Now Hiring - Financial Services Account Executive, Wholesale in San Jose, CA

Essential Job Functions:

• Organization: Develops and implement relationship strategies, satisfying customer needs through a full array of products and services.
• Coordination: Utilizes business development skills to establish new business.
• Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between account and Company’s internal departments to ensure cohesive business flow.
• Equipment: Uses office equipment such as computer terminals, copiers, and FAX machines.
• Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges.

• Build and maintain long-term relationships and partnerships with your Mortgage Banking Clients.
• Train and educate clients on PRMG's Wholesale Portal, programs, products, and processes.
• Drive and maintain funded production levels above $10 million monthly.
• Hold regular account visits to continually reinforce the company’s differentiators and leverage them for quality volume.
• Being your clients’ “go-to” resource for all questions about the mortgage industry.
• Monitor the performance of loan deliveries in your pipeline.
• Monitor expiring rate locks for customer base.
• Providing world-class client service to every client.

• 5+ year of experience in the mortgage and banking industries, including experience in third party originations.
• Proven success as an Account Executive or Relationship Manager.
• Thorough understanding of the loan process and the difference between Retail, Wholesale, and Correspondent Lending.
• Strong relationship building skills.
• Existing Client base (preferred)
• You have the passion and work ethic to keep getting better every day.
• You work hard and take accountability for your actions.
• You have unique qualities that are key to your success.

• College degree or equivalent work experience preferred.
• High School diploma or equivalent required

• May be required