Note: The job is a remote job and is open to candidates in USA. American Heritage Lending, LLC is seeking an Account Executive to engage with clients and understand their needs in the wholesale mortgage lending space. The role involves qualifying leads, negotiating terms, maintaining client satisfaction, and training brokers on loan processes.
Responsibilities
- Communicate with clients to gather information on budgets, timelines and needs
- Qualify inbound leads and negotiate terms with clients
- Collaborate with decision-makers to identify opportunities and drive sales
- Maintain regular client contact to ensure satisfaction and resolve issues
- Educate and assist new brokers with loan products, pricing and AHL processes
- Train brokers on loan submission, processing, underwriting and closing
- Set expectations with brokers on the loan process and manage performance
- Coordinate with AHL Account Managers and leadership to achieve production goals
- Participate in ongoing broker training and ensure alignment with AHL guidelines
Skills
- Proficient in Microsoft Office (Word, Excel, PowerPoint) and Encompass/LON
- Knowledge of Non-QM products (Bridge, DSCR-Business Purpose, Fix/Flip)
- Ability to conduct and attend web meetings, presentations, trade shows and seminars
- Strong analytical, problem-solving and decision-making skills
- Excellent written and verbal communication skills
- Superior customer service and account management skills
- Strong organizational, multi-tasking and attention to detail abilities
- Ability to work independently and as part of a team
- Budget management and market research experience
- Ability to think critically and meet time-sensitive client needs
- Self-motivated, with strong initiative and the ability to build and maintain relationships
- Bachelor's Degree
- Proven experience as an account executive or similar sales/customer service role
- 1+ years of experience in wholesale mortgage lending sales
Company Overview