Wholesale Account Executive Position
NMLS# 1076413
We’re disruptors who are redefining the mortgage industry.
Privlo is deeply committed to building a company that lends the “right” way, drawing on our experience in the mortgage and finance industries. Our people are fueled by a culture that challenges assumptions, identifies opportunities, and creates solutions using innovation and data. We’ve created a sustainable platform based on credit science, proprietary underwriting, and the latest technology to deliver a personalized, seamless customer experience.
Think you have what it takes to work with us?
If you’re looking for the kind of start-up you see on TV, please don’t apply. If you just want to sell a product and call it a day, there’s an entire industry of traditional lenders where you’ll fit right in. We want self-motivated people who are willing to stretch the boundaries of their job titles and push beyond their comfort zones. You must be an active listener and articulate communicator, and know how to use technology to iterate and improve. You work well with other hardcore innovators who thrive on accountability, data, and supporting each other to get it done. Every day, you have to bring it.
Wholesale Account Executive
We are looking for energetic and dedicated mortgage Account Executives who are excited about the opportunity to create a new market with a truly unique product, and can put it in the hands of the top Brokers and Bankers in the business.
General Responsibilities
- Identify the best potential wholesale partners in your market.
- Establish relationships with wholesale partners and present Privlo’s unique products and solutions.
- Conduct all activities related to managing potential partners’ movement through the sales process, culminating in an established partnership and an active account.
- Actively manage existing accounts to ensure the highest level of customer service is delivered to our partners at all times.
- Participate in the collection of information to support the creation of new products and solutions for your customers.
- Train partner LOs and staff on Privlo’s mortgage products, guidelines, and processes ensuring a consistent, high quality deal-flow.
- Monitor and report on pipeline performance on a daily basis.
- Maintain a high level of daily customer contact activities including phone calls, in-person meetings, group training sessions, emails, and other engagement activities
- Work at least 40 hours per week.
- Make daily sales calls out in the field, in partner and prospective partner offices, and wherever else is necessary.
- Participate in conferences and events, and meetings of industry associations.
- Provide accurate, daily reports on your activities and progress toward objectives.
- Participate in training and exchange of best practices with other team members.
- Other duties as necessary.
Requirements
- At least 2 years as an Account Executive with current experience in wholesale and a substantial production history.
- Strong, established relationships with leading companies and individual LOs in your territory.
- Current knowledge of related software including LOS systems (Encompass, etc.), Due Diligence Portals (Comergence), CRM (Salesforce), and MS Office.
- Access to an automobile, a clean driving record, and appropriate insurance to allow you to visit customers in your assigned territory.
Privlo began its national rollout in 2013 and is currently headquartered in Pasadena, California. We are backed by Spark Capital and QED Investors and have an effectively unlimited lending capacity through our mortgage loan purchasing partnerships.
234 E. Colorado Blvd. Suite 600, Pasadena, CA 91101
PRIVLO.COM NMLS# 1076413