CrossCountry Mortgage, LLC
NMLS3029
BPL Account Executive
Location
United States
Posted
154 days ago
Salary
$55K / year
Seniority
Senior
Bachelor Degree3 yrs expEnglish
Job Description
• Originating business directly from real estate investors, CrossCountry Mortgage Loan Officers, wholesale brokers, other business sources, referral partners, builders, fix and flip operators, and owners of residential rental properties.
• Managing an assigned territory by sourcing new clients, conducting training sessions, and serving as a visible product expert within the market area.
• Assisting CrossCountry Mortgage branches, brokers, and investors with product and pricing-related inquiries.
• Assisting clients with submitting applications through the online portal.
• Developing and maintaining partnerships with the CrossCountry Mortgage retail branch network, direct real estate brokers, mortgage brokers, Loan Originators, and large real estate investors.
• Fostering trust-based relationships, educating borrowers on loan products, and gaining a clear understanding of clients’ needs and goals.
• Performing at a high level in a collaborative remote environment by facilitating the loan application process, overcoming objections, and educating clients.
• Collecting relevant client information to support online application submission.
• Managing a lead database within the CRM system.
Job Requirements
- Bachelor’s degree, preferred.
- NMLS license, preferred.
- 3+ years of experience in commercial/residential mortgage lending or equivalent related experience.
- Experience in business-to-business (B2B) sales with an emphasis on client relationship development and retention.
- Experience taking initiative and working independently while contributing effectively in collaborative team environments.
- Familiarity with all applicable regulatory requirements, including AML, OFAC, and Fair Lending.
- Excellent organizational and time management skills to effectively balance competing priorities and consistently meet deadlines.
- Skilled in presenting information clearly while effectively overcoming objections.
- Skilled at leveraging web-based tools and databases for efficient information gathering.
- Excellent customer service, negotiation, and problem-solving skills.
- Excellent communication skills.
- Advanced proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, Outlook).
- Advanced proficiency in Salesforce.
Benefits
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
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