Job title:
Wholesale Account Executive
Job location:
United States or Canada
Requisition code:
Date posted:
Job type:
Full-Time
Compensation:
Commissioned
Job Classification
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Job Category:
Banking & Information Technology
Credit/Finance/Collections
Lending
Real Estate/ Mortgage
Location:
Job Description
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Job description:
Platinum Direct Capital Group is an established and recognizable VC and RE marketing and consulting company. PDCG Venture Capital and Commercial Real Estate division is fast becoming a leader in USA and Canada for VC and RE.
Interested in persons willing to work in the USA and Canada area
Job Description:
>Responsible for aggressive prospecting of new brokers and financial planers in assigned territory.
>Obtains approval packages for new mortgage brokers and financial planners.
>Responsible for soliciting new files and subscription forms from approved mortgage brokers and financial planners in assigned territory.
>Provide on-going service support to mortgage brokers and financial planners.
>Commuicates and trains mortgage brokers on PDCG products, policies and procedures to ensure all files and sub forms are complete and within guidelines; must maintain a minimum funding ratio of 10%.
>Actively manages the pipeline from origination to closing.
>Establishes and maintains an effective territory plan of attack for consistent mortgage broker contact and provides a written report of sales call activities to the sales manager.
>Attend meetings of local and state trade associations.
>Stay abreast of indices, market changes, and underwriting guideline changes so you may discuss the venture capital and commercial real estate market in an informed fashion.
Job Requirements
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Education, training, experience:
>High School diploma or equivelent. College degree preferred.
>Demonstrates sales ability and presentation skills.
>Strong communication, organization and time management skills.
>Minimum of 2 years experience in the financial , real estate or mortgage industry; preferably in a sales capacity.
>Articulate speaker with good interpersonal skills.
>Conduct outside sales calls to loan brokers to originate business.
>Review possible submissions and compare to current underwriting guidelines to ensure deals are within PDCG guidelines.
>Make sure broker is given accurate turn-times for all portions of the process from submission to funding.
>Ability to work under pressure and meet deadlines with minimal supervision.
>Ability to work evenings and/or weekends as necessary.
>Review of pipeline at a minimum of (3) three times per week to ensure deals are proceeding at an acceptable pace.
>Attend meetings of local and state trade associations.
>Establish a business plan; as well as daily, weekly, monthly and yearly goals.
Todd A Taylor.
CEO
Platinum Direct Capital Group
Wilmington Executives Offices
1521 Concord Pike (US 202) Suite 301
Wilmington, DE 19803
ttaylor19@gmail.com
778-861-9997
646-688-2310
www.brokerworld.ca