Junior Account Executive/Wholesale Mortgage Loan Originator
Velocity Mortgage Capital
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- Location
- Irvine, CA
- Work style
- On-site
- Job type
- Full time
- Posted
- Nov 4
- 1 day ago
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Career path
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What you'll do
- Support the sales team by contacting brokers and prospective customers, generating loan quotes, reviewing and pricing loan scenarios, and submitting loans through the loan portal.
- Coordinate with sales, operations, and processing teams to manage the loan pipeline and help ensure loans close on time.
What you need
- A college degree and customer service experience are preferred, along with the ability to source leads, network, and build relationships; real estate knowledge is helpful.
- Candidates should be motivated, self-starting, organized, detail-oriented, communicative, comfortable using Microsoft Office applications, and have a strong phone presence.
- Education: a bachelor's degree
Key skills
Customer ServiceOutbound CallingLead SourcingNetworkingRelationship BuildingLoan PricingLoan SubmissionPipeline ManagementSales SupportCommunicationAttention to DetailOrganizationMicrosoft WordMicrosoft ExcelMicrosoft Outlook
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Perks
- 401(k) With 3% Matching Contribution
- Dental Insurance
- Employee Stock Purchasing Program
- Health Insurance
- Life Insurance
- Paid Time Off (PTO)
- Paid Holidays
- Pet Insurance
- Vision Insurance
- Flexible Spending Account (FSA)
- Health Savings Account (HSA)
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Read the full posting here
Junior Account Executive
Velocity Commercial Capital, LLC is a wholly owned subsidiary of Velocity Financial, Inc, an NYSE-listed public company. Velocity Commercial Capital is a real estate finance company founded in 2004 that primarily originates and manages investor loans secured by 1–4-unit residential rental and small commercial properties. Velocity Mortgage Capital is seeking to hire a full-time Junior Account Executive. This position is an onsite in-person position located at the offices in Orange, CA.
Junior Account Executive will offer reliable support to the sales team to help improve efficiencies as sales volumes increase. This is a customer service role with high touch customer outreach. The Junior Account Executive will ensure that all sales documents and agreements are completed and executed before they are officially uploaded to underwriting. Junior Account Executive will be responsible for generating loan quotes on behalf of Account Executives and delivering terms to customer(s). Significant on the job training will be provided.
Candidate should be ready to join a smart and aggressive private lending team. The ideal candidate is positive, reliable, organized, resourceful, possesses good judgment, has attention to detail, and is a team player.
Job Duties and Responsibilities:
* Funding Loans #1 Goal
* Daily - Drive new business to Velocity Mortgage
* Daily - Outbound calling for new broker contacts and loans
* Daily - Adding New broker contacts / broker offices
* Reviewing/Pricing Loan Scenario’s
* Submitting Loans thru the loan portal
* Collaborate with the sales team and operation staff to monitor loan submissions and make sure that your loans close on time
* Work with the processing team on pipeline management as well as any other duties as directed by management from time to time.
Qualified Candidates Should Have:
* College degree preferred
* Customer Service experience preferred
* Ability to source leads, network and build relationships
* Real estate knowledge helpful
* Experience with business applications software (e.g., MS Word, Excel, Outlook)
* Highly motivated, self-starter
* Excellent communications skills, good phone presence
Benefits take effect on the first calendar day of the month following the hire date and include:
* 401(k) with 3% matching contribution
* Dental Insurance
* Employee Stock Purchasing Program
* Health Insurance
* Life Insurance
* Paid Time Off (PTO)
* Paid Holidays
* Pet Insurance
* Vision Insurance
* Flexible Spending Account (FSA)
* Health Savings Account (HSA)
Velocity Mortgage Capital is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Know Your Rights [https://www.velocitymortgage.com/wp-content/uploads/2024/10/22-088_EEOC_KnowYourRights.pdf]