W3Global · 2 weeks ago
National Account Executive - Wholesale
Bloomington, MN
Full-time
Onsite
Mid, Senior LevelW3Global is a company focused on the mortgage industry, seeking a National Account Executive to nurture existing client relationships and generate new business opportunities in the wholesale market. The role involves engaging with potential clients, managing loan processes, and collaborating with internal teams to drive growth and ensure compliance.
ConsultingRecruitingStaffing Agency
Responsibilities
Foster and maintain strong relationships with existing non-Agency wholesale clients
Be a point of contact for client inquiries, concerns, and support
Identify and pursue opportunities to expand the client base in the non-Agency wholesale market
Proactively engage with potential clients, presenting the benefits of our mortgage products
Manage the end-to-end loan application process, collaborating with brokers and internal teams
Ensure smooth and efficient transactions, resolving any issues that may arise during the loan process
Stay updated on industry regulations, compliance requirements, and changes in the non-Agency mortgage space
Ensure adherence to industry compliance standards
Maintain state licensing approvals, where needed
Effectively communicate with internal teams, including underwriters and loan processors, to streamline processes
Collaborate with sales and marketing teams to contribute insights for refining strategies
Conduct market analysis to identify trends and opportunities in the non-Agency wholesale sector
Contribute to the development and refinement of strategies for attracting new business
Address and resolve any issues or challenges that may arise during the loan process, ensuring client satisfaction
Actively contribute to the overall success of the company by driving client satisfaction and maximizing business opportunities
Stay adaptable to changing market conditions and proactively seek innovative approaches to enhance service delivery
Qualification
Required
High school diploma, bachelor's degree in finance, business, or a related field preferred
Relevant experience in mortgage sales, particularly in Non-Agency lending, is crucial
Staying updated on market trends and building relationships within the industry are valuable assets for this role
Average monthly funded Non-Agency volume of $2m
Strong communication and negotiation skills
Ability to thrive in a production-driven environment
Knowledge of the mortgage industry regulations
A proven track record in sales is required
Active Broker Connections
Customer service-focused
Detail oriented
Be a team player
Computer/Technology savvy
Benefits
Great compensation package
Attractive benefits plans and paid time off
401(k) w/ company matching
Professional learning and development opportunities
And much more!
Company
W3Global
W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.
Founded in 2006
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Sridhar Venkatesan
CEO
Company data provided by crunchbase