Inside Wholesale Account Executive. jobs in United States
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JBA International · 5 months ago

Inside Wholesale Account Executive.

positionIrving, California, US
timeFull-time
remoteOnsite
seniorityMid Level

JBA International is seeking an Inside Wholesale Account Executive to engage with brokers and promote various loan offerings. The role involves soliciting broker loan submissions, managing relationships, and assisting in closing loans while addressing performance issues as they arise.

ConsultingHealth CareLegalProfessional Services
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Diversity & InclusionbadNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Contact, solicit and make presentations to brokers regarding various loan offerings available through the company
Obtain commitments from brokers to enter broker-wholesale lending arrangements with the company
Solicit broker loan submissions, and with operations, help broker close and fund these loans
Help the broker manage their loan submission and rate lock pull through percentages
Assist prospective financial institutions with completing broker approval packages
Identify and address performance issues as they arise
Complete “contact” reports, customer relationship management data and any other reports or data collection required by the Account Executives’ leader or by the company
Sharing scorecards or other “report cards” that summarize performance trends and identify strengths and opportunities to improve results

Qualification

Business to business sellingMortgage industry knowledgeCold calling techniquesMicrosoft Office proficiencyClient service passionInterpersonal skillsOrganizational skillsWritten communicationVerbal communicationPresentation skills

Required

Direct business to business selling (mortgage industry a plus)
Understand and comply with the rules and regulations associated with real estate transactions and the mortgage process
Well-versed in cold calling techniques and servicing established accounts
Strong interpersonal skills with an extreme passion for client service
Proficiency in the Microsoft Office suite
Organized, disciplined, and accountable for results
Excellent written, verbal and visual/presentation communication skills

Benefits

Medical
Dental
401k

Company

JBA International

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JBA International provides financial, life science, healthcare, legal, and office administration services.
dateFounded in 1988
location
Pasadena, California, USA
people-size201-500 employees
web-link
https://jba.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jacqueline Buickians
Chief Executive Officer
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Company data provided by crunchbase