Remote Mortgage Account Executive

Summary

Visio Lending is a provider of rental home financing for small- to medium-sized real estate investors. The company is seeking a remote Mortgage Account Executive to originate non-QM investor residential loans through inbound leads, outbound calls, and broker relationship development. The role manages loan prospects and referral sources, guides customers through loan products and processes, and supports sales and funding goals.

Responsibilities

• Working in a remote setting focused on inbound leads to originate loans
• Originating a portfolio of mortgage loans through the identification and development of relationships with realtors, mortgage brokers, and investors
• Managing a pipeline with multiple prospects
• Analyzing potential loan markets and developing referral networks to locate prospects for loans
• Recruiting and managing referral sources:
• Participating in determining how and where referral sources advertise our products
• Participating in establishing processes for the distribution of leads for referral sources
• Identifying and creating new referral lead sources
• Overseeing the processing of referral payments
• Articulating a high level of understanding of real estate investors’ needs, discussing their short- and long-term objectives, including return targets
• Educating and guiding customers on registering on the VFS website and understanding how to utilize the website
• Understanding customer needs and helping them select a loan product that would help them meet their goals
• Working with management to actively project closed loan volume and consistently meet funding goals
• Remaining a front-line contact for customers
• Developing and applying strategy and tools to ensure exceptional customer experience by analyzing recorded phone calls made and received on the VFS phone system
• Exhibiting strong initiative and attention to detail, and possessing the ability to handle multiple tasks effectively
• Working effectively in a collaborative work environment and maintaining a positive attitude
• Engaging in a planned program of self-development and training, ensuring continuing knowledge of products, sales process, and regulatory developments
• Working with management and team members to develop professional, respectful relationships between internal staff

Skills

• Someone with 2 + years of sales experience
• Someone with a High school diploma/GED equivalent
• Someone proficient in the Microsoft Office Suite
• Someone with the ability to use standard office equipment, printer, scanner, copier, fax, telephone, personal computer, and other peripheral devices
• Someone who is a self-starter, highly motivated, goal-oriented, passionate, high-achieving, and hardworking
• Someone with a bachelor's Degree in a related field
• Someone with strong sales abilities within Mortgage Loan Originations
• Someone with the ability to analyze financial information

Qualifications

Must Haves

• Someone with 2 + years of sales experience
• Someone with a High school diploma/GED equivalent
• Someone proficient in the Microsoft Office Suite
• Someone with the ability to use standard office equipment, printer, scanner, copier, fax, telephone, personal computer, and other peripheral devices
• Someone who is a self-starter, highly motivated, goal-oriented, passionate, high-achieving, and hardworking

Nice to Haves

• Someone with a bachelor's Degree in a related field
• Someone with strong sales abilities within Mortgage Loan Originations
• Someone with the ability to analyze financial information

Benefits

• Remote work setting
• Opportunity for promotion from within
• Planned program of self-development and training
• Recognition of individual accomplishments