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Senior Client Specialist, Broker Direct
PennyMac
Westlake Village, CA, United States
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Job Description
Responsible for cultivating new and assisting existing PennyMac wholesale mortgage clients. Build and maintain relationships with Mortgage Brokers, Community Banks and Credit Unions for PennyMac Broker Direct Channel. Develop long-term relationships with prospects and clients to arrange in person appointments for Market Sales Managers in addition to addressing inbound leads and inquiries.
• Develop prospective accounts and manage all business opportunities
• Operate as a key point of contact for Brokers, Community Banks and Credit Unions
• Meet loan production goals through proactive and responsive telephone presentations and pipeline management activities
• Source new brokers on an ongoing basis through PennyMac sales and contact pipeline
• Counsel new and existing clients on mortgage loan solutions
• Facilitate instruction of online broker applications
• Build and maintain strong relationships with premier mortgage brokers
• Support client accounts products and pricing to provide the best loan solution for their customers
• Facilitate broker submissions of loan packages
• Manage pipeline and meet or exceed production goals
• Monitor ongoing performance of brokers
• Perform other related duties as required and assigned
• Demonstrate behaviors which are aligned with the organization’s desired culture and values
Preferred Qualifications
SKILLS & ABILITIES REQUIRED
• Wholesale mortgage lending experience, developing supporting and maintaining mortgage brokers, banks and/or credit unions
• Demonstrated competency in meeting customer service standards
• Ability to work in a dynamic and fast paced environment
• Ability to work both independently and as a team player
• Passion, great communication skills, self-motivation, positive attitude and competitive spirit
• Strong oral and written communication skills
• Strong presentation and sales skills with the ability to apply them via telephone
• Strong organizational skills
• Ability to multi task
• PC proficiency, with knowledge of MS Office tools, loan origination software and loan servicing software
• 4 Year college degree (Bachelor) or equivalent work experience
• Minimum Years of Experience 3+