Account Executive

Date Posted: 1/14/2020

Position Summary

Navesink Mortgage Services LLC is seeking SaaS Account Executives to join our team. In this role, the Account Executive will directly manage customer relationships and will develop strategies to enhance relationships within assigned territories. Our team of Account Executives will be one of the biggest forces behind our client’s growth and achievements, working diligently to create long term relationships with financial/mortgage partners to help grow their business offerings. This is a unique opportunity to leverage your industry knowledge and to offer unparalleled client service.

Job Responsibilities:

> Acquire new prospected clients via face-to-face, phone, and email communications

> Manage customer relationships and develop strategies to enhance relationships within assigned territories

> Network and prospect for new clients and identify opportunities to cultivate new client relationships

> Work with VP, National Sales and Sales Directors to forecast monthly/annual production

> Partner with operations staff to ensure processes are completed in a timely manner

> Provide world-class customer service to all customers

> Take pride and initiative at remaining up-to-speed on current company product offerings.

> Represent the organization at local, state, and national conferences

> Ability to travel as needed up to 50%

> Monitoring the performance of accounts in your pipeline

> Building and managing a strong pipeline of prospects in order to meet and exceed sales goals

> Represent the organization in a professional manner at all times

Required Qualifications:

> 2+ year (s) of experience in mortgage sales as loan officer, mortgage banker or account executive

> Minimum of 1+ year(s) of relationship-based sales

> 1+ year of SaaS experience, preferably in a sales capacity

> Proven success in building business relationships

> Confident communication skills and professionalism over the phone and face to face with the ability to thrive in a true “client-facing” capacity

> Previous experience in a business to business sales model

Customer Support Specialist

Date Posted: 1/14/2020

Location: Addison, TX

Position Summary

Privately held technology firm is seeking a Customer Support Specialist. As an employee of Navesink Mortgage Services, LLC, the LoanBeam (www.loanbeam.com) Customer Support Specialist (located in Addison, TX) will be responsible providing our mortgage system users with resources and solutions throughout the client’s lifecycle. The goal is to provide individual guidance based on their request for assistance that is helpful, simple, and reliable for maximum use of our LoanBeam platform.

Job Responsibilities:

> Provide customer support via Phone, Email and Chat on Mortgage-Product related inquiries.

> Interact directly with our technical team to communicate, understand, and resolve issues that the customer is facing, and anticipate future needs.

> Use a data-driven approach to analyzing customer feedback & issues, and collaborate with stakeholders to help design solutions.

> Manage and optimize the process to track, manage, and resolve customer issues.

> Actively contribute to a knowledge base

The ideal candidate will possess:

> Excellent communication skills, both verbal and written.Ability to interact effectively with various levels within the organization.

> 1-2 years of experience working in Customer Support environment.

> Previous experience in mortgage servicing, mortgage processing or banking is required.

> Ability to learn new products and systems.

> Strong analytical and critical thinking skills with the ability to identify issues and effectively communicate findings.

> Ability to work in a professional, fast-paced environment.

> Solid computer skills with proficiency with Microsoft Office (Outlook, Word, and Excel).

> Experience with Customer Support / Helpdesk software (Salesforce Service Cloud, Zendesk, etc.) preferred but not required.

> Confidentiality: Must be able to safeguard sensitive information.

Required Qualifications:

> 2+ year (s) of experience in mortgage sales as loan officer, mortgage banker or account executive

> Minimum of 1+ year(s) of relationship-based sales

> 1+ year of SaaS experience, preferably in a sales capacity

> Proven success in building business relationships

> Confident communication skills and professionalism over the phone and face to face with the ability to thrive in a true “client-facing” capacity

> Previous experience in a business to business sales model