Account Executive – Third Party Mortgage Origination
About Gershman Mortgage
Communities, families, and homes are at the heart of what we do at Gershman Mortgage. Our founding principles are based on the core values of honesty, integrity, the entrepreneurial spirit, and putting our customers first. We are passionate and committed to customer service and strive to ensure that we exceed the expectations of our customers. We are a customer-centric company devoted to creating and maintaining long-lasting relationships.
About the Position
The Account Executive is responsible for locating, signing up, training, and soliciting mortgage loans from mortgage brokers, mortgage bankers, banks, and credit unions.
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 essential functions.
Essential Functions
- Develops, builds, and maintains long-term relationships with brokers, banks, and credit unions
- Makes routine sales calls on wholesale/correspondent customer base to continually solicit loan volume and maintain a strong pipeline
- Ensures successful onboarding of new business relationships
- Obtains all required loan documents and financial statements from prospective brokers, banks, and credit unions and sends to have customer approval
- Works closely with processing and underwriting to ensure fast turnaround time and quality of underwriting of customers’ loans
- Works closely with mortgage closers to ensure smooth, accurate, and high-quality loan closings
- Continually monitors the performance of accounts in pipeline and provides expert customer service
Competencies
- Knowledge of mortgage processing, underwriting, and closing procedures
- Knowledge of mortgage loan regulatory requirements, residential products, and functions
- Desire to maximize personal productivity through attention to detail, self-motivation, and adaptability to achieve personal business plan goals
- Actively participate in opportunities to expand knowledge, influencing, and interpersonal skills through continuing educational opportunities
Education and Experience
- Associates degree or equivalent experience in residential mortgage sales preferred
- 2 years of residential mortgage experience
- Established relationships with local referral networks
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, scanners, and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms. The employee is occasionally required to sit, climb, balance, stoop, kneel, crouch, or crawl. The employee must frequently lift and move up to 10 pounds and occasionally lift and move objects up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
AAP/EEO Statement
Gershman Mortgage is an Equal Opportunity/Affirmative Action employer. Gershman’s continuing policy is to afford Equal Employment Opportunity to qualified individuals regardless of their race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history, or genetic information, political affiliation, military service, or other non-merit-based factors. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, training, and career development programs, and all other terms and conditions of employment as provided by law.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.