Under the supervision of the Correspondent Sales Leader, the Correspondent Account Executive responsibilities include but are not limited to developing and managing a regional correspondent and wholesale sales channel. The primary objective being that of increasing market share (both value and volume) through new and existing partner relationships.
JOB FUNCTIONS AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Examples below:
Identify, solicit, pre-qualify and on-board potential new Correspondent partners with Liberty and PHH
Educate partners on Liberty and PHH services and value propositions to help find solutions to fit their business needs
Travel and spend more than 50% of the time in the field networking with forward and reverse mortgage brokers and lenders
Attend trade shows and other conferences as approved by management to be a brand ambassador for Liberty and PHH
Train banks, credit unions, lenders and brokers on reverse mortgages and on Liberty's processes
Train banks, credit unions and lenders on PHH forward purchase processes
Interact with existing partners to build and maintain strong business relationships
Help partners analyze their business model and add value by assisting them in developing innovative solutions
Utilize company systems to generate reverse applications, purchase funded reverse mortgages, and purchase forward mortgages
Maintain active communication with the secondary and operations teams concerning partner needs
Create increased partner contacts by continuously prospecting for new partners using all available methodologies (e.g. cold-call, in-person, technology based)
Use CRM to track customer interactions and progress to aid in account level reporting to Senior Management
Attend all sales functions as directed by the VP of Wholesale Lending; including but not limited to orientations, trainings, and other sales/strategic meetings
Continually build on existing knowledge of both the reverse and forward lending industries
EDUCATION / EXPERIENCE
To perform this job successfully, an individual must have the following education and/or experience:
High School Diploma/GED or equivalent military equivalent
Minimum three years of recent correspondent sales experience required in the capacity as an Account Executive with a current book of business
Proficiency in MS Office programs, specifically PowerPoint, Word, Excel and Outlook
Experience with use of Encompass, TPO Connect, and Salesforce
TRAINING / LICENSING REQUIREMENTS
Must pass the Company's Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable.
Valid driver license required for client visits. If driving own vehicle (mileage reimbursement), insurance must be current.
Who We Are
Liberty Home Equity Solutions, Inc. (Liberty) is one of the largest and most experienced reverse mortgage lenders in the U.S. For over fifteen years, we've delivered education, home equity solutions, and personal care to over 60,000 senior homeowners and over 1,000 mortgage partners. Headquartered in Rancho Cordova, CA, Liberty provides reverse mortgage solutions including Home Equity Conversion Mortgages (HECM) and proprietary reverse mortgage loans to retail consumers, wholesale, and correspondent partners.
Liberty was recently named one of the Best Mortgage Companies to Work for by National Mortgage News for 2019. When you join Liberty, you join a culture which is Vibrant, Inclusive and Cares for you and your community. Every day, we strive to foster a culture where all our team members are respected, valued and empowered. Liberty employees are passionate about customer service, committed to teamwork and dedicated to success. The atmosphere is fast-paced and challenging and there are plenty of opportunities to grow your career, whether you're pursuing management, learning multiple disciplines and/or becoming a subject matter expert in your field. We believe in empowering our employees to explore new ideas, take initiatives for change, and continuously improve our performance. And, as part of the Liberty family, you'll build long-term relationships in your career here.
Come join the bandwagon!!
Ocwen and its subsidiaries are proud to be equal opportunity workplaces. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know.
Sales and Business Development
Ocwen Financial Corporation