Wholesale Diamond Broker Jobs Near Me

ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues. 2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution. 3. Accurately explain coverages and liabilities to agents and/or clients. 4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner. 5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships. 6. Manage all account documentation. 7. Initiate and coordinate renewal activity on assigned accounts. 8. Initiate cancellation and non-renewal notices according to statutory and contractual requirements. 9. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc. 10. Facilitate the flow of information from agents and underwriters. 11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources. 12. Process binders, invoices, and tax filings forwarding the binder and invoice to the agent. 13. Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible. 14. Provide supervision to Technical Assistants. 15. Assist Associate Brokers and Brokers with duties as needed. 16. Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. One year of wholesale insurance experience 2. State specific Insurance License 3. Technical Assistant experience or three years of general insurance experience 4. Must be able to understand and analyze necessary components of insurance policies 5. Ability to make independent decisions following CRC guidelines with minimal or no supervision 6. Good organizational, time management, and detail skills 7. Extensive knowledge of insurance and CRC processes 8. Ability to maintain a high level of tact and professionalism 9. Good leadership skills to influence other assistants in a positive manner 10. Possess strong interpersonal skills 11. Strong verbal and written communication skills 12. Strong computer and office skills 13. Ability to work extended hours when necessary Preferred Qualifications: 1. College degree with a concentration in business or equivalent work experience CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Job description As a part of our continued growth, Gilchrist Automotive Group is seeking an Automotive Vehicle Purchaser/Wholesaler to join our team! You will be responsible for managing the inbound flow of products to support the company's sales objectives as well as assisting in the liquidation of their wholesale units. The job will be located at our dealership in Cleburne. To excel in this position, you must be able to multitask, communicate well with others, and be very organized in tasks. Essential Job Duties: ● Knowledge of auction activity as to selling and buying vehicles and possible attend auctions ● Maintains record and inventory of all vehicles purchased. ● Approves all paperwork from auctions and provides proper documentation to the office for purchases. ● Negotiates prices and transportation arrangements for vehicles. ● Keeps abreast of the current market and valuation of used vehicles. ● Develops and maintains outside relationships for both buying and selling units. ● Performs other specific administrative functions as directed by management. ● Maintains high ethical standards. ● Maintains professional appearance. Qualifications: ● High School graduate or G.E.D. equivalent desired. ● Prior knowledge of automobiles or mechanics preferred ● Willingness to be trained and learn the company's products and procedures ● Basic math and reading skills to perform job tasks and complete necessary paperwork ● Ability to follow oral and/or written instruction ● Good negotiating skills are needed. ● Bilingual is a plus. *Must be able to pass a background check as well as have and maintain a clean driving record Automotive Car Purchaser/Wholesaler is responsible for buying inventory based on the recommendations and inventory model created by the Buying Director, to support and maintain a healthy inventory with less than a 40 day supply. Responsibilities: ● Coordinate logistics to get purchased units delivered to our stores within the auto-group. Negotiate fair transport as well as making sure it arrives in the agreed upon timeline. ● Maintain inventory levels to prevent aging issues. All non commercial inventory must be less than 40 days. ● Create relationships and maintain them with auctions ● Dispose of wholesale inventory at auction while maintaining an agreed upon average profit on these units. ● All other duties as assigned. Job Type: Full-time Pay: $39,000.00 - $46,800.00 per year Benefits: 401(k) Dental insurance Employee discount Health insurance Paid time off Vision insurance Schedule: Day shift Monday to Friday Ability to commute/relocate: Cleburne, TX 76033: Reliably commute or planning to relocate before starting work (Required) Education: High school or equivalent (Required) Experience: Negotiation: 1 year (Preferred) Bilingual: 1 year (Preferred) Work Location: In person

Job Title: Non-QM Wholesale Mortgage Account Executive (Remote) Company Overview: We represent multiple industry-leading Non-QM lenders, each known for their 5-star customer service, competitive compensation, and robust product offerings. These companies are seeking talented Account Executives to expand their reach in key territories. We work directly with top executives to negotiate competitive transition packages and align you with the right opportunity to advance your career. Position Overview: As a Non-QM Wholesale Mortgage Account Executive, you will have the opportunity to work remotely, driving significant growth in your career. We seek dynamic, team-oriented individuals with a strong customer service mindset and a passion for building lasting relationships with mortgage brokers. Key Responsibilities: Prospecting & Relationship Building: Cold call potential clients (30-50 calls per day) to build a strong client base. Develop and maintain relationships with both new and existing mortgage brokers. Add value by collaborating with brokers and loan officers on effective marketing strategies. Sales Management: Maintain and manage sales contacts, pipeline, and activity reports within the company's CRM. Pre-underwrite and pre-qualify loan files to ensure alignment with underwriting guidelines. Training & Support: Educate brokers on the company's products, policies, and procedures to ensure all loan files are complete and compliant. Provide ongoing support and service to brokers, keeping them informed of underwriting guidelines and program changes. Industry Engagement: Attend trade shows and seminars as needed to stay updated on industry trends and expand your network. Qualifications: Minimum of 3 years of Non-QM experience or 5 years in the mortgage lending industry. Proven track record with a current funding volume exceeding $2 million per month. A strong, active book of business is highly preferred. Confident communicator with excellent interpersonal skills. Ability to structure complex loans in partnership with brokers. In-depth knowledge of Non-QM programs, including Bank Statement Loans, DSCR (Business Purpose), ITIN, Foreign National, and P&L only programs. Proficient in Microsoft Office (Word, Excel, PowerPoint). Compensation: Base salary + commission, with potential earnings ranging from $100,000 to $500,000 per year. Benefits: Medical, Dental, and Vision Insurance Basic Life & AD&D Insurance Matching 401(k) Plan Paid Time Off & Paid Holidays Location: Remote

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Job Description The Wholesale Account Executive is responsible for markets wholesale and correspondent products and services to prospective brokers/bankers. In addition, the Wholesale Account Executive manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology. Principal Duties Formulate and establish funding projections/goals in conjunction with Wholesale leadership to align with Wholesale and Correspondent loan production, quality, and volume targets. Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process. Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list. Conducts large group presentations at broker offices to promote Company Value Proposition and present our process, product and technology platforms. Serves as subject matter expert on Company policies, procedures, products and technology. Collaborates with loan operations team to manage active pipeline. Escalates second reviews to appropriate Operations/Underwriting leadership. Establishes communication protocol with Client Relations Managers to optimize service delivery. Assists clients with lock reconciliation, extensions and exceptions. Ensures that clients understand the Company's loan processing, underwriting and closing processes. Provides brokers/bankers with information to access current rate sheets and product guidelines. Provides technical training and support to clients with regard to Company technology platform. Performs related duties as assigned by management. Education and Experience Requirements Bachelor's degree with major coursework in a related discipline; Equivalent job/education experience will be considered. 4+ years of experience in sales and/or real estate. 2+ years of mortgage sales, including Government and Conventional products, i.e.: FHA, VA, FNMA, and FHLMC and related guidelines. Knowledge, Skill, and Ability Requirements Knowledge of local real estate market. Working knowledge of investor guidelines, underwriting policies and loan products. Excellent verbal and written communication skills. #LI-EM1 Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Job Summary: Sells wholesale parts, over the counter, through the shop, or on the phone. About Us: Parkway is locally owned and operated. We have been in the Houston area for more than 40 years. We have three locations… Parkway Chevrolet, Parkway Family Kia, and Parkway Family Mazda. We operate elite, state-of-the-art service departments. Benefits Medical, Dental and Vision Life and Short-Term Disability Continuous Improvement Training 401K with Match Paid Vacation Paid Holidays Employee Discounts on Parts, Services and Vehicles Opportunities for Growth Essential Duties Assists wholesale customers in selecting required parts in a friendly, professional, and efficient manner. Informs customers of companion part requirements and specials, and ensures that the customer is exposed to the full product line. Answers phone calls, providing price quotes and other information. Pulls and fills orders from stock. Notifies parts manager of out-of-stock parts or shop materials that need immediate attention. Locates out-of-stock parts from outside source and submits an emergency order, if necessary. Notifies the customer when special ordered parts have been received. Follows up on back-ordered parts. Verifies will-call and back-order files weekly and returns to vendors, or stocks those items not picked up or required. Replenishes assigned inventory daily. Assists outside sales representatives with their orders. Receives payment from wholesale customers or obtains credit authorization. Ensures that all charge sales are signed by the customer. Ensures that all customers receive their copy of the invoice. Issues credit for parts returned, ensuring that the original invoice, or its number, is available so that purchase and pricing can be verified. Sets up orders for daily shipment, delivery, or pick-up. Schedule: Monday to Friday Weekends as needed License/Certification: Driver's License (Required) Experience: GM Experience: 1 year (Required) Knowledge of Reynolds Ignite System: 1 year (Required) Parkway Family Auto is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

The Opportunity: JMAC Lending is expanding its Mortgage Banking platform and is looking for a Wholesale Account Executive to service both Wholesale and Non-Delegated Correspondent clients to specified accounts and territories. The Account Executive will drive product sales by promoting JMAC's Brand, Loan Products, and Services to Mortgage Brokers, Bankers, and Credit Unions. This individual will foster a strong long-term relationship by creating value as well as provide ongoing training and support based on the evolving needs of the client. If you are looking for a company that values relationships, results, and career development, this is a place for you. Key Responsibilities: Maintains sales contact, pipeline and other pertinent sales activity reports Work together with Operations Staff to facilitate loans from Submission to Funding Actively manages the loan pipeline Responsible for establishing new business, developing current business relationships and ensuring overall client satisfaction Obtains approval packages for new clients when needed Responsible for soliciting business from mortgage entities (Brokers and Non-Delegated Correspondents) in assigned territory Follow up on potential clients Provide on-going service support to clients Communicates and trains clients on JMAC's products, policies and procedures to ensure all loan files are complete and within guidelines Establishes and maintains an effective territory plan of attack for JMAC clients (Brokers and Non-Delegated Correspondents) and provides a written report of sales call activities to the sales manager Attend meetings of local and state trade associations as directed by management Stay abreast of indices, market changes, and underwriting guideline changes in order to discuss the mortgage market in an informed fashion Other duties as assigned Requirements 5 year experience as Account Executive inside or outside sales in Wholesale lending channel Prior Wholesale/Non-Delegated Correspondent Account Executive experience required Minimum of 5 years mortgage industry experience Excellent computer skills and working knowledge of MS office products Ability to communicate effectively both verbally and in writing Strong Customer service skills Ability to handle detailed assignments Ability to organize and prioritize workload and meet deadlines Existing Broker/Correspondent relationships Benefits Health Care Plan (Medical, Dental & Vision) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation & Holidays) Retirement Plan (401k) Short Term & Long Term Disability Family Leave Wellness Resources About JMAC Lending JMAC Lending has been in business for more than 20 years. Servicing clients better with our innovative products, exceptional service, support and our dedication to helping our partners grow our business. The core of our culture and business approach is to go Beyond Current market options to be the go-to lender of choice for our clients. Our associates hold distinguished credentials and participate in continuing education, to ensure knowledge is carefully balanced with experience. Our company was built on our adherence to the highest ethical standards, while efficiently and carefully executing the delivery of product pricing for wholesale and correspondent lending for our clients. JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Job Details 100200 Travisa Financial - Las Vegas, NV Fully Remote Full Time $55000.00 - $77000.00 Salary/year Description Travisa Financial is a fast-growing service-oriented wholesale mortgage lender. The Wholesale Mortgage Account Executive will be responsible for developing new relationships and maintaining existing partnerships with current and new mortgage brokers. Other responsibilities include but are not limited to training partners on our products and services to achieve sales targets and goals. Key Responsibilities: Comply with outside sales and reporting obligations, duties, requirements, and guidelines. Tracking contacts in the company's CRM Build relationships with current and new mortgage brokers. Maintain sales contacts, pipeline, and other pertinent sales activity reports. Train brokers on Travisa Financials products, policies & procedures to ensure all loan files are complete and within guidelines. Work directly with brokers and loan officers on marketing programs. Stay abreast of underwriting guidelines and program changes. Pre-qualifying loan files. Provide on-going service and support to brokers. This position is ONLY for experienced candidates with an established book of clients. Source and generate consistent leads - create strategic long-term relationships with prospective clients and follow-up on those leads in-person, on the phone and by making presentations on company products. Source a new broker leads and obtains commitments from them to enter broker arrangements with the company. Able to comply with the policies and procedures outlined in the Company Handbook Target production volume is a minimum of $10 million per month. Qualifications Education/Experience: 3+ years of experience in wholesale mortgage lending sales Minimum 5 years in the mortgage lending industry Fast-learner and self-starter - training will be available for company-specific platforms, but experience in Word, Excel and other loan origination software is needed. Encompass TPO Connect experience preferred. Detail-oriented and able to work independently. Excellent verbal and written communication skills. Presentation - able to present self professionally to internal team members and external partners. Active Broker Connections Customer service focused. Ability to thrive in a production driven environment. Travel: As needed travel internationally between United States and Mexico to meet business needs. Language: English preferred, Bi-Lingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant. AAP/EEO Statement: Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

The ideal candidate is an seasoned wholesale account executive ready to join a smart and aggressive private lending team. The candidate is positive, resourceful, possesses good judgment, has attention to detail, and is a team player. We are seeking seasoned wholesale account executives to join the commercial loan team in these locations: * Westlake Village, CA * Irvine, CA * Fort Washington, PA * Miami, FL This is a non-exempt position. Job Duties and Responsibilities * Heavy outbound calling effort. Must be motivated to get on the phone and solicit business. * Maintain and develop relationships with residential and commercial mortgage brokers. * Maintain client relationships and facilitate client contact throughout the loan process. * Research industry trends to help identify top prospects. Required Skills and Experience * Mortgage sales background required. * Inside sales experience preferred. * 3-5+ years' experience preferred. * Proven record of developing sales opportunities, as well as meeting and achieving sales goals. * Ability to source leads, cold call and build relationships. * Experience in financial services or the banking industry preferred. * Experience with business applications software (e.g., MS Word, Excel, Outlook). * Highly motivated, self-starter. * Excellent communication skills, good phone presence. Education Requirements * College degree preferred. Benefits 401(k), 401(k) matching, Dental insurance, Health insurance, Vision insurance, Life insurance, Paid Time Off, Paid Holidays, and Pet Insurance. Benefits become effective on the first day of the month following 30 days of employment.

iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2025. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron's Solutions Provider award (See link below). About the Role iCapital is looking for a Compliance Associate candidate to join its Regulatory and Compliance group, focused on broker-dealer compliance. This team member will oversee employee-related compliance matters such as the review and approval of employees outside brokerage accounts, personal trading activities, private investments, and outside business activities. The candidate will also be responsible for generally assisting the Regulatory and Compliance team with various compliance focused tasks, including updates to policies and procedures and monitoring and testing. Responsibilities Collaborate across various business lines on new marketing initiatives, providing compliance guidance Assist in maintaining and updating policies and procedures based on new regulatory developments and new business initiatives Assist in developing and conducting company-wide training to meet both SEC and FINRA obligations Assist in preparing for and responding to inquiries and audits from regulatory authorities Qualifications 2-5 years of experience, preferably with broker dealer experience Strong knowledge of the FINRA rules Excellent verbal communication skills and strong ability for personal interaction Able to thrive in a fast-paced environment with a continuous learning mindset Robust project management and process development skills JD a plus, but not required Benefits The base salary range for this role is $ 90,000 to $ 115,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Why Deephaven Mortgage? Deephaven was founded in 2012 to provide mortgages to the millions of Americans who, for one reason or another, are unable to qualify for a traditional, government-backed loan. Deephaven champions those mortgage borrowers whose independence, entrepreneurial drive and determination are often the very reason why they can't qualify for a traditional loan. Using ingenuity, supported by common-sense underwriting, we continuously and responsibly innovate new mortgage products and programs that put homeownership within reach of millions of borrowers and investors that need and deserve financing. We offer our loans through a network of 1,000+ independent mortgage brokers. We also buy loans from more than 200+ correspondent partners. Deephaven is headquartered in Charlotte, North Carolina and is owned by Pretium, a highly specialized investment manager focused on real estate, mortgage finance and corporate debt. Job Overview Deephaven Mortgage is hiring for Wholesale Account Executives in the non QM space. The ideal candidate will possess a strong combination of interpersonal skills, positivity, be a quick learner, and be able to take Deephaven's process, products, pricing, and service to the wholesale broker marketplace in a confident manner. Account Executives are expected to increase and grow the Company's wholesale lending business by developing and maintaining mortgage loan broker relationships and agreements with qualified brokers, banks, and credit unions within their assigned territory. What You'll Do Make daily outbound calls to develop new accounts and follow up regularly to ensure client satisfaction Answer loan pricing and scenario questions Work closely with operations to resolve any issues Work with partners to assist in account development Manage client expectations and develop trust Manage tracking and reporting of monthly volume and loan quality Remain up to date with regulatory industry standards and requirements What We Need 2+ years of mortgage lending experience Well-developed understanding of mortgage underwriting, processing, closing and sales procedures Excellent interpersonal and account development skills Exceptional customer service skills, with attention to detail and follow through Ability to work well independently, in a fast-paced environment Strong desire to progress, learn and begin a long-term career with the right company Exhibits confidence and empathy when dealing with current and potential customers Accurately represents Deephaven Mortgage and our wholesale team's capabilities and strengths Conducts himself/herself in a professional manner regardless of the situation Team player committed to excellence, working hard and having fun Experience with Encompass/Point/mortgage origination systems (Preferred) What We Offer This position offers the opportunity to join a collegial, entrepreneurial firm committed to the personal and professional growth of its team members and to maintaining a positive, encouraging work environment where people enjoy working together. The company offers a comprehensive benefits and perks package, including: Competitive base salary and commission structure 401(k) plan with an employer match Health insurance with significant employer contribution that begins day one of employment Responsible Time Off

About Newfi Lending Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is owned by Apollo Global Management, one of the largest private-equity firms in the world. As one of the largest non-QM lenders in the industry, we are passionate about offering innovative lending solutions to borrowers nationwide. Our proprietary loan programs and common-sense exceptions offer greater opportunities to qualify self-employed borrowers, real estate investors, or borrowers needing ways to access their home equity in our Wholesale, Correspondent, and Consumer Direct channels. We are looking for forward-thinking and dynamic professionals to be a part of Newfi's story…apply today to join our team! The Opportunity Newfi has successfully built the foundation and is expanding our national sales team. We are looking for a limited number of outside Wholesale Account Executives to expand our geographic reach and build a business with a leadership team that has a proven track record of growing wholesale channels. You will leverage an existing database of qualified prospects and approved accounts. Key Responsibilities Build and manage a national account base that values a partnership with Newfi Wholesale Utilize daily dashboard data to determine your business trends and course correct when necessary Partner with internal support team to deliver optimal service levels and foster account relationships Maintain current knowledge of industry trends to anticipate and proactively meet customer needs Develop an account database that hits key metrics such as pull-through, product mix and loan quality Maintain familiarity with regulatory and industry standards and requirements. Requirements Minimum 1 years in the mortgage lending industry Minimum 1 years of mortgage sales experience High comfort level with web based tools including a CRM Proven knowledge level of competitive landscape in wholesale vertical Familiarity with agency, non-conforming, FHA, and VA guidelines Bachelors degree or work equivalent Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce. Benefits Competitive comp plan with salary. 401k and full medical, dental, vision. Leadership at your fingertips. Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce. Visit us at ************* or ********************** Disclaimer - The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business. Salary Description $30,000-$300,000

Inside Wholesale Account Executive - Job Description Wholesale Account Executive Department: Corporate - TPO Reports to: Vice President, Third Party Origination Pay Grade: Salary or Hourly Status: Regular, Full Time or Part Time FLSA Status: Non-Exempt SUMMARY & PURPOSE OF POSITION The Wholesale Account Executive is responsible for soliciting, building, and maintaining strong relationships with mortgage brokers, mortgage bankers (and any other potential mortgage entity customer), representing Gold Star Wholesale, to sell into the wholesale and mini-correspondent mortgage origination channel within an assigned territory. Ensures the performance of all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. PRIMARY POSITION-SPECIFIC RESPONSIBILITIES • Prospecting and developing mortgage broker client relationships • Solicits new customers for approval to conduct business in Wholesale or Mini-Corr origination channel. • Presents loan products, pricing, point of contacts, and communicate proper business flow to prospective and existing customers. • Trains mortgage brokers and banker partners on loan submission and fulfillment process. • Manages customer performance, engaging the customer and providing top notch customer service. • Develop and increase account relationships to drive increased market share and sales opportunities • Delivering up-to-the-minute information about the latest products, resources, and industry updates to ensure all loan files are complete and within guidelines • Identify and maintain daily contact with sources of mortgage loan production (brokers) to ensure smooth flow of loan applications through the loan process. • Answer client questions and respond to loan status, underwriting, processing, and closing inquiries. • Manages loan pipeline and achieving assigned production and new broker client goals • Ensure compliance deadlines are met • Complete other duties as assigned ESSENTIAL SKILLS AND EXPERIENCE • Positive Attitude, ability to multitask, willingness to learn and ability to adapt to on-going changes • Excellent written, verbal and interpersonal communication skills are essential along with strong presentation skills • Works effectively in a fast-paced environment with little room for error • One year of proven and progressive wholesale mortgage lending experience required or equivalent • Well-developed understanding of mortgage sales, processing, underwriting, and closing procedures • Fair knowledge and understanding of local, state, and federal lending laws a plus • Works effectively in a team environment • High level of energy and self-motivation • Courage to always push outside your comfort zone and be disciplined to take sales action even in the face of rejection • Top phone skills required with ability to articulate delivery and build relationships quickly • Willingness to accept new ideas, concepts, processes, and technology • Current producing client base is strongly desired PREFERRED EDUCATION/EXPERIENCE • Undergraduate Degree or Equivalent Experience • 1+ years of Mortgage Experience and/or 2+ years of Sales Experience REPORTING TO THIS POSITION • None PHYSICAL DEMANDS/ENVIRONMENT The environment is characteristic of a hybrid work schedule. Some travel is required. Must be able to execute complex tasks on time sensitive transactions and be able to work flexible hours including evenings and weekends.

We're excited that our national non-QM client is expanding nationally! We're currently seeking experienced Wholesale Account Executives with an existing broker base to join our team. You'll be part of a dynamic and productive team that is all about providing the best customer service and product knowledge. The company offers a full array of non-QM, very competitively priced products. Primary Duties Develop prospective accounts and manage all business opportunities with no defined sales territory, develop brokers in any state Source new brokers continuously and go through a quick approval process. Maintain sales contact and pipeline. Maintain familiarity with regulatory and industry standards and requirements Qualifications: Develop and manage all business opportunities within a defined sales territory Source new brokers on an ongoing basis and go through approval process Maintain sales contact and pipeline Maintain familiarity with regulatory and industry standards and requirements Must have the ability to captivate and communicate with various audiences Must have the product knowledge and understanding of the Wholesale and Correspondent Mortgage Business to provide an exceptional customer experience Must have previous experience as a successful and high producing Account Executive with an existing client base Must be proactive and self-starter Superior communication and interpersonal skills Compensation: High Commissions Bonus 401k Match Apply Now! The EMAC Group is an Executive Search Firm with clients such as Fed and State Charter Banks, IMBs, Credit Unions, and larger brokers, nationwide.

If you are looking for an organization that has established an outstanding reputation for quality products and services and where you are an important member of a professional team, then OneTrust Home Loans may be for you. We are recognized as a Fortune 5000 company offering conventional, FHA, VA, USDA, and jumbo financing, while boasting portfolio, construction, and structure finance lending divisions. Our focus on utilizing the latest technology to streamline the home loan process has made us a leader in our space. We really listen to our clients in order to anticipate their home financing goals and dreams. We're mortgage educators and financing strategists, providing detailed information and sound advice on mortgage options and industry trends. We focus our energies on a transparent and open communication loan process to close loans quickly. If our employees are successful, we are successful. Our goal is to provide them with the most current competitive tools and information possible. Employees and management listen, engage, and provide honest feedback to each other. Those who make outstanding contributions are recognized for their outstanding customer service and are eligible for key programs. In order to hire and retain employees who share our values of integrity, transparency, innovation, and greatness, we offer attractive employment packages, work-life balance, a wide range of training opportunities, and an innovative and exciting business culture. Service is everything! Position Summary The Wholesale Account Executive will be responsible for managing and growing relationships with wholesale clients including mortgage brokers and real estate professionals. Essential Duties and Responsibilities Create and implement sales strategy to achieve the established goals in the assigned territory. Manage a database of contacts for weekly email campaigns. Market OneTrust's products and programs to the mortgage and real estate community. Establish new relationships and sustain existing ones with licensed mortgage brokers. Educate and guide brokers through the loan submission process including training on loan submissions and fulfillment. Set clear expectations and provide understanding of the entire loan process including submissions, underwriting, locks, closing and funding. Provide continuous service support to mortgage brokers. Assist in resolving customer questions, issues, objections and educate customers about the escalation process. Serve as a liaison between brokers and the operations team. Communicate and collaborate with the operations team to ensure desired production outcomes and ensure proper customer service is delivered. The above functions are intended to describe the general nature and level of work performed by individuals assigned to this job. This is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of employees assigned to this job. Education and Experience: Sales and business development experience preferred. 3+ years mortgage experience. Knowledge, Skills and Abilities Excellent communication skills, both verbal and written. Excellent computer skills and working knowledge of Microsoft office products. Strong communication and interpersonal skills, and a high level of professional integrity. High level of professional integrity while maintaining a positive, helpful, and constructive attitude within work relationships. High level of customer service and attention to detail. Ability to maintain strong time management and organizational skills in a dynamic and changing environment. OneTrust Home Loans is an Equal Opportunity Employer CALIFORNIA JOB APPLICANT PRIVACY NOTICE REGARDING THE COLLECTION OF PERSONAL INFORMATION This Job Applicant Notice is designed to meet obligations under the California Privacy Act ("CPRA"), as amended by the California Consumer Privacy Act ("CCPA"), regarding how CalCon Mutual Mortgage, LLC collects and processes personal information during the application and recruitment process. This Job Application Notice solely applies to applicants of CalCon Mutual Mortgage, LLC who reside in the State of California. In the event of a conflict between any other CalCon Mutual Mortgage, LLC policy, statement, or notice and this Job Applicant Notice, this Job Applicant Notice will prevail as to California job applicants. Unless stated otherwise, CalCon Mutual Mortgage, LLC may collect personal information and use it for certain business purposes. Under the CPRA, "consumers" means California residents, including job applicants, employees, or contractors of a business. CalCon Mutual Mortgage, LLC will only process your personal information in accordance with the Company's Privacy Notice, unless otherwise required by applicable law. You can submit a request to ************************ regarding the Company's Privacy policy to know about the categories of data being collected, the purposes for which the data will be used and your rights to opt out.

Duties And Responsibilities The Account Executive ("AE") drives maximum growth, develops prospective accounts, and maintains loan production from active accounts. Duties Include Meet or exceed monthly and annual sales goals Develop detailed strategic sales plans to demonstrate how to grow business within assigned accounts or territory Identifies and qualifies opportunities, develops a pipeline of viable opportunities, and effectively manages the pipeline with the account team, including timely follow up of all leads and advancing leads through the selling process to close Provides accurate forecasts, customer, competitive, and market intelligence to management and business leadership and to the account team Understands and demonstrates an in-depth understanding of Programs, content, and solutions including the ability to articulate competitive differentiators and our value proposition Ability to identify and communicate effectively with executives or other high-level officials within a customer's organization Collaborate with other sales team members to secure new business, and provide input in conjunction with the account team on the development of Marketing plans and programs to maximize goals Other duties as assigned Qualifications Bachelor's degree or equivalent experience At least 2 years of proven experience generating new business sales, preferably in a business-to-business environment Skills Self-driven, motivated, and results-oriented with new business sales (or hunter) mentality Strong new business prospecting, selling, negotiating, and closing skills Strong verbal and written communication skills including the ability to present to an executive-level audience Ability to effectively partner and collaborate across teams Strong understanding and use of Strategic Selling techniques. Strong communication skills to confidently explain information and converse with customers/clients Organizational skills to effectively process all paperwork/products Self-confidence to take the initiative to approach potential customers/clients Achievement-motivated to work with Mortgage Corp. to set and surpass realistic goals

11 Mortgage is a dynamic lending community founded on customer centricity, and our Third Party Originations provide our customers with more home financing options. The Wholesale Account Executive Loan Officer is responsible for sourcing, building, and maintaining strong relationships with mortgage brokers through frequent travel and events to encourage business with 11 Mortgage. Ideal candidates for this position have a strong service-oriented mindset with prior sales experience, excellent communication skills, and proven knowledge of mortgage lending compliance and regulatory requirements. Essential Functions of the Role: Establish and maintain relationships through frequent travel with mortgage brokers and mortgage bankers to generate business referrals. Present loan products, pricing, point of contacts, and business model to prospective and existing customers. Educate brokers and banking partners on 11 Mortgage procedures to expedite underwriting, locking, and closing. Act as the mediator between external partners and 11 Mortgage operations. Extend the 11 Mortgage name through networking, conferences, and social media. Other duties as assigned. Essential Knowledge/SkillsAbilities: Strong communication skills Ability to build professional relationships Customer service oriented Proven ability to prioritize and multi-task Knowledge of local, state, and federal lending laws (TILA, RESPA, HMDA, etc.) Ability to adapt to market changes Knowledge of the mortgage loan process Minimum three years wholesale mortgage lending sales experience required. Education/Licensing Requirements: High school diploma or equivalent required. Some college preferred. Working Conditions: Fast-paced environment. Requires normal vision (corrected) both close and distant. Requires normal hearing levels (corrected). Requires working at a desk to use a phone and computer for extended periods of time. Requires sitting, bending. Works effectively with frequent interruptions. Lifting requirements of 10 lbs. occasionally. Frequent travel >50%. Along with a great culture and competitive pay, at Eleven Mortgage our full-time employees are eligible for additional benefits including: Medical, dental, and vision insurance Short-term and long-term disability 401k with a Company match Company-provided life insurance AND MORE!

The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. Description Our Environmental Underwriters on the Ironshore / Wholesale Distribution team are responsible for developing and growing our Combined GL/Pollution, Excess, CPL, and Site Pollution products with our wholesale broker partners. They contribute to maintaining a profitable, diversified book of business through effective underwriting decision making, mutually beneficial agent/brokers relationships, and application of underwriting tools, systems, and expert resources under limited supervision. This role is a hybrid position, 2 days a week in office or out with brokers and 3 days a week WFH. Responsibilities: * Underwrites Ironshore's Environmental Products including risk evaluation, structuring of policy terms and conditions, and pricing of insurance programs in accordance with company guidelines. * Develops and maintains professional relationships with target Wholesale brokers to generate a strong flow of business opportunities and renewal retentions. * Provides a high level of customer service through timely response to broker requests and deadlines and meets service standards regarding policy and endorsement issuance. * Develops internal relationships with other company divisions to drive cross marketing efforts. * Assists with guiding & mentoring less experienced underwriters in their respective area of expertise * Maintains well documented files. Qualifications * Degree in Business or equivalent typically required * A minimum of 7 years expected, typically 10 years or more, of progressive underwriting experience and/or other related business experience * Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility * Demonstrated ability to communicate complex analyses and information in understandable written and/or oral directives to other persons in the organization for underwriting or training purposes * Demonstrated effective communication and interpersonal skills in dealing with internal and external stakeholders * Must demonstrate comprehension of most complex technical underwriting issues and be capable of defining and implementing necessary underwriting and administrative processes/workflows to properly manage or administer those issues * Proven track record of developing and underwriting profitable business About Us As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are proud to support a diverse, equitable and inclusive workplace, where all employees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

The Associate Broker will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Roseville, CA, with a salary range of $70-$85k. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals. Requirements: Property & Casualty license is required. Minimum of 2 years of previous P&C wholesale insurance experience. Proficient in basic computer skills, such as Microsoft Office and agency management software. Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential. Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy. Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results. Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient. Team player with a strong work ethic and positive attitude. Qualifications: Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting. Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems. Processes renewals following agency procedures. Remarkets accounts identified for renewal marketing following agency procedures. Provides quotes to existing clients for additional lines of business as needed. Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures. Follows agency credit and collection procedures in invoicing and pursuing prompt payments. Manages cancellation processes according to agency standards, addressing both carrier and client request as received. Equal Employment Opportunity At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

At Amwins, we succeed together - and have a good time doing it. We know people don't leave companies. They leave cultures - which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs. First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders. Our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace that reflects the communities we serve. You will have the opportunity to volunteer within Amwins through a wide range of committees and in your community through the Amwins Foundation and Summer of Service. Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply. At Amwins, we win together - and have a good time doing it. Join Amwins Access - Admitted Placement Services as an Associate Broker! This is a full-time, in person position in our Roseville, CA office with a hybrid schedule (3 days in office per week required) once training is complete. Pursuant to California regulation, the compensation for this position is $68,640 to $70,000 annually, and includes eligibility for performance-based bonuses. The primary function of the Associate Broker is the marketing and placement of commercial lines business. The Associate Broker is responsible for placement of new business submissions and/or remarketing renewal accounts with relevant, competitive insurance carriers and binding the insurance coverage on behalf of Amwins' retail agencies. The Associate Broker leverages their understanding of the carrier landscape and respective underwriting appetites to determine available markets to help build a profitable book of business. To learn more about us, click here Amwins Access Admitted Placement Services We are looking for people with: * 1 year experience as support staff in an office environment or a Bachelor's degree from an accredited four-year university * Prior insurance experience is a plus! * Property and Casualty License or ability to earn a license within 90 days (cost reimbursed and study support provided by Amwins) * Excellent interpersonal communication, customer service mentality, and organizational skills * Outgoing personality who are quick to learn! * Excellent computer skills including typing proficiency, Microsoft Office proficiency with an emphasis in Excel spreadsheet Each Associate Broker provides vital team functions: * Market new business submissions and remarket renewal accounts with a customer-oriented focus * Build relationships with agencies and analyze accounts to prioritize and develop action plans * Utilize independent judgment and market knowledge to identify and evaluate risk on a case by case and book of business basis * Liaise with carrier personnel and retail agents daily to assist with placement, retention, and resolution of risks Snapshot of what Amwins provides to our team members: * Compensation includes a salary commensurate with experience * Annual bonus potential * Broad benefits package available * Most benefits available first day of employment * Medical, Dental, Vision, Life, etc. * Paternal Leave, Adoption Assistance, Travel Reimbursement for healthcare, Retail Discount Program, Scholarships for dependents of Amwins employees, etc. * Generous Paid Time Off and Company Holiday Schedule * Collaborative, continuing education focused work environment * Career advancement opportunities The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.