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Account Executive

Date: Apr 11, 2021

Location: Atlanta, GA, US, 30328

Company: United Bank

Job Description

Wholesales / Correspondent Account Executive for Crescent Mortgage Company (CMC) responsibilities include but are not limited to developing and managing a regional territory. The primary objective being that of increasing market share (both value and volume) through new and existing partner relationships.

JOB FUNCTIONS AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Identify, solicit, pre-qualify and on-board potential new lending partners with CMC
  • Educate partners on CMC services and value propositions to help find solutions to fit their business needs
  • Travel and spend more than 50% of the time in the field networking with banks, credit unions, and mortgage brokers / lenders
  • Attend trade shows and other conferences as approved by management to be a brand ambassador for CMC
  • Train banks, credit unions, and lenders / brokers on CMC processes
  • Interact with existing partners to build and maintain strong business relationships
  • Help partners analyze their business model and add value by assisting them in developing innovative solutions
  • Maintain active communication with the secondary and operations teams at CMC concerning partner needs
  • Create increased partner contacts by continuously prospecting for new partners using all available methodologies (e.g. cold-call, in-person, technology based)
  • Maintain customer interactions and progress to aid in account level reporting to Senior Management
  • Attend all sales functions as directed by the CMC Management; including but not limited to orientations, trainings, and other sales/strategic meetings
  • Continually build on existing knowledge of the mortgage lending industries
  • Become proficient in the ongoing use of proprietary and industry software used by CMC

To perform this job successfully, an individual must have the following education and/or experience:

  • High School Diploma/GED or equivalent military equivalent
  • Minimum two years of wholesale / correspondent sales experience required in the capacity as an Account Executive or similar related mortgage experience
  • Proficiency in MS Office programs, specifically PowerPoint, Word, Excel and Outlook
  • Must pass the Company’s Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable.
  • Valid driver license required for client visits. If driving own vehicle (mileage reimbursement), insurance must be current
Company Profile

With over 180 years of experience, United Bank is one of the region’s premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with nearly $20 billion in assets.

At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work.

United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.

Nearest Major Market: Atlanta

Job Segment: Bank, Banking, Mortgage, Account Executive, Finance, Sales