What are the responsibilities and job description for the Sales Executive position at United Atlantic Mortgage?
United Atlantic Mortgage Corp of Virginia is a locally owned, independent mortgage brokerage with more than 40 years of experience helping customers achieve the dream of homeownership. The team is made up of collaborative mortgage experts who provide personalized guidance rather than relying solely on apps and algorithms. Leveraging strong relationships with national wholesale lenders and local housing professionals, the company offers a wide range of mortgage options tailored to each client’s unique needs. As one of the most experienced independent mortgage brokers in the Hampton Roads region, United Atlantic Mortgage supports customers whether they are buying a home across town or a vacation property across the region. The organization is committed to training and supporting the next generation of mortgage professionals in a supportive, success-focused environment.
Role Description This full-time Sales Executive role is based in Virginia Beach, VA and follows a hybrid work model, combining in-office collaboration with some work-from-home flexibility. The Sales Executive will actively generate and nurture leads, consult with qualified prospects and introduce them to the company's products and services as well as introduce those qualified candidates to additional revenue stream opportunities. Daily responsibilities include identifying, building and maintaining relationships with real estate agents and referral partners, hosting and/or attending networking events to build and maintain relationships with real estate agents and referral partners, and identifying, deploying and managing marketing campaigns to build and maintain relationships with real estate agents and referral partners. The role also involves preparing accurate sales documentation, tracking pipeline activity in CRM tools, and coordinating with internal mortgage specialists to ensure smooth, timely loan processing. The Sales Executive is expected to meet defined sales targets, uphold regulatory and compliance standards, and represent the company’s customer-first values in every interaction.
Qualifications
- Strong sales, negotiation, and relationship-building abilities, with a track record of meeting or exceeding revenue or production targets.
- Experience in mortgage lending, banking, financial services, or a related field, with working knowledge of home loan products and basic underwriting concepts.
- Excellent communication and interpersonal skills, including clear explanation of complex financial information to diverse clients.
- Solid organizational and time-management skills, with the ability to manage multiple clients, deadlines, and documentation requirements.
- Comfort with CRM systems, productivity tools, and standard office software to track leads, activities, and customer information.
- Customer-focused mindset, demonstrating integrity, professionalism, and commitment to equitable, non-discriminatory service.
- Ability to work both independently and collaboratively in a hybrid environment, adapting to in-office and remote workflows.
- High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related discipline is preferred.
- Prior experience in the Hampton Roads real estate or mortgage market is a plus but is secondary to proven sales ability.
- Successful Candidate will be confident in their sales ability, self-motivated, ambitious, innovative, and excited about an opportunity that is not currently readily available in our marketplace. Proficiency in networking, social media and SMS/Text/Email marketing required. Proven success in prior sales position required. Candidates that are selected for 1st interview and advance to 2nd interview will be required to provide an action plan for success and mock sales presentation to the company management team for final consideration. 30 Day Probationary Period and meeting or exceeding company required sales metrics will apply. -$250k/yr (Salary Commission)
Pay: $50,000.00 - $250,000.00 per year
Benefits:
- Employee discount
- Health insurance
- Paid time off
Work Location: Hybrid remote in Virginia Beach, VA 23456
Salary : $50,000 - $250,000