Benefits
Medical
Dental
Vision
Basic Life & AD&D
Basic Life & AD&D
Matching 401(k)
Paid Time Off
Paid Holidays
Junior Account Executive (Non-QM Wholesaler)
Full Time • CA (Onsite)
Wholesale Mortgage Junior Relationship Manager
American Heritage Lending, LLC
Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.
Position Overview:
The Junior Relationship Manager builds and maintains relationships with clients and customers. They work to solve any challenges that the customers face, help them with sales opportunities, and observe the competition to see what strategies they are using. The most important part of being the Junior Relationship Manager is maintaining trusting relationships and making sure everyone is satisfied.
Essential Duties & Responsibilities include:
- Creates and enforces plans that meet the needs of customers
- Builds long-term relationships with clients
- Works quickly to address and resolve issues
- Becomes familiar with competitors and competitor strategies
- Helps promote and maintain a positive company image
- Understands customer needs and develops plans to address them
- Contributes to the overall positivity and profitability of the company
Experience & Minimum Qualifications (Skills, Knowledge & Abilities):
- Bachelor’s Degree preferred
- Minimum of 1-2 years' experience in customer service or sales experience
- Strong analytical, problem solving and decision-making skills to effectively resolve complex issues
- Demonstrate excellent written/verbal communications skills with all levels of the organization
- Superior customer service skills are a must
- Understanding of Customer Relationship Management (CRM)
- Knowledge of math and numbers
- Strong ability to work independently and as a team player
- Strong attention to detail and excellent research abilities
- Strong ability to organize, prioritize and multi-task
- Ability to think critically and respond to the time-sensitive needs of the client
- Initiative, drive, self-motivation, good judgement, and commitment to assuming roles of increasing responsibility
- Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs
Essential Mental & Physical Requirements:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
- Frequently required to sit, stand, kneel, stoop, or squat
- Use hands or fingers to handle or feel objects, tools, or controls
- Reach with hands and arms
- Talk or hear
- Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus
- Occasionally lift and/or move up to 25 pounds
- Ability to analyze situations logically to identify causes and draw solid conclusions
- Ability to anticipate the consequences of a situation
- Ability to modify one’s own behavior to meet expectations of others
- Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs
- Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing
Physical Demands:
The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment:
This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 25 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.
Job Classification:
- Non-Exempt
- Hourly
Location:
- Onsite- Office location- 19800 MacArthur Blvd., Ste 950, Irvine, CA 92612
Benefits:
- Medical
- Dental
- Vision
- Basic Life and AD&D
- Matching 401(k)
- Paid Time Off
- Paid Holidays
Why American Heritage Lending:
- We are a high-growth Company that doubled our staff in 2022
- Competitive Salary
- Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
- We are not impacted by the volatility of the interest rate
This Company describes its culture as:
Family-Accountability-Integrity-Teamwork-Have fun along the way
Start your career today with American Heritage Lending!
Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities
Compensation: $28.85 per hour
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
American Heritage Lending is a customer service-oriented lender in the Non-QM mortgage market. The company was founded by mortgage professionals with a long history of providing flexible solutions to borrowers who don’t fit the Qualified Mortgage space.
American Heritage Lending prides itself on providing superior service, and our experienced staff is here to help you every step of the way. Our highly trained Account Executives, Loan Brokers, and Loan Officers work with clients to structure loans and provide real solutions for difficult loans that were rejected by traditional lenders or Government automated underwriting methods.
This Company describes its culture as:
Family-Accountability-Integrity-Teamwork-Have fun along the way
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