money management executive careers
Search MME Archives
Home Fund Sales Data Calendar Current Issue of MMExecutive Industry Links
FEATURED JOBS
Sales Support Associate-PALO ALTO
Sr. Analyst – Finance/Tax Finance & Accounting
Outstanding Writer and Marketing Specialist
Manager, Marketing & Client Services Enterprise Services
Product Manager - DerivSERV
Analyst - Sr. Analyst Asset Management
Associate (Internal Wholesaler)
VP, National Accounts Defined Contribution / Retirement Sales Sales
Product Management Associate--Global Fixed Income
Compliance Analyst / Process Specialist
Job Title Broker Relationship Rep I
Ref Code PROD-1326MUT
Last Updated 1/10/2010
Description
We are delighted that you have chosen to explore the career opportunities available with EverBank.

POSITION SUMMARY: Provides inside sales support and customer service for all brokers and account executives. Answers questions and provides training to brokers about loan programs, pricing, website usage, scenarios, and Wholesale process. Manages pipeline with account executive through use of daily reports to ensure loans are active, moving toward closing and rates are locked per policy.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

1. BROKER SUPPORT (30%)

  •   Provide support to approved Brokers on how to work with Wholesale tools and processes efficiently (i.e. complete loan packages, internal workflow, website, AU.

  •   Educates the brokers on the use of pricing scenario tools, assists with rate locks and status, and how to handle expirations/extensions.

  •   Assists account executives in training the brokers about products and procedures.

    2. AE SUPPORT (20%)

  •   Communicates with brokers when Account Executives are not available, acting as liaison to branch operations in resolution of problems.

  •   Supports AE's with sales calls and presentations. Conducts regular outbound calls to brokers to gather key data.

  •   Processes broker approval packages from assigned AE's.

  •   Generally expected to work with 4 AE's

    3. PIPELINE MANAGEMENT (50%)

  •   Manages daily pipeline report, calls out on loan status (i.e. locks expiring, loans not yet received, conditions not yet received. Initiates loan termination after 60 days of inactivity

    KNOWLEDGE, SKILLS AND ABILITIES:

  •   High School Diploma required, College preferred

  •   BRR I requires 2 years of mortgage experience. Underwriting or senior processing experience a plus

  •   Knowledge of all offerings including products, web initiatives, marketing related support

  •   Customer service, sales focus, problem resolution and handling

    ADDITIONAL DESIRABLE QUALIFICATIONS:

    Must be highly organized and recognized for providing highest levels of customer service.

    JOB REQUIREMENTS: Note: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified, and they may change at any time.

    Please be sure to mark our "careers" page as a favorite place on your computer and visit often. We update it any time a position opens or closes, meaning that it is updated most weekdays.

    EverBank is an equal opportunity employer. No employee or applicant for employment will be discriminated against because of race, color, religion, national origin, physical or mental disability, age, gender, sexual orientation, veteran's status, or status as a disabled veteran or veteran of the Vietnam era.

  • Qualifications
    Company Description
    To apply for this position, please copy and paste the following link into your browser address bar:

    http://everbank.contacthr.com/14903017

    Job Category Finance
    Location Texas
    To apply for this job, please follow the instructions contained in the listing. If links are broken, please contact us.
    Send this job to a friend, by clicking here

    Employer Login       |       Contact Us      |       Customer Service       |       Terms & Conditions       |       Privacy Policy
    SourceMedia ©MMExecutive, Source Media, Inc. and D.M.R., Inc. All rights reserved.
    Use, duplication, or sale of this service, or data contained herein, is strictly prohibited.