The Centralized Account Executives markets wholesale and correspondent products and services to prospective brokers/bankers through leads and centralized telemarketing channels.
The Centralized Account Exec-DTB manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.
Formulate and establish funding projections/goals in conjunction with Wholesale leadership.
Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process through inbound and outbound calls.
Use company provided leads and marketing resources to meet minimum volume goals.
Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list.
Conducts online presentations at broker offices to promote the Company’s Value Proposition and present our process, product and technology platforms.
Serves as subject matter expert on company policies, procedures, products and technology.
Collaborates with loan operations team to manage active pipeline.
Escalates second reviews to appropriate Operations/Underwriting leadership.
Establishes communication protocol with Client Relations Managers to optimize service delivery.
Assists clients with lock reconciliation, extensions and exceptions.
Ensures that clients understand the Company’s loan processing, underwriting and closing processes.

Graduation from a 4-year college or university with major coursework in a related discipline; Equivalent job/education experience will be considered.
4+ years of experience in sales and/or real estate.
2+ years of mortgage sales, including Government and Conventional products, i.e.: FHA, VA, FNMA, and FHLMC and related guidelines.
Knowledge of local real estate market
Working knowledge of investor guidelines, underwriting policies and loan products.

Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
Adoption Assistance
Tuition & Certification reimbursement
Employee Mortgage Loan Program
The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
Company-paid Volunteer Time Off day
Matching Gifts Program
dollar-for-dollar up to $1,000
Access to grants, nonprofit resources, and volunteer opportunities

Account Executive

Key skills