Company Description
Summit Funding, Inc DBA Lead + Wholesale Lending, where innovation meets expertise.
At Lead+, our passion and proficiency in non-QM lending shine through. We leverage deep market insights and innovative approaches to deliver flexible lending solutions that meet diverse needs.
Our commitment extends beyond lending; we're passionate about personal development for mortgage brokers. At our core, we aim to enhance your sales and marketing skills, adding value to your business.
Job Description
Join our team and experience top-tier service levels and turnaround times. Benefit from comprehensive in-house operations support and guidance from a dedicated non-producing sales manager. Our skilled team specializing in Non-QM credit and underwriting ensures prompt, in-house decision-making, and we are flexible with exceptions given compensating factors.
We offer a competitive compensation package that includes a base salary, commission, 401(k), and health benefits. Each Account Executive will have access to a state-of-the-art CRM with mobile accessibility and will benefit from a personalized, innovative mortgage marketing campaign.
Highlights:
- Non-QM Lender Nationwide
- In-house operations staff
- Dedicated non-producing Sales Manager
- Expert Non-QM Credit and Underwriting
- Exceptions made with compensating factors
- Innovated Mortgage Marketing program designed for each Account Executive
- State of the art CRM with Moblie access
- Great compensation with Base Salary, Commissions, 410k, Health Benefits
More than 50% of the time, an Account Executive works “on the road”, engaged in sales activity away from the office or home office. Typical sales activities include meeting with clients or borrowers outside the office to originate loans or conducting promotional activities to support their sales. Tasks done inside an office, over the telephone or via computer do not count towards exempt status. No more than 20% of their time is dedicated to activities not related to outside sales.
Duties include:
- Engage with Client and Prospective Client database through multiple markets including Phone, Email, Direct Marketing, social media tools
- Communicate / Develop relationships with Operations / Fulfillment team members.
- Provide market intelligence.
- Have fluency of industry knowledge and enhance your expertise through training, industry publications, lending bulletins.
- Be a subject matter expert on the Organization’s Lending policies, procedures, products, and technology.
- Conduct group presentations over phone/video to promote the Organization’s Value Proposition and present our process, product, and technology platforms.
- Provide excellent service through disciplined follow-up and guidance to our Broker Partners
- Strong sales skills and knowledge of the mortgage lending business.
- Communicate and work with Account Managers as necessary to ensure desired production results.
- Continue and participate with training brokers and stay in connection with company processes and guidelines.
- Help new brokers with Lead+ approval process to conduct business with Lead+.
- Educate mortgage brokers with loan products, pricing, and point of contact, and be the one who communicates with prospective/existing brokers.
- Speak and correspond with accounts on a daily to ensure their utmost satisfaction.
Depending on experience and location the Account Executive may be classified as outside sales exempt or non-exempt employees and are paid minimum wage plus commissions on the sales closed. Our compensation structure provides you the opportunity to earn based on your performance.
Qualifications
- Recent experience as an Account Executive in Wholesale.
- Proven production history and established broker base.
- Strong knowledge in "non-QM" Paper and 2nd lien programs.
- Excellent networking and negotiation skills.
- Excellent verbal, written, and interpersonal communications skills.
- Must be detail-oriented, organized, and disciplined.
- Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment.
- Ability to work remotely to establish, maintain and grow relationships, face to face if local over the phone, email, or other electronic forums.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Top Skills
What We Do
Summit Funding, Inc. is more than just a mortgage company. We are a group of individuals with a common goal to be our best and encourage all others around us to do the same. Armed with our yes you can mindset, we empower our partners, clients, and employees to achieve new heights both in our industry and beyond. Since founding Summit Funding in 1995, Todd Scrima has built the company to what it is today, a Top 30 Mortgage Lender nationwide with over 80 locations and over 300 loan originators.
We’re on a mission to provide a better experience for those looking to achieve their homeownership goals, from purchasing, refinancing, and everything in between. At Summit, the customer genuinely comes first. Each of our home loan experts dedicates themselves to this mission by providing quality mortgage services, developing deeper personal relationships, and attaining real results. We know we are part of something greater than ourselves and that’s what makes Summit Funding unique in a crowded marketplace.
Summit Funding, Inc. NMLS ID# 3199 (www.nmlsconsumeraccess.org). Licensed by CA Dept of Business Oversight #6072526, CA Bureau of Real Estate #01220358, AZ Lic# 0925837, GA Lic# 39456, Illinois Residential Mortgage Licensee. Equal Housing Opportunity
