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[Remote] Wholesale Mortgage Account Executive

Remote · Canada Full-time

Note: The job is a remote job and is open to candidates in USA. Finance of America helps homeowners aged 55 and older access their home equity through reverse mortgage solutions. The Wholesale Mortgage Account Executive sells reverse mortgage products, manages sales opportunities and pipelines, develops territory marketing strategies, originates high-quality loans, and provides superior customer service while meeting production goals.

Responsibilities

  • Sells the loan products offered by the Company by meeting and calling on clients, referral sources, realtors, and business prospects at their homes and places of employment or in other social settings away from any Company office as well as following up on leads from branch and/or home office
  • Manages sales opportunities and develops a marketing strategy for assigned territory
  • Enacts execution of that strategy with support and guidance from the Area Sales Manager (ASM)
  • Demonstrates ability to fund a minimum of 2.5 Reverse Mortgage loans per month
  • Produces high quality loans which meet Reverse Mortgage guidelines while providing superior customer service
  • Solicits Reverse Mortgages from various sources including Community Outreach Programs, attorneys, healthcare organizations, financial professionals, past customers and other related sources
  • Manages personal pipeline production and achieves production goals
  • Resolves problems relating to closing and funding of loans
  • Follows the Company standards for delivery of integrity, client focus, teamwork and respect for each individual in every interaction
  • Exhibits observable sense of urgency in the execution of all job functions and duties
  • Meets or exceeds levels of Customer Service delivery established by the Company
  • Performs other duties as assigned

Skills

  • At least 6 months of experience with Reverse Mortgage Sales
  • Must have excellent written communication and interpersonal skills
  • Must have experience in public speaking and be able to deliver high-impact presentations to large, diverse groups
  • Demonstrated computer proficiency
  • Successful completion of reverse mortgage originator training is required
  • Prior experience working with automated Loan Origination Systems
  • Proficiency with Microsoft Office
  • High School Diploma or GED
  • BA - Bachelor of Arts

Benefits

  • Commission plan
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Paid time-off benefits
  • Flexible spending account
  • 401(k) with employer match
  • ESPP

Company Overview

  • Finance of America offers innovative retirement financing solutions that are reshaping what financial security and flexibility look like for the modern retiree. It was founded in 2013, and is headquartered in Tulsa, Oklahoma, USA, with a workforce of 501-1000 employees. Its website is http://www.financeofamerica.com.
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