Mortgage Account Executive
The Kernen Team at Geneva Financial
Charleston, SC US
Posted ago
The Kernen Team at Geneva Financial

We’re seeking ambitious and strategic thinkers who enjoy growing relationships and know how to drive business opportunities to our team. Does this sound like you? Then we’d love for you to join our rapidly growing team as a business development representative. You’ll build relationships with clients, generate qualified leads, and develop referral partners. The ideal candidate for this position thrives on making deals while talking with people out in the field. If you’re ready for an exciting career in a fast-growing industry with opportunities for earning potential and growth, send us your resume today!

  • Schedule face to face coffee appointments, lunches, and happy hours with agents, bankers, and other professionals with a goal of 10-12 face-to-face meetings per week
  • Provide calls and handwritten notes to database, realtors, and referral sources through the outlined Daily Success Plan
  • Update status of the loan file to agents and borrowers through the weekly “Just Ask” call for the company
  • Craft personalized cards to send on special occasions for birthdays, thank-yous, congratulations, gifts, and pop-bys, when appropriate
  • Collaborate on projects with marketing team to create flyers for realtors along with monthly mailers that positively represent the business

  • Establish prospects, call on weekly, and develop business relationships with Realtors, real estate agents, financial planners, builders, and other who can refer us mortgage customers
  • Meet with 10-15 prospects per week (zoom, in person, coffee, lunch, etc.) to discuss their business and a possible relationship with our team
  • Call on existing relationships to maintain and expand mutual business
  • Assist with events such as masterminds, lunch-and-learns, and other beneficial business events

  • Awareness of current sales process and how to enter information into client databases
  • Relative experience in sales as a real estate ISA, sales representative, or similar role of at least 1 year
  • Reliable transportation is required in order to attend client meetings
  • Demonstrated strength in the areas of time management, written and verbal communication, and interpersonal skills
$75,000 - $100,000 yearly, more very possible
About The Kernen Team at Geneva Financial

Experienced, high performance local team/branch. Awesome culture and company performance.

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