Account Executive - Wholesale Channel

March 15

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Key Mortgage Services

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Key Mortgage Services is a financial company specializing in mortgage solutions, offering assistance for buying or refinancing homes. They provide an array of resources including loan applications, calculators, and expert loan officers to guide clients through the mortgage process. With a focus on transparency and support, Key Mortgage Services aims to make the mortgage experience clearer and more accessible for potential homeowners.

Home Purchase Financing • Condominium Financing • First Time Homebuyer Programs • 203(k) and Rehab Lending • Jumbo Lending to $3 million

51 - 200 employees

Founded 1988

💸 Finance

💳 Fintech

🏠 Real Estate

📋 Description

• Job Summary • The Account Executive provides exceptional leadership and expert guidance in building and strengthening relationships with partner financial institutions and their key personnel, ensuring success for all stakeholders. • They will be responsible for driving growth and expanding the Wholesale Lending Division. • This position requires a strategic thinker with a deep understanding of the mortgage market, financial services industry, exceptional networking skills and the ability to cultivate strong relationships. • The focus of this role is to assist financial institutions in enhancing mortgage lending capabilities through a proactive and consultative approach, building and increasing volume, ensuring retention and satisfaction, and identifying, developing and presenting solutions and strategies. • There will be some travel required for this role. • Essential Duties and Responsibilities • Business Development: • Develop and implement a comprehensive business development strategy to achieve sales targets. • Analyze market trends, financial institution needs and competition to identify opportunities for new leads and growth for existing partner financial institutions. • Develops and builds strong relationships with key stakeholders at financial institutions. • Establishing strategic partnerships with other industry leaders to expand market reach. • Attends industry conferences, trade shows and local networking events to promote Key Mortgage Wholesale Lending Division. • Enhance Key Mortgage’s brand image and awareness through marketing campaigns, public relations and social media engagement. • Relationship Management • Serves as the primary contact for the key stakeholders at partner financial institutions, providing expert guidance that will continually improve adoption while ensuring retention and satisfaction with the relationship. • Facilitates the implementation, onboarding, and training of new partners in collaboration with the assigned partner mortgage loan originator. • Proactively works with key stakeholders at partner financial institutions to establish critical goals, develop action plans and present solutions and tools that empower them to increase mortgage opportunities. • Performs continuous, regular assessments with partner financial institutions and provides scorecards and performance evaluations to those institutions. • Coordinates and provides ongoing formal training sessions to partner financial institutions. • Follows up on Key Mortgage announcements to ensure partner credit unions are up-to-date on the most recent information and best practices. • Sales Management: • Manage and lead Wholesale Channel loan origination team, providing guidance, training and support to ensure they meet their sales targets and provide the partner financial institutions and their clients with a high level of service. • Track and analyze the performance of the wholesale loan origination team. • Adjust strategies as necessary to optimize performance. • Ensure that the wholesale loan origination team is held responsible for achieving sales objectives and actively participating in regular sales activities with their designated partner financial institution. • Collaborates with departments to resolve any transnational issues to meet the needs of the partner financial institutions and their clients. • Ensure that all sales activities between the partner mortgage loan originator and partner financial institution comply with federal, state and company policies and procedures.

🎯 Requirements

• Minimum of 3-5 years in wholesale sales management • Experience working in/with banks and credit unions highly preferred • Demonstrated expertise in coaching and training • Strong presentation abilities • Background in B2B relationship management • Exceptional customer service skills • Experience in structuring loans • Bachelor's degree or equivalent professional experience • Outstanding organizational skills • Excellent written and verbal communication skills • Strong proficiency in Google Workspace is highly preferred

🏖️ Benefits

• PTO • VTO • Medical • Dental • Vision • 401k matching