Account Executive

WHAT YOU'LL DO HERE

The Account Executive is responsible for developing new client relationships while also maintaining and growing existing client relationships within a regional correspondent and wholesale sales channel. The primary objective being that of increasing market share (both value and volume) through new and existing partner relationships. This position will deliver a high level of support to all correspondent and wholesale channel clients. Success in this role includes high-level leadership both internally and externally to our clients and third-party partners. This position reports to the Regional Manager.

• Networks and prospects for new correspondent and wholesale channel clients and identifies opportunities to cultivate new client relationships
• Create increased partner contacts by continuously prospecting for new partners using all available methodologies (e.g. cold-call, in-person, technology based)
• Manages customer relationships within the correspondent and wholesale channel in an assigned territory
• Educate correspondent and wholesale channel partners about On Q Financial, Inc. services and value propositions to help find solutions to fit their business needs
• Help partners analyze their business model and add value by assisting them in developing innovative solutions
• Assist with operational and procedural expansion of the correspondent and wholesale channel
• Grow profitable correspondent and wholesale channel market share
• Maintain active communication with the operations teams concerning partner needs
• Become proficient in the ongoing use of proprietary and industry software
• Represents the company at local or regional trade shows and conferences
• Consistently provides detailed and knowledgeable answers to more complicated questions and issues raised by correspondents and wholesale and internal personnel
• Makes the correspondent and wholesale channel clients comfortable with their transactions by providing timely and accurate information thereby creating raving fans for On Q Financial, Inc.
• Serve as a professional representative of On Q Financial, Inc. embracing our core values of innovation, collaboration, moving fast and having fun
• Contribute to On Q Financial, Inc.’s mission of making the dream of homeownership a reality for all, supporting our vision that The Dream of Home Ownership is Inclusive
• Other duties as assigned

WHAT YOU BRING TO THE TABLE

Education & Experience

• High School Diploma/GED required, associate degree preferred.
• Minimum of 5 years mortgage sales experience.
• Minimum of 2 years recent experience in Correspondent and/or Wholesale Lending.

• Must be able to work under pressure and meet deadlines while maintaining a positive attitude and providing exemplary internal and external customer service.
• Knowledge of basic computer software programs, including Windows, Microsoft Word and Excel, Outlook, and internet search sites.
• Track record of sales success in presentation planning and delivery.
• Strong presentation, communication, and interpersonal skills.
• Ability nurture accounts and partnerships to accomplish sales goals.
• Must be a team player with strong attention to detail and able to work independently.
• Proven track record at delivering timely and accurate information in a fast-paced environment.
• Successful track record in driving pipeline generation through outbound prospecting strategies.
• Experience managing a large client base with relatively short sales cycle.s
• Strategic mindset always focused on the next opportunity to build the sales channel.
• Excellent critical thinking, problem solving, mathematical skills and sound judgment.
• Financial Services and, if possible, correspondent lending experience preferred.
• Strong business acumen and ability to interface with executive management.
• Experience with Encompass a plus.