Job Title: Account Executive
Job Type: Full-time
Work Location: On-site during ramp-up and training with remote flexibility after ramp-up based on performance and business need.
Location: Santa Ana CA
Required Qualifications
- 1 to 2 years of mortgage industry experience (retail correspondent or wholesale)
- 2 years of sales experience
- Strong communication skills and comfort with outbound activity
- Detail oriented and able to thrive in a production-driven environment
- Comfortable working with the microsoft office suite and CRM tools
- Team player with a service-first mindset
Preferred Qualifications
- Wholesale lending experience
- Non-QM experience
- Existing broker relationships or the ability to build a book quickly
Duties
- Prospect and engage potential clients through outbound activity (calls emails and follow-up)
- Track contacts pipeline activity and outreach in the company CRM
- Build and maintain relationships with current and new mortgage brokers
- Maintain sales contact pipeline and other pertinent sales activity reports
- Train brokers on HomeXpress products policies and procedures to ensure loan files are complete and within guidelines
- Work directly with brokers and loan officers on marketing programs that drive production
- Stay current on underwriting guideline and program changes
- Support brokers through the loan process including pre-underwriting and pre-qualifying files as needed
- Provide ongoing service and support to broker partners
Compensation Structure
Your earnings are structured to reward performance and provide consistent financial stability. This role follows a Commission-on-Draw model.
- Standard Monthly Draw: A guaranteed monthly draw of $2929.34 ($35152.08 annualized) is provided against future commissions to ensure steady cash flow.
- Commission Earnings: In addition to the draw you are eligible for uncapped commission earnings based on funded units.
- Supplemental Pay: Further incentives include eligibility for Quarterly Performance Bonuses designed to reward exceptional results and long-term contribution to the team.
- On Target Earnings or OTE are $100000 though it isnt uncommon for successful Account Executives to earn $150000
Health Benefits
We are committed to the well-being of our team members and their families. After 30 days of employment you will have access to:
- Comprehensive Insurance: Choice of premium medical plans including Health Dental and Vision coverage.
- Life Insurance: Employer sponsored life insurance to ensure peace of mind and family security.
- FSA Contribution Account Available
Retirement & Financial Growth
- 401(k) Plan: Access to a 401(k)-retirement savings account to help you build long-term wealth.
- Employer Matching: The company provides a 401(k)-matching contribution significantly accelerating your retirement savings and total compensation.
Work-Life Harmony
- Paid Time Off (PTO): We value rest and rejuvenation. You will receive a competitive PTO accrual plan for vacations personal time and holidays.
Education
- High school or equivalent
Experience
- Sales: 2 years (Required)
- Mortgage: 2 years (Required)
- Non-QM: 2 years (Preferred)
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
Job Title: Account Executive Job Type: Full-timeWork Location: On-site during ramp-up and training with remote flexibility after ramp-up based on performance and business need.Location: Santa Ana CARequired Qualifications1 to 2 years of mortgage industry experience (retail correspondent or wholesale...
Job Title: Account Executive
Job Type: Full-time
Work Location: On-site during ramp-up and training with remote flexibility after ramp-up based on performance and business need.
Location: Santa Ana CA
Required Qualifications
- 1 to 2 years of mortgage industry experience (retail correspondent or wholesale)
- 2 years of sales experience
- Strong communication skills and comfort with outbound activity
- Detail oriented and able to thrive in a production-driven environment
- Comfortable working with the microsoft office suite and CRM tools
- Team player with a service-first mindset
Preferred Qualifications
- Wholesale lending experience
- Non-QM experience
- Existing broker relationships or the ability to build a book quickly
Duties
- Prospect and engage potential clients through outbound activity (calls emails and follow-up)
- Track contacts pipeline activity and outreach in the company CRM
- Build and maintain relationships with current and new mortgage brokers
- Maintain sales contact pipeline and other pertinent sales activity reports
- Train brokers on HomeXpress products policies and procedures to ensure loan files are complete and within guidelines
- Work directly with brokers and loan officers on marketing programs that drive production
- Stay current on underwriting guideline and program changes
- Support brokers through the loan process including pre-underwriting and pre-qualifying files as needed
- Provide ongoing service and support to broker partners
Compensation Structure
Your earnings are structured to reward performance and provide consistent financial stability. This role follows a Commission-on-Draw model.
- Standard Monthly Draw: A guaranteed monthly draw of $2929.34 ($35152.08 annualized) is provided against future commissions to ensure steady cash flow.
- Commission Earnings: In addition to the draw you are eligible for uncapped commission earnings based on funded units.
- Supplemental Pay: Further incentives include eligibility for Quarterly Performance Bonuses designed to reward exceptional results and long-term contribution to the team.
- On Target Earnings or OTE are $100000 though it isnt uncommon for successful Account Executives to earn $150000
Health Benefits
We are committed to the well-being of our team members and their families. After 30 days of employment you will have access to:
- Comprehensive Insurance: Choice of premium medical plans including Health Dental and Vision coverage.
- Life Insurance: Employer sponsored life insurance to ensure peace of mind and family security.
- FSA Contribution Account Available
Retirement & Financial Growth
- 401(k) Plan: Access to a 401(k)-retirement savings account to help you build long-term wealth.
- Employer Matching: The company provides a 401(k)-matching contribution significantly accelerating your retirement savings and total compensation.
Work-Life Harmony
- Paid Time Off (PTO): We value rest and rejuvenation. You will receive a competitive PTO accrual plan for vacations personal time and holidays.
Education
- High school or equivalent
Experience
- Sales: 2 years (Required)
- Mortgage: 2 years (Required)
- Non-QM: 2 years (Preferred)
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
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