Account Executive

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

Qualifications

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