[Hiring] Account Executive @SERVION INC

Role Description

The TPO Account Executive (AE) is responsible for marketing and selling all Servion financial products and services to Credit Unions and other clients. The AE will be responsible for prospecting and developing new accounts, while meeting and exceeding expectations of the Credit Unions and their memberships in all aspects of the company operations. This position is responsible for developing new and existing credit union relationships in addition to communicating and selling products/services. The AE must monitor current market trends to determine optimal communication methods and selling techniques based on the needs of Credit Union and other Servion clients. The position requires personal contacts to occur on a regular and frequent basis with Credit Union representatives across all levels of their organization for the purpose of obtaining information or resolving problems or concerns. Contacts are also required with internal management of Servion for the purpose of sharing or providing information and responding to inquiries for a variety of issues that may arise. The AE must thoroughly understand and weigh client requests and choose the proper course of action. The AE's work is periodically reviewed for results.

Qualifications

• Must have a thorough knowledge of all Servion Business Units with a focus on Mortgage, Realty and Title.
• Maintain up-to-date knowledge of industry trends and government regulations.
• Proven excellent reporting, letter preparation, group presentation and other related communications skills.
• Ability to establish and maintain effective working relationships with executives, managers, employees, and vendors.
• Ability to perform research to determine credit union needs and communicate results to appropriate sources.
• Ability to conduct seminars, presentations, and meetings to demonstrate the value of products and services to prospective and current clients.
• Maintain a current knowledge of accounting, compliance or other policies, procedures, guidelines, and current standards.
• Ability to develop quality mortgage leads and establish relationships with clients.
• Staying current on company offerings and industry trends.
• Building long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience.

Requirements

• Minimum High School Diploma or Four-year College Degree in business or a related field preferred. An equivalent combination of education and experience may be a substitute.
• Minimum of two years of mortgage-related experience required.
• Two years of mortgage sales experience strongly preferred.
• No licenses or certifications required.

Benefits

• Medical Insurance
• Telehealth Services
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short-term Disability
• Long-term Disability
• Legal and Identity Theft Protection
• Critical Illness Insurance
• Hospital Insurance
• Accident Insurance
• Participation in 401k Plan with up to 5% company match
• Variable Bonus Pay

Company Description

The Servion Group has provided a salary range that represents its good faith estimate of what the company may pay for the position at the time of posting. The specific salary offered will be determined based on factors such as the qualifications of the selected candidate, departmental budget, internal salary equity considerations, and available market information.