Quontic · 20 hours ago
Inside Wholesale Account Executive
United States
Full-time
Remote
Entry, Mid Level
$35K/yr - $150K/yr
2+ years expQuontic Bank is a CDFI federally chartered digital community bank focused on empowering its customers financially and serving diverse communities. The Inside Wholesale Account Executive is responsible for developing and maintaining a loan sales pipeline by working directly with mortgage brokers, building relationships, and achieving sales goals while ensuring exceptional customer experiences.
BankingCommunitiesFinancial ServicesFinTechLendingMortgage
Responsibilities
Build relationships with current and new mortgage brokers; Contact and solicit mortgage brokers and bankers regarding Quontic's unique, highly competitive, niche, wholesale mortgage loan programs
Facilitate broker and banker sign-ups into Quontic's broker-wholesale lending program
Proactively seek ways to develop and expand customer relationships in order to contribute to the company's success
Maintain daily workflow prioritization and communication to ensure urgent matters are dealt with and closings occur in a timely manner
Achieve sales and referral goals by developing customer rapport and collaborating with mortgage operations to ensure an exceptional customer experience
Maintain sales contact database and send weekly correspondence on programs and procedures
Revitalize dormant leads through strategic and persistent cold calling efforts, employing effective communication and relationship-building skills to understand client needs and rekindle interest, ultimately driving revenue growth and expanding the customer base
Maintain regular communication with the brokers and inform brokers of changes and enhancements in processes and procedures
Develop marketing ideas and plan for the continued increase in volume
Analyze and prequalify applicants to determine the eligibility of the desired loan program
Effectively explain and communicate the terms of the product to brokers and bankers
Ensure the borrower signs all required documents
Gather all initial documentation based on the selected loan program
Perform special projects, and additional duties and responsibilities as required
Qualification
Required
Associate's degree (or equivalent); OR high school diploma (or equivalent) plus two years of experience in functional area
Working knowledge of Non-QM products
Demonstrated skills and experience within the mortgage market, and with loan origination functions including broker experience using Encompass loan origination software
Demonstrated experience with Microsoft Office 365 and the following technology: HubSpot CRM, Encompass
Proven experience in successfully revitalizing dormant leads through cold calling
Knowledge of underwriting and/or closing procedures and regulations
Willingness to pursue continuing education, certifications, etc. as applicable to advancing in the organization
Analytical and problem-solving skills
Interpersonal and communication skills with the ability to speak confidently
An ability to thrive in a fast-paced environment where priorities change daily, and where employees wear many hats
Detail-oriented with the ability to think 'outside the box' and prioritize tasks and decisions in a timely manner
Self-directed, yet effective working as part of a collaborative team
Responsive and customer-focused with a demonstrated use of professional judgment
Preferred
Prior experience working in a high-volume call center environment (B2B experience preferred)
Benefits
Health, Dental, Vision, & Life Insurance
Financial Wellness Planning & Coaching
Counseling Support Services & Resources
Paid Parental Leave
Pet Insurance
401K Match
Employee Bank Accounts with Quontic
Generous Paid Time Off
Company
Quontic
Quontic is a Member FDIC, digital bank, headquartered in New York City and serving customer across the US.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$13.12MKey Investors
U.S. Department of the Treasury
2021-09-14Grant· $1.82M
2020-03-05Series A· $8M
2019-03-29Series Unknown· $3.3M
Leadership Team
Felix Todd
Chief Technology Officer
Denice Aloi-McConnell
Chief Credit Officer / SVP
Recent News
Business Insider
2025-04-16
Company data provided by crunchbase