Mortgage Account Executive – Milwaukee – 608

Who We Are

Bankers Recruiting Bankers – The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago.  Our nationally unique value proposition centers around providing the very best available banking talent to our valued clients…from a banker’s perspective.  In fact, most of our recruiters are former bankers themselves! We know banking and how to evaluate the very best banking talent available in the market.  Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill a Mortgage Account Executive role in the greater Milwaukee, WI market. The successful candidate will be responsible for researching and identifyng high producing third party referral partners that can deliver quality residential loan products to the client. In addition, this role must maintain quality standards through proper loan review, attention to detail, and completion of all required steps in a timely and efficient manner. The Mortgage Account Executive works independently and uses their judgment and knowledge to identify and develop relationships with prospects.

The position includes a generous compensation / w forgivable draw and excellent benefits package.

Mortgage Account Executive responsibilities include:

  • Identifying potential business partner opportunities within Account Executive’s authorized territory with whom the Client wishes to enter into a strategic partnership, identifing and contacting key partner personnel and other referral sources, associations and strategic alliances.
  • Contacting, soliciting and making presentations to such partners (primarily in person at the partner’s place of business) regarding various loan programs, obtaining commitments and agreements with partners at such presentations to enter into referral lending arrangements with the Client and engaging in other promotional activities in conjunction with these activities.
  • Providing the partner with initial and ongoing on-site training, updates and information regarding the Client’s loan programs, loan guidelines, and loan processing and closing systems, technologies and practices.
  • Regularly visiting partners to obtain additional referrals and commitments for, and submission of, new loan applications.
  • Anticipating and responding to loan-level and systematic questions or concerns the referral partner may have with respect to the Client’s services or loan programs; and escalating such matters in accordance with the guidelines and instructions provided by Management.
  • Promoting and maintaining a positive work atmosphere by behaving and communicating in a manner consistent with professional standards to get along with members, co-workers, management and vendors.
  • Ensuring adherence to company policies and procedures and Client Regulations.
  • Identifying process improvements and workflow enhancements.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • Bachelor’s degree in finance or business administration preferred
  • Three or more years of related experience at a credit union, bank or other financial institution.
  • Strong communication, interpersonal, organizational and analytical skills.
  • Detailed knowledge of secondary market guidelines.
  • Complies with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS.
  • Heavy travel required.
  • Knowledge of current word processing and spreadsheet computer software.

The next step is yours.  Email us your current resume along with the position you are considering to: