Senior Account Executive, Correspondent Lending

Overview

Spring EQ was founded to help homeowners unlock the value of their home by providing visibility to its worth and provide quick access to that equity.  By surrounding ourselves with some of the brightest, hard-working minds in the industry, we constantly improve the loan experience for our customers.

 At Spring EQ, we;

• Strive to make every customer interaction a great one 
• Recognize behind every loan is a person or family trusting us to handle what may be a once in a lifetime transaction 
• Work hard and have fun to get the job done 
• Interact on a first name basis and recognize each team member's unique value 
• Encourage ways for our team members to learn, develop, diversify and grow with Spring EQ 
• Promote our team members so they can share their knowledge with others    
• Innovate, innovate, innovate 
• Create and embrace the latest technology   
• Simplify constantly, challenging every process we use to better accomplish our goals 
• Build upon a strong company culture and foster an environment of togetherness, support, and accountability 

The Senior Account Executive plays a key role for the Correspondent Channel and is primarily focused on sourcing and developing relationships with emerging and highly specialized mortgage banking institutions to offer Spring EQ’s services and to convert these prospects to active clients while facilitating the timely purchase of closed loans.  Further, once the client is activated, the Senior Account Executive is also responsible for nurturing these relationships to ensure a positive client experience that maximizes program penetration and production for the business unit.

Responsibilities

• Serve as the key relationship manager for a producing book of business while also serving as an overall conduit to the business as it relates to that specific account base, its production growth, and overall competitive intelligence.
• Develop producing Correspondent relationships through daily/weekly/monthly engagement with existing lenders and prospects via telephone and digital communications, as well as in-person meetings.
• Act as a liaison to the seller in helping navigate the origination and operations process ensure timely purchase of a loan.
• Meet and exceed all departmental objectives including Assigned Performance Goals / Key Performance Metrics (KPMs) including Sales Prospecting, Client Approvals, Client Activation and Funded Purchase Volumes.
• Collaborate with sales leadership to support development and implementation of account specific strategic plans.
• Stay current of industry knowledge, issues, market trends and regulatory issues while maintaining and improving overall professionalism through continued education.
• Diagnose and resolve individual and escalated loan transaction issues by collaborating with various functional areas during the loan origination and purchase process.
• Contribute positively to a culture of best-in-class service, innovation, and continuous improvement

Qualifications

• Bachelor’s Degree preferred
• 5 years of mortgage or home equity industry sales and business development experience
• Excellent communication, interpersonal and organizational skills
• Proven history of achieving performance goals & providing exceptional client service
• Experience in Correspondent (or B2B) mortgage / home equity operations preferred
• Self-starter mentality with the ability to solve open ended business challenges
• Time is money – At Spring EQ we recognize the importance of working with a sense of urgency.
• Ideal team members possess the ability to thrive in a fast-paced, team-oriented environment to include the ability to make independent business decisions in using advanced business knowledge and excellent judgment
• The team member demonstrates an ability to meet and exceed goals as an individual contributor
• Spring EQ values personal excellence, integrity and accountability –our team members demonstrate these qualities in their everyday lives.

Benefits 

• 401k Company Match
• Commuter Benefits
• Company Holidays
• Dental Insurance
• Dependent Care Plan
• Disability Insurance
• Employee Assistance Program
• Life Insurance
• Medical Insurance
• Paid Time Off Plan
• Vision Insurance
• Credit Union Membership

Spring EQ is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.