Developing a solid call script and follow up methods
Making a minimum number of outbound calls each day, accompanied by quality conversations
Generate new broker applications
Listen attentively to the needs of broker partners and work with the Sr. Account Executive to provide solutions
Work with the Sr. Account Executive to generate new business and create revenue
Make daily outbound calls to develop new accounts and follow up
Adhere to training plan and meet minimum performance metric goals for the first year
Remain up-to-date with regulatory industry standards and requirements
Provide daily and weekly updates to the Sr. Account Executive
Recommend additional products/programs/functionality that would assist in the growth and/or profitability of the Wholesale Lending Channel

Self-Starter, able to generate new and fresh ways to prospect new business
Willingness and ability to learn and develop an understanding of mortgage loan processing, underwriting, and closing procedures
Technology savvy, quick to learn new computer software
Excellent interpersonal and relationship development skills
Ability to work well independently, in a fast-paced environment
Exhibit confidence and empathy when dealing with current and potential customers
Accurately represent Deephaven Mortgage and our wholesale team’s capabilities and strengths
Ability to resolve conflict while conducting yourself in a professional manner regardless of the situation
Team player committed to excellence, working hard, and having fun

Flexible Time to Recharge – Personalized Time Off for What Matters (because rest isn't one-size fits all)
Future Finance Focused – Generous employer-matched 401(k) plan
Community Connect – Philanthropy Committee that creates charitable initiatives
Health from Day One – Comprehensive health insurance starting on day one of employment
Family Matters – Competitive maternity and paternity leave
Culture & Celebrations – Culture Committee with team-building events and celebrations
Ideas Welcome – Encouraging thought leadership and innovation
Guidance & Growth – Mentorship opportunities for career development
Perk Up – Exclusive discounts on travel, tech, pets, legal, and more

Junior Account Executive

Key skills