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Position Summary
Provides inside sales support and customer service for all brokers and account executives. Answers questions and provides training to brokers about loan programs, pricing, website usage, scenarios, and Wholesale process. Manages pipeline with account executive through use of daily reports to ensure loans are active, moving toward closing and rates are locked per policy.
Essential Functions and Responsibilities
BROKER SUPPORT (30%)
• Provide support to approved Brokers on how to work with Wholesale tools and processes efficiently (i.e. complete loan packages, internal workflow, website, AU.
• Educates the brokers on the use of pricing scenario tools, assists with rate locks and status, and how to handle expirations/extensions.
• Assists account executives in training the brokers about products and procedures.
AE SUPPORT (20%)
• Communicates with brokers when Account Executives are not available, acting as liaison to branch operations in resolution of problems.
• Supports AE’s with sales calls and presentations. Conducts regular outbound calls to brokers to gather key data.
• Processes broker approval packages from assigned AE’s.
• Generally expected to work with 4 AE’s
PIPELINE MANAGEMENT (50%)
• Manages daily pipeline report, calls out on loan status (i.e. locks expiring, loans not yet received, conditions not yet received. Initiates loan termination after 60 days of inactivity
Knowledge, Skills and Abilities
• High School Diploma required, College preferred
• BRR III requires 4 years of mortgage experience. Underwriting or senior processing experience a plus
• Knowledge of all offerings including products, web initiatives, marketing related support
• Customer service, sales focus, problem resolution and handling
Additional Desirable Qualifications
Must be highly organized and recognized for providing highest levels of customer service.
Pre-Employment Screening Includes:
• Assessment Screening
• Credit Check
• Criminal Background Check
• Drug Screen – after offer of employment is extended and before start date
• Past Employment Verification
• Social Security Verification
Note: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified, and they may change at any time.
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EverBank is an equal opportunity employer. No employee or applicant for employment will be discriminated against because of race, color, religion, national origin, physical or mental disability, age, gender, sexual orientation, genetic information, veteran’s status, or status as a disabled veteran or veteran of the Vietnam era.
EverBank is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Regardless of past practice, all resumes submitted by search firms to any employee at EverBank via e-mail, the Internet, or directly to hiring managers at EverBank in any form without valid written search agreement executed by the VP, Talent Acquisition for that specific position will be deemed the sole property of EverBank, and no fee will be paid in the event the candidate is hired by EverBank as a result of the referral or through other means.
Industry: Financial Services
Discipline: Banking, Lending & Insurance
Compensation: Competitive
Company: EverBank