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Account Executive, Retail
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Account Executive, Retail

Job Snapshot

Employment Type Full-Time
Job Type Sales, Retail
Education 4 Year Degree
Experience At least 3 year(s)
Manages Others Not Specified
Industry Mortgage
Required Travel Not Specified
Job ID 14-0259P

Job Description

Keywords - Loan Officer, Mortgage Consultant,  Account Executives

Account Executive are responsible for assisting PennyMac clients with their current and future mortgage needs.  Each licensed Account Executive will be provided inbound/outbound leads from PennyMac's 100 Billion Servicing Portfolio, to service in accordance with PennyMac policies, procedures and lending guidelines.  


• Originate Mortgage Loans via telephone sales presentations.

• Meet loan production goals through proactive and responsive telephone presentations and pipeline management activities.

  • Identify current customer needs and solicit correct product (VA IRRL, FHA Streamline, FHA-Conventional or Conventional)

• Able to devise and implement a business plan to meet production goals.

• Counsels new and existing borrowers on mortgage loan solutions via phone and/or face-to-face contact.

• Recommends loan solutions and originates loans in accordance with company lending guidelines and customer satisfaction standards.

• Applies transaction-appropriate pricing in accordance with company guidelines and pricing policy.

• Ensures complete borrower satisfaction.

• Operates as the primary point of contact during the loan process including responsibility for updating the borrower(s) on loan status, reviewing disclosures with borrower(s) and reviewing loan documents with borrower(s).

• Demonstrates behaviors which are aligned with the organization’s desired culture and values.

• Performs other related duties as required and assigned

Job Requirements

  • Bachelor’s degree in Finance, Business or Economics (or satisfactory relevant experience).
  • Minimum of 3 years of residential real estate lending experience.
  • Actively positioned with state-regulated Mortgage Agent/Broker license. Able to be in full compliance with all mandated licensing and compliance testing requirements.
  • Strong oral and written communication skills, well organized and ability to multi task
  • Demonstrated working knowledge of forward mortgage products and guidelines including conforming, non-conforming and government (FHA/VA).
  • Proficient with full document income calculation, bank statement review credit report analysis.
  • Demonstrated knowledge and practical experience in applying credit risk principles to lending recommendations.
  • Strong presentation and sales skills with the ability to apply them both in person and by phone.
  • PC proficiency, with knowledge of MS Office tools, loan origination software and loan servicing software.
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Account Executive, Retail

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