SUMMARY:
Build and maintain long-term relationships and partnerships with Mortgage Brokers and Non-Delegated Correspondents (NDCs) while encouraging and influencing them to deliver loans to VIP TPO.
ESSENTIAL JOB FUNCTIONS:
-
Improve customer service relationships by tracking Broker and NDC contacts in VIP's Customer Relationship Management tool (CRM).
-
Maintain, review, and monitor sales contact information, pipeline reports and other pertinent sales activity reports to improve relationships with customers.
-
Train and educate Brokers and NDCs on programs, products, policies & procedures to ensure all loan files are complete and within VIP guidelines.
-
Add value to client relationship by providing additional ancillary services available at VIP, such as assisting in marketing material, to generate additional business.
-
Remain knowledgeable of underwriting guideline and program changes to satisfy customer's needs for VIP's products and services.
-
Be knowledgeable and available to pre-underwrite/pre-qualify loan scenarios.
-
Provide on-going customer service and support to Brokers and NDCs by visiting regularly, to maintain and build professional and personal relationships.
-
Utilize business development skills to establish new business.
-
Communicate well verbally and in writing with co-workers and customers, acting as liaison between customers and VIP's internal departments to ensure cohesive business flow.
QUALIFICATIONS:
-
High school diploma or equivalent, required.
-
Minimum 5 years' experience in Wholesale Mortgage and/or Non-Delegated lending experience.
-
Proven success as an Account Executive or Relationship Manager.
-
Excellent communication and relationship building skills.
-
Existing Client base (preferred).
-
Detail oriented.
-
Ability to thrive in a production driven environment.
-
Be a team player.
-
Computer/Technology savvy.
OFFICE ENVIRONMENT
-
Fully remote position
-
Monday through Friday