BPL Account Executive

Account ExecutiveSalesFull TimeRemoteSeniorTeam 5,001-10,000H1B No SponsorCompany SiteLinkedIn

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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