What are the responsibilities and job description for the Account Executive position at Msc Services Llc?
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, Health Reimbursement Arrangement, 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
A Mortgage Solutions Financial 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. A qualified AE has a minimum of 3 years of experience working in the Wholesale or Correspondent lending industry.
- 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 for customer base.
- 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
- Travel occasionally required
- 3 years of wholesale lending experience.
- Strong pipeline management skills
- Existing account base (preferred not required).
- Excellent presentation skills and knowledge of using MS Excel, PowerPoint and Word.
- Must possess excellent problem-solving, organizational, leadership and interpersonal skills.
- Superior verbal and written communication skills.
- Strong ability to excel within an ever-changing and cyclical environment.
- Must understand the importance of a team first approach
- Stationary position; prolonged periods at a desk and working on the computer.
- Occasional movement about inside the office to walk to offices and office machinery.
- Occasional lifting up to 10 pounds, must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday.
MSF is an equal opportunity employer. All candidates for employment are considered equally and no distinction is made on the basis of race, color, national origin, age, religion, disability, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, or veteran status. MSF is also committed to providing qualified applicants and employees reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or employee requiring reasonable accommodation to perform any essential job function, should contact Human Resources.
