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Remote Mortgage Account Executive

Role overview

Qualifications

  • 2+ years of sales experience
  • High school diploma/GED equivalent
  • Proficient in Microsoft Office Suite
  • Self-starter, highly motivated, goal-oriented

Responsibilities

  • Originate loans through relationships with realtors, mortgage brokers, and investors
  • Manage a pipeline with multiple prospects
  • Analyze potential loan markets and develop referral networks
  • Educate and guide customers on loan products

Key facts

Other skills

  • Sales
  • Relationship Management
  • Microsoft Office
  • Analytical Skills
  • Detail Oriented
  • Collaboration
  • Goal-Oriented

About the company

Visio Lending logo

Visio Lending

Company details

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Job description

Please be advised: Visio Lending does not accept unsolicited resumes or services from third-party recruitment agencies. In the event, that a recruiter or agency submits a resume or candidate without an agreement Visio Lending shall explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to Visio Lending employees, shall be deemed the property of Visio Lending. 

 

About Visio Lending

Visio Lending is the nation’s leader in rental home financing. Founded in 2012, Visio enables small- to medium-sized investors to grow their rental home and vacation rental portfolios. Headquartered in fantastic Austin, Texas, since late 2015, Visio has financed more than $3 billion in Rental360 DSCR loans.

 

Why We Love Working at Visio:

We at Visio are passionate about working together towards our goals to continually push this company forward.  We innovate, collaborate, celebrate team successes, and recognize individual accomplishments.  Every position and every person matters here.  We value our employees, and we like to promote from within, so as the company continues to grow so can you.

 

How to Apply?

To be considered for employment, please submit your application online.  While we appreciate all the interest we receive, only candidates selected for phone screening, or an interview will be contacted directly.  You will receive application status alerts via email so make sure your email address is accurate.

 

Note: Incomplete applications will not be considered.  Unanswered application questions or responses indicating “see resume” will be considered incomplete and you will be removed from consideration.

 

Visio Financial Services, Inc. is an Equal Opportunity Employer




The Opportunity:

 

We are seeking a Mortgage Account Executive to work in a remote setting, focusing on outbound calls and/or inbound leads, and establishing broker relationships to originate non-QM investor residential focusing on outbound calls and/or inbound leads and establishing broker relationships to originate NON-QM Investor Residential loans.

 

As a Mortgage Account Executive with Visio, you will contribute to the Sales Department by:

  • Working in a remote setting focused on inbound leads to originate loans
  • Originating a portfolio of mortgage loans through the identification and development of relationships with realtors, mortgage brokers, and investors
  • Managing a pipeline with multiple prospects
  • Analyzing potential loan markets and developing referral networks to locate prospects for loans
  • Recruiting and managing referral sources:
    • Participating in determining how and where referral sources advertise our products
    • Participating in establishing processes for the distribution of leads for referral sources
    • Identifying and creating new referral lead sources
    • Overseeing the processing of referral payments
  • Articulating a high level of understanding of real estate investors’ needs, discussing their short- and long-term objectives, including return targets
  • Educating and guiding customers on registering on the VFS website and understanding how to utilize the website
  • Understanding customer needs and helping them select a loan product that would help them meet their goals
  • Working with management to actively project closed loan volume and consistently meet funding goals
  • Remaining a front-line contact for customers
  • Developing and applying strategy and tools to ensure exceptional customer experience by analyzing recorded phone calls made and received on the VFS phone system
  • Exhibiting strong initiative and attention to detail, and possessing the ability to handle multiple tasks effectively
  • Working effectively in a collaborative work environment and maintaining a positive attitude
  • Engaging in a planned program of self-development and training, ensuring continuing knowledge of products, sales process, and regulatory developments
  • Working with management and team members to develop professional, respectful relationships between internal staff 
  • Work Schedule: Monday–Friday: 8:30 am – 5:30 pm CST 
  • Available Remote Locations: AL, AR, AZ, FL, GA, IL, IN, KS, KY, LA, MI, NC, OH, SC, TX, UT
  • Salary Range: Base Salary + Commissions (OTE First year = $100k plus, even top performers can earn over $400K)

 

What We Are Looking For:

  • Someone with 2 + years of sales experience
  • Someone with a High school diploma/GED equivalent
  • Someone proficient in the Microsoft Office Suite 
  • Someone with the ability to use standard office equipment, printer, scanner, copier, fax, telephone, personal computer, and other peripheral devices
  • Someone who is a self-starter, highly motivated, goal-oriented, passionate, high-achieving, and hardworking
  • Internal Applicants: 6 months of Visio Lending work experience which includes no disciplinary actions. Current Manager notification is needed to apply for a vacant position. Any applicant that does not meet these conditions will require approval from the executive team member over the hiring department prior to extending a job offer.

What We prefer to find:

  • Someone with a bachelor's Degree in a related field
  • Someone with strong sales abilities within Mortgage Loan Originations
  • Someone with the ability to analyze financial information

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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