We are seeking a Mortgage Account Executive to work in a remote setting, focusing on outbound calls and/or inbound leads, and establishing broker relationships to originate non-QM investor residential loans. As a Mortgage Account Executive with Visio, you will contribute to the Sales Department by working in a remote setting focused on inbound leads to originate loans. You will originate a portfolio of mortgage loans through the identification and development of relationships with realtors, mortgage brokers, and investors, managing a pipeline with multiple prospects. Your role will involve analyzing potential loan markets and developing referral networks to locate prospects for loans, recruiting and managing referral sources, and participating in determining how and where referral sources advertise our products. You will also oversee the processing of referral payments and articulate a high level of understanding of real estate investors’ needs, discussing their short- and long-term objectives, including return targets. Additionally, you will educate and guide customers on registering on the VFS website and understanding how to utilize the website, while understanding customer needs and helping them select a loan product that would help them meet their goals. You will work with management to actively project closed loan volume and consistently meet funding goals, remaining a front-line contact for customers. Developing and applying strategy and tools to ensure exceptional customer experience by analyzing recorded phone calls made and received on the VFS phone system will also be part of your responsibilities. You will need to exhibit strong initiative and attention to detail, and possess the ability to handle multiple tasks effectively while working effectively in a collaborative work environment and maintaining a positive attitude. Engaging in a planned program of self-development and training, ensuring continuing knowledge of products, sales process, and regulatory developments, and working with management and team members to develop professional, respectful relationships between internal staff are also key aspects of this position.
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Job Type
Full-time
Education Level
High school or GED
Number of Employees
101-250 employees