Alliance Portfolio. · 1 month ago
FULL TIME IN-OFFICE WHOLESALE MORTGAGE SALES REP
Aliso Viejo, CA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $200K/yr
2+ years expAlliance Portfolio is seeking a Wholesale Mortgage Sales Representative to develop and maintain relationships with mortgage brokers to generate business referrals. This role involves communicating the company's business model, loan products, and pricing to prospective and existing mortgage brokers.
FinanceFinancial ServicesLending
Responsibilities
Relationship Building: Establish and nurture strong relationships with mortgage brokers and realtors to secure loan referrals. Maintain regular communication with brokers, addressing their needs and ensuring a smooth loan process
Sales and Business Development: Demonstrate clarity of Alliance Portfolio loan products, pricing, and underwriting guidelines while actively seeking new business opportunities. Issue loan commitments and assist loan processing staff in collecting all necessary loan documents
Customer Service: Provide support and service to mortgage brokers and borrowers, serving as a liaison between the mortgage brokers and Alliance Portfolio team
Compliance: Understand and comply with all applicable regulations, policies, and procedures related to private money mortgage lending
Problem Solving: Troubleshoot and assist brokers in resolving loan-related issues and exploring alternative solutions
Performance Monitoring: Manage ownership of data collections and pipeline tracking
Qualification
Required
Two or more years of sales/call center mortgage experience
Effective communication skills including verbal & written
Initiative & Resourcefulness
Ability to manage multiple priorities, strong detail orientation and highly organized
Works with a strong sense of urgency and responsiveness
Proficiency with data entry, PDF software programs, Word, and Excel
Proven ability to work effectively both independently and in a team-based environment
Preferred
Great work ethic and self-motivated
Sense of humor and positive attitude
Trustworthy, confident, and assertive
Cooperative and harmonious
Systematic and decisive
Persistent, consistent, and graceful under pressure
Company
Alliance Portfolio.
Alliance Portfolio is a full service, boutique, private money lender.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Perry
President/CEO
Company data provided by crunchbase