Account Executive Sr TPO

Finance Of America Companies Inc. Fort Lauderdale , FL 33301

Posted 2 months ago

The TPO Account Executive (AE) is responsible for marketing and selling all of Finance of America Mortgage financial products and services to Wholesale broker clients and Non Delegated Correspondent Bankers. Account Executives will be tasked with building and maintaining a strong relationship with covered clients and inside FAM Operations. They will be responsible to prospect and develop new accounts. While primarily assigned to a specific territory, the AE can solicit national business from their clients. The AE can develop new accounts where they have existing relationships outside of their assigned territory with their Sales Manager's approval.


  • Exceeds established sales goals and minimum standards

  • Works with the client and FAM operations/fulfillment to facilitate processes that are customer centric

  • Contacts branch management to implement "on boarding" process for new clients

  • Trains new loan officers and companies through our broker approval process

  • Works with the assigned CSR with reports on sales activities, market information, status of client base and other information including but not limited to pipeline management insuring efficiency and customer fulfillment

  • Attends sales, trade shows and official FAM meetings as required

  • Performs other duties as assigned


  • High School Diploma


  • BA - Bachelor of Arts


  • 4+ years of industry experience - TPO/NDC Account Executive is a must

  • Excellent oral and written communication skills

  • High level of demonstrated customer service, and time management skills

  • To perform this job successfully, an individual should have knowledge of Microsoft Office applications

  • Ability to read and interpret documents such as underwriting guideline matrix, lender's instructions, trust agreements, purchase contracts

  • Ability to write routine reports and correspondence

  • Ability to understand and apply market intelligence to sales strategy

  • Highly self-motivated and constantly driving for improvement

  • Ability to communicate and network at all levels of an organization

  • Ability to use technology and analysis tools (Excel, Outlook, web, CRM databases)

  • Confident, presentable and professional

Additional Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Major Account Executive

Foundation Capital

Posted 1 week ago

VIEW JOBS 6/17/2022 12:00:00 AM 2022-09-15T00:00 About ForgeRock: In today's highly connected digital world, understanding, managing and securing the identity of individuals and things is essential to safety and success of both businesses and their customers. Billions of people connect from anywhere, use a wide variety of devices and expect a seamless yet secure experience. The ForgeRock mission is to provide the most simple and comprehensive Identity and Access Management Platform to help our customers deepen their relationships with their consumers and improve the productivity and connectivity of their employees and partners. Our identity solution enables great digital experiences and is embedded with a rich set of security, privacy and consent features. We deliver our platform through both cloud services and on-premises software. Our customers are some of the biggest companies, organizations, and even countries in the world. On any given day, it's likely that the ForgeRock Identity Platform helped keep your data safe, gave you access to stuff, and supported trusted relationships between you, companies and the devices you were using. ForgeRock is headquartered in San Francisco, but we are a global company with offices in the following cities: Vancouver, WA; Austin, TX; Bristol, UK; Grenoble FR; Oslo NO; and Singapore. Please read more about us at or follow ForgeRock on Twitter at The Role: Reporting to the local Regional Vice President, this is a strategic sales role as we accelerate our growth at this crucial stage in our company's development. You will be tasked with driving sales within your sector, working within a quarterly cycle. ForgeRock's growth now requires repeatable success. You will have evidence of solution selling and success in building extraordinary customer relationships and role modelling your behaviours within a team. The ability to leverage the partner community, architect solutions, and reach into a well-established network will position you for future success. In order to acquire, retain and extend customer relationships, you will be a high performer who uses data, previous experience and current feedback to finesse your approach. Focused on the work needed to be done, and culturally conscious of the way to do the work, you will be constantly aware of the true measurements of success. Your mindset should be passionate, authentic, and hungry, with a natural ability to find the best opportunities and to drive them to a successful conclusion. Responsibilities: Business Management: Position ForgeRock as the company of choice for Identity & Access Management within the Public Sector. Creates, implements, measures and reviews a personal plan that drives achievement of performance goals aligned to the Regional sales strategy Position and articulate ForgeRock's value proposition to strategic sector customers, with a view to driving business value to these customers and therefore maximizing the business opportunity for ForgeRock Be "the" visible contact point for the relevant customers in the Public Sector, within ForgeRock Ability to work remotely of the main ForgeRock Hubs and to engage the relevant support functions/management for customer interactions Negotiate and close Strategic and complex enterprise contracts with the support of global partners Develops accounts utilizing a value selling approach and account planning Reports on sales activity and forecasts to senior management Prepares indicative subscription pricing and customer offers, including reviewing broader opportunities such as training and professional services modules, and guides Request for Proposal responses Identifies and pursues opportunities to expand business activities within areas of responsibility Plans and controls the expense associated with area of responsibility even if not responsible for overall cost center Establishes working relationships with external parties which support the achievement of business goals Complies with all relevant systems and procedures Provides customer feedback to marketing, customer success, product management, and engineering teams Coaches/mentors new team members as requested by the RVP Resource Management: Accurately forecasts and achieves sales targets Identifies and allocates appropriate resources to opportunities Utilizes partner network pro-actively Works collaboratively to acquire additional/specialist resources, including legal, finance and marketing Customer Management: Has established sector-related C level contacts Has a clear understanding related to the specific rules & regulations, of the market and understands how to orchestrate success within this framework Builds relationships with customers (internal or external) as necessary - previous executive engagement and network is key to the success of this role Knowledge of other Enterprise segments is a plus, as the person might cover some private customers across the East region Builds relationships with customers (internal or external) as necessary - previous executive engagement and network is key to the success of this role Required Skills & Qualifications: Successful record dealing with strategic buyers Expertise in technology sales, preferably software Results-oriented with multiple years meeting or exceeding quota within the market Sustainable record of signing strategic and large projects of €1M, with long and complex sales cycles Has worked in an International matrixed organisation with related language skills At least 10 years in solution sales with access to the relevant C Level contacts Deep knowledge of the relevant key drivers of change in the industry. Understanding of the security/Identity market a plus Partner knowledge: Working with partners/SI's to sell with/sell through the solution Trained in Value Selling and account planning Methodologies. Life at ForgeRock: We believe in and facilitate a flexible, collaborative work environment. We're growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that's who we want to succeed with every day. Here are just a few of the things that make ForgeRock special: A company culture that empowers you to do your best work. Employee Resource Groups that create a sense of belonging for everyone. Regular company and team bonding events. Competitive benefits and perks. Recognition programs that reward employees with meaningful experiences. Global volunteering and community initiatives ForgeRock is the collective sum of all our individual experiences, backgrounds and influences and we pride ourselves in growing and learning together. We are committed to building an inclusive and diverse environment where everyone's individuality is respected and everyone has an Identity. In recruiting for new colleagues, we welcome the unique contributions you can bring and encourage you to be your best self. We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Apply for this job Careers Powered by VentureLoop - Portfolio Company Sign In Foundation Capital fort lauderdale FL

Account Executive Sr TPO

Finance Of America Companies Inc.