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.

EXPECTATIONS

  • 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

EDUCATION - REQUIRED

  • High School Diploma

EDUCATION - PREFERRED

  • BA - Bachelor of Arts

EXPERIENCE/SKILLS

  • 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.

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Account Executive Sr TPO

Finance Of America Companies Inc.