Qualifications

• Bachelor's Degree preferred, with 5+ years in financial services sales or account management.
• 2+ years of management experience with a track record of exceeding goals.
• Mortgage industry experience strongly preferred.
• Proven experience in building and maintaining builder accounts.
• NMLS loan originator license is mandatory.
• Must complete continuing education as per licensing authority requirements.
• Ongoing training to meet CFPB standards is necessary.

Responsibilities

• Serve as the primary liaison for assigned builder account.
• Establish a regular communication and operational schedule with key builder stakeholders.
• Collaborate with builder leadership to create and implement an annual recruiting strategy.
• Conduct active recruitment of loan consultants to support builder projects.
• Lead onboarding and integration efforts for new loan consultants working with builders.
• Provide continuous coaching and training to loan consultants and branch managers managing builder accounts.
• Ensure effective communication and service levels between internal sales and fulfillment teams.
• Manage any relationship challenges and troubleshooting with builders.
• Deliver monthly updates on account health and growth metrics.
• Undertake additional duties as required.

Benefits

• Comprehensive training and ongoing professional development.
• Supportive work culture with emphasis on internal growth.
• Access to a dynamic team environment focused on collaborative success.