Wholesale Account Manager
Bethpage Federal Credit Union - Bethpage, NY

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The wholesale Account Executive must make many sales calls, gain good relationships with those they come in contact with, and meet and exceed projected sales goals. In order to maintain the growth of the wholesale platform and increase our portfolio loan balances it is imperative that the Account Executive establish a professional relationship with the approved mortgage brokers/bankers. The wholesale Account Executive will need strong sales and organizational skills, excellent communication skills and be comfortable analyzing loan scenarios. They must have a thorough knowledge of the mortgage industry and should be able to question clients about their needs and then work to meet those needs. The Account Executive should maintain high levels of professionalism and ethics and will report directly to the VP of Residential Lending.

Develop and maintain relationships with the current approved mortgage bankers and brokers and generate loans and expand membership. Exceed sales goals by training current and potential accounts; effectively communicate mortgage programs and guidelines; analyze and verify applications to determine creditworthiness; maintain that accounts properly submit and structure loans to meet Bethpage loan submission guidelines; assist in the clearance of mortgage loan pipeline. Acts as a liaison between Bethpage and the mortgage banker/broker throughout all phases of the loan process. Maintains sales contact, pipeline and other pertinent sales activity reports.

Develop and execute budget & business plans for Mortgages Sales Initiatives meeting and exceeding goal expectations. Perform monthly SWOT reports to manage Bethpage competitiveness within the market place and effectiveness of the plan. Work on projects as required assisting manager in setting strategy for originations to become an income producing division of the credit union. Provide staff development for other areas with respect to the launch of new products and services

Bethpage Federal Credit Union - 12 months ago - save job
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