BPL Account Executive Inside Sales

Summary

The Fay Group, including Genstone Financial, provides integrated real estate and mortgage services and business-purpose lending solutions. The BPL Account Executive Inside Sales role originates investor-focused business-purpose loans, manages a pipeline of opportunities, engages potential borrowers in a call center environment, and explains loan products while maintaining regulatory compliance.

Responsibilities

• Reporting to Originations Leadership, this position is responsible for proactively originating new Business Purpose Loans (BPL) and overseeing investor-focused loan opportunities including DSCR Rental Loans, Bridge Loans, Fix & Flip Financing and other business-purpose lending products to meet loan quality and production goals. This role operates in a fast-paced call center environment and leverages customer contact software to engage with potential borrowers, assess their financial needs and educate them on available mortgage solutions
• This role works with leads provided by Genstone Financial, strategic referral partners, real estate investors, brokers, and self-generated business to build and maintain a strong pipeline of business-purpose lending opportunities. This position explains loan product structures to potential borrowers, maintaining compliance with all federal, state and company policies

Skills

• High School Diploma/ GED required
• 2+ years of business purpose mortgage lending experience with proven ability to generate business and manage a sales pipeline
• 1+ years of call center experience
• Experience with DSCR, Bridge, Fix & Flip and Private Lending products
• Demonstrated ability to multi-task, self-manage and self-motivate to drive new business
• Prior experience working with Loan Origination Systems (LOS), CRM platforms and sales technology
• Solid skills and experience in MS Word, Excel and Outlook
• Strong verbal and written communication skills
• Strong interpersonal and relationship building skills
• Strong analytical skills
• Solid decision-making abilities coupled with sound judgment
• Strong time management skills
• Ability to prioritize numerous tasks and manage shifting priorities
• Client focused with strong execution skills and results orientation
• High-level of precision with attention to detail and consistency
• Flexible, open to change, ability to learn new things quickly
• Ability to work in a collaborative environment and provide guidance for working groups
• Bachelor's Degree in Business or Finance preferred
• Active NMLS license preferred
• Established relationships with real estate investors, Realtors®, wholesalers, builders, mortgage brokers, or other referral partners highly preferred

Qualifications

Must Haves

• High School Diploma/ GED required
• 2+ years of business purpose mortgage lending experience with proven ability to generate business and manage a sales pipeline
• 1+ years of call center experience
• Experience with DSCR, Bridge, Fix & Flip and Private Lending products
• Demonstrated ability to multi-task, self-manage and self-motivate to drive new business
• Prior experience working with Loan Origination Systems (LOS), CRM platforms and sales technology
• Solid skills and experience in MS Word, Excel and Outlook
• Strong verbal and written communication skills
• Strong interpersonal and relationship building skills
• Strong analytical skills
• Solid decision-making abilities coupled with sound judgment
• Strong time management skills
• Ability to prioritize numerous tasks and manage shifting priorities
• Client focused with strong execution skills and results orientation
• High-level of precision with attention to detail and consistency
• Flexible, open to change, ability to learn new things quickly
• Ability to work in a collaborative environment and provide guidance for working groups

Nice to Haves

• Bachelor's Degree in Business or Finance preferred
• Active NMLS license preferred
• Established relationships with real estate investors, Realtors®, wholesalers, builders, mortgage brokers, or other referral partners highly preferred

Benefits

• Medical, Dental and Vision Insurance
• Company Paid Life Insurance
• Disability Insurance
• Pet Insurance
• 401k Program with Employer Matching
• 3 Weeks Paid Time Off (PTO)
• Paid Holidays
• Wellness Initiatives
• Employee Assistance Program
• Eligible for Hybrid Work Schedule with Remote Flex Days
• This position is eligible for an additional monthly incentive