Wholesale Account Executive

Company: Citizens
Location: Beaverton
Posted on: May 6, 2022

Job Description:

Description
Franklin American Mortgage is now part of Citizens Bank, N.A. -By joining forces with Citizens Bank and complementing each other's strengths, we'll improve the breadth and depth of our capabilities. We strive to find talented, service-oriented professionals committed to excellence to join our customer-centric culture built around helping your customers and your community.

Please note that effective August 1, 2018, Franklin American Mortgage Company is owned and operated by Citizens Bank, N.A. -Therefore, the individual hired to fill this role will be an employee of Citizens Bank.

Responsibilities

The Account Executive develops prospective accounts, maintaining loan production from active accounts, and identifying and soliciting prospective accounts within their defined territory. -Additionally, this position provides exceptional service and training for current and prospective accounts.

Primary responsibilities include:

Monitoring pipeline performance daily, including tracking monthly volume, fall out, and loan quality.

Maintaining familiarity with regulatory and industry standards and requirements, including attending educational and industry seminars.

Assisting in development of marketing materials; distribute materials to existing and prospective account base.

Maintaining daily contact with account base to provide training, review performance and solicit new business.

Interviewing prospective accounts, conducting on-site inspections of prospective accounts' premises, and reviewing necessary information required for account approval.

Maintaining up-to-date database with accounts' information.

Qualifications

Strong sales skills required with a history of past success, recent mortgage wholesale sales experience preferred

Mortgage related experience required

Excellent presentation skills for both small and large audience.

Strong analysis and judgment skills.

Resourcefulness and excellent problem-solving skills.

Outstanding communication, both written and verbal.

Detail orientation with strong organizational and follow-through skills.

Ability to prospect new business effectively.

The desire and ability to build and grow strong interpersonal and business relationships.

Proactive and self-motivated.

Hours & Work Schedule

This is a commission-based position. You set your schedule to facilitate the professional needs of your job.

Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Keywords: Citizens, Beaverton , Wholesale Account Executive, Other , Beaverton, Oregon