers and independent mortgage brokers to Mortgage Solutions Financial. This role requires the ability to prospect, qualify and lead TPO account relationships.
Essential Duties
Department: Wholesale
Reports To: Wholesale RVP
Location: 7450 Campus Drive, Suite 200, Colorado Springs, CO 80920
Travel: Occasionally
Remote: ☒ YES or ☐ NO
Exempt: ☒ Non-exempt: ☐
Compensation & Benefits: $56,485-60,000 annually commission
Mortgage Solutions of Colorado, LLC d/b/a Mortgage Solutions Financial (“MSF”) offers a comprehensive benefit package and PTO (paid time off) for eligible employees. The benefit package includes Health, Dental and Vision Insurance, options to participate in a Health Savings Account, Flexible Spending Account, Life and AD&D coverage, voluntary Supplemental Life, voluntary Short-Term, Long-Term Disability and Supplemental insurance. In addition, eligible employees have the option to participate in a company retirement plan.
About MSF
MSF is a national mortgage lender based in Colorado Springs. MSF strongly believes every client should be served with integrity, dignity, and respect. Without compromise, MSF is committed to providing loans that are in the best interest of our clients, not our bottom line. We will continue to educate the community by empowering our clients to make responsible and informed fiscal decisions that result in greater financial peace of mind.
Role Overview
The Financial Third Party Originated (TPO) Account Executive (AE) is responsible for leading residual and sustainable third-party originated business from correspondent mortgage sellers and independent mortgage brokers to Mortgage Solutions Financial. This role requires the ability to prospect, qualify and lead TPO account relationships.
Essential Duties
- Identifies and develops new account relationships based on brand attributes and market targets
- Facilitates instruction of online broker applications and operational procedures.
- Trains accounts to be self-sufficient utilizing company web-portals.
- Maintains contact database and account profile through Company CRM.
- Sends weekly correspondence on programs and procedures to account base.
- Participates with marketing committee to drive value to our customers.
- Maintains pipeline reports and monitors expiring rate locks for customer base.
- Monitors score card reports for assigned account base.
- Acts as a liaison between assigned account base and MSF operations to get loans closed.
- Holds a regular pipeline call with processing partners.
Salary : $56,485 - $60,000