Description
The position is responsible for building relationships with mortgage brokers and bankers, onboarding them as partners, and maintaining an active sales pipeline. The Account Executive will also be responsible for assisting their potential partners to complete broker loan approval documents and assist active partners in understanding and completing conditions during loan approval process.
Job Duties:
- A subject matter expert, knowledgeable in all Acra products and programs, basic eligibility parameters and pricing.
- Develop and execute an effective prospecting plan for bringing new mortgage brokers/bankers onboard.
- Win business by developing deep network relationships with new and existing accounts.
- Submit accurate and complete documentation for all broker and loan approvals.
- Maintain an up-to-date sales pipeline.
- Create a consistent and timely plan for nurturing current business, new business and following up on leads when provided.
- Following up with current and new partners on loan scenarios and program questions/inquiries in a timely manner.
- Visit current and potential broker partners on a weekly basis to perform product presentations, review loan scenarios and deepen the customer relationship.
- Maintain production levels as illustrated in the “Minimum Sales Expectations” document.
- Keep accurate records and current data in all company provided systems. This includes responding to emails, maintaining current and accurate timecard data as well as proper use of Sale specific systems like Salesforce, Glide etc.
- Other duties as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Must be comfortable on the phone; cold calling, troubleshooting and answering product questions in a timely manner.
- Knowledge and understanding of Microsoft Office products; Word, Excel, Outlook, PowerPoint, etc.
- Experienced in closing sales and contract negotiation.
- Experienced in generating sales strategies with an ability to analyze sales performance.
- Proficient in Salesforce.
Education and/or Experience
- 5 years of Sales experience is required.
- Mortgage/Real Estate experience is strongly preferred.
- Current and non-restrictive driver’s license and local State required car insurance.
- Four-year bachelor’s degree from an accredited institution with focus on finance, real estate, marketing, sales or equivalent preferred but not required.
