Mortgage Sr. Wholesale Account Executive

Overview

Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com.

 

At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner.  Our values are to

• Be kind and treat all people – teammates, customers, and vendors – with respect and consideration  
• Be adaptable and embrace change
• Be accountable and take responsibility and deliver the effort to fully complete the task
• Be better and strive for continuous improvement in ourselves, our team, and the company for our customers
• Be part of the solution and solve problems, find the answers, and collaborate
• Work hard, have fun, and get things done

Spring EQ is seeking a Senior Account Executive who reports directly to the Regional Sales Manager and plays a vital role in building new relationships with mortgage brokers, mortgage bankers, community banks, credit unions and other institutions. This team member is responsible for establishing new relationships and maintaining existing relationships while obtaining loans following Spring EQ’s products and guidelines. The Account Executive primarily uses our CRM, the phone, email and texts to communicate with existing and prospective partners located anywhere in the country.  The Account Executive works in their remote home location.

Responsibilities

The Senior Account Executive is responsible for marketing lending products to prospective brokers/bankers. The Senior Account Executive manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.

• Performs initial contact to prospect new mortgage brokers/bankers and coordinates broker approval process.
• Collaborates with leadership to develop/implement marketing strategies within assigned territory/account list.
• Conducts presentations to promote Spring and present our process, product and technology platforms.
• Collaborates with loan operations team to manage pipeline.
• Ensures that clients understand the Company’s loan processing, underwriting and closing processes.
• Provides brokers/bankers with information to access current rate sheets and product guidelines.
• Provides technical training and support to clients with regard to Company technology platform.
• Performs related duties as assigned.

Qualifications

• Bachelor’s Degree Preferred
• 2+ years of mortgage or home equity industry experience required
• Proven track record of success in sales
• Excellent communication, interpersonal and organizational skills
• Self-starter mentality with the ability to solve open ended business challenges
• Enthusiastically contribute to a culture of innovation and continuous improvement
• The team member demonstrates an ability to meet and exceed goals as an individual contributor
• We work hard to stay updated with the industry technology, therefore we need our team members to learn new technology quickly

 

Benefits

 

• 401k Company Match
• Annual Charitable Matching Gift Program
• Commuter Benefits
• Company Holidays
• Credit Union Membership
• Dental Insurance
• Dependent Care Plan
• Disability Insurance
• Employee Assistance Program
• Life Insurance
• Medical Insurance
• Paid Time Off Plan
• Vision Insurance
• Weekly Non-Management Dinner Benefit

Candidates must have current, unrestricted authorization to work in the United States. The Company does not sponsor or support employment‑based visas, extensions, renewals, or any immigration‑related programs now or in the future.

 

Spring EQ is an Equal Opportunity Employer. We make all employment decisions based on merit and business needs. If you require a reasonable accommodation at any stage of the hiring or employment process, please contact recruiting@springeq.com

Responsibilities

The Senior Account Executive is responsible for marketing lending products to prospective brokers/bankers. The Senior Account Executive manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.
- Performs initial contact to prospect new mortgage brokers/bankers and coordinates broker approval process.
- Collaborates with leadership to develop/implement marketing strategies within assigned territory/account list.
- Conducts presentations to promote Spring and present our process, product and technology platforms.
- Collaborates with loan operations team to manage pipeline.
- Ensures that clients understand the Company’s loan processing, underwriting and closing processes.
- Provides brokers/bankers with information to access current rate sheets and product guidelines.
- Provides technical training and support to clients with regard to Company technology platform.
- Performs related duties as assigned.