Account Executive

Das ist der Job

Proficient in utilizing CRM systems and sales productivity tools to track and manage sales activities effectively.

Darum lohnt es sich

• Develop, grow, and manage a personal book of business • Identify, prospect, onboard, and manage new clients • Build and maintain relationships with mortgage brokers and bankers • Promote and sell mortgage programs and services within an assigned territory • Review scenarios and structure deals before submission • Apply DSCR and commercial underwriting concepts, including LTV, cash flow, and property types • Educate partners on guidelines and execution strategy • Develop and execute sales strategies to achieve production goals and drive revenue growth • Maintain an active, accurate sales pipeline with timely follow-up • Track and report sales activity, pipeline updates, and client interactions in the CRM system • Qualify inbound leads through phone, email, and virtual communication channels • Conduct outbound prospecting, including cold calling and relationship-based outreach • Present products, programs, and value propositions in virtual and in-person client meetings • Organize and participate in client meetings to ensure satisfaction and identify growth opportunities • Collaborate with underwriting, operations, the VP, and Regional Sales Manager to close loans and meet production objectives • Attend industry events, conferences, and trade shows as needed • Participate in weekly sales meetings and one-on-one management meetings • Generate repeat production through expertise and responsiveness • Perform other duties as assigned Requirements • Strong sales, negotiation, and closing skills • Proven ability to build lasting client relationships • Excellent verbal and written communication skills • Strong organization, time-management, and follow-up abilities • Self-motivated, results-oriented, and able to work independently • Ability to manage multiple priorities in a fast-paced sales environment • Proficiency with CRM systems and sales productivity tools • Knowledge of mortgage products, lending processes, and industry terminology preferred • Professional demeanor with strong presentation and interpersonal skills • Strong leadership, coaching, and people management skills; experience building and scaling sales teams • Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent professional experience • Minimum of 2–5 years of experience in mortgage sales, financial services sales, or a related field preferred • Demonstrated success in prospecting, pipeline management, and achieving sales targets • Demonstrated success recruiting, managing, and developing sales professionals • Authorization to work in the United States Core Competencies Demonstrates expertise in mortgage sales, client relationship management, and sales strategy execution.

Highest-signal resume keywords • Mortgage Sales Experience • Client Relationship Management • Sales Strategy Development • CRM Proficiency • Negotiation and Closing Skills Hard Skills • Mortgage Products Knowledge • Lending Processes • Pipeline Management • Sales Target Achievement • DSCR Underwriting Concepts • Cash Flow AnalysisProperty Types Understanding • Sales Productivity Tools • Prospecting Techniques • Deal Structuring Soft Skills • Strong Communication Skills • Self-Motivated • Results-Oriented • Organizational Skills • Interpersonal Skills Industry Keywords • Mortgage Industry Terminology • Financial Services Sales • Sales Team Management • Client Meetings • Industry Events Participation Tools & Technologies • CRM Systems • Sales Productivity Tools