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Senior Lending Executive - Remote

Company: AppleOne
Location: San Diego
Posted on: March 18, 2023

Job Description:

SUMMARY The Senior Lending Executive develops and maintains business relationships with clients that originate mortgage loan products. The Senior Lending Executive serves as the primary point of contact for all business transactions with AFR---s Wholesale Department, inclusive of both brokered and correspondent relationships. The Account Executive is also responsible for the prospecting, approval process, and ongoing relationship for their respective client base. RESPONSIBILITIES ? Monitor loan pipeline performance on a daily basis, including tracking monthly volume, client attrition and loan quality; ? Maintain familiarity with regulatory and industry standards and requirements, including attending educational and industry seminars; ? Utilize and distribute marketing materials to existing and prospective client accounts; ? Maintain daily contact and communication with all clients through phone calls, emails and other approved channels; ? Track all pertinent information for client accounts; ? Interview prospective clients; ? Act as liaison between wholesale clients and loan operations department; ? Attend weekly sales meetings; ? Identify new business opportunities; ? Maintain strong knowledge of loan products offered by AFR; ? Train approved clients on how to properly submit loans which meet AFR guidelines; ? Meet sales goals; ? Other duties as assigned. ? When tasked, mentor new Account Executives. This entails answering their questions and listen/provide feedback on client calls. TRAVEL REQUIREMENTS Travel is required 2- 5% of the time. REQUIRED EDUCATION & EXPERIENCE High School Diploma or GED. Candidate must have a proven track record of sales experience and maintaining positive customer relationships. Candidate must possess strong communication skills and strong knowledge of Ellie Mae Encompass 360, as well as other loan related software programs. PREFERRED EDUCATION & EXPERIENCE The ideal candidate will have at least 3 years of experience in wholesale mortgage lending sales with extensive knowledge of FHA, VA, USDA and conventional loan programs. A Bachelor---s Degree is also preferred. AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws. For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. If you believe you need a reasonable accommodation due to a disability or health condition in order to search for a job opening or to apply for a position, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.


High School

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Keywords: AppleOne, San Diego , Senior Lending Executive - Remote, Other , San Diego, California

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