Account Manager
The successful candidate will support the efforts of their assigned Regional Team Leader(s) and their clients by developing new and maintaining existing relationships within the designated territory in Southern part of Idaho. They will promote the sale of National MI products, services and programs to customers and prepare and deliver presentations to prospective and current customers via effective sales techniques and using company marketing and communication resources and tools as appropriate.
The Sales Account Representative will work in a team environment and will support all sales staff and the needs of all lending customers. As such, team work, flexibility and the ability to develop and share best practices will be necessary traits of a successful candidate. Sales Account Representatives' work hours will align with their Regional Team Leader(s) assignments and will be regionally based. This position will support the Regional Team Leader's initiatives as directed by the Regional Managing Director and will manage the relationships of specific clients in territories as directed.
The Sales Account Representative will serve as a customer advocate and deliver full-service loan issue resolutions while simultaneously creating and implementing process improvements. This position will manage customer communications including the compilation and distribution of key reports and will arrange and facilitate customer meetings, including education and training sessions.
The Sales Account Representative will assist the Regional Team Leader in sourcing new business from originators on an ongoing basis and submit required documentation for approval with National MI. This position will develop a proficient understanding of our internal technology and processes in order to educate and train originators on National MI policies, and loan file submissions in accordance with company guidelines and partner with operations to obtain sufficient and complete documentation from originators in order to effectively manage our sales pipeline.
Essential Job Duties & Responsibilities
- Establishes, develops and maintains business relationships with current customers and prospective customers in the assigned territory/market segment to generate new business for the organization's products/services.
- Makes telephone calls and in-person visits and presentations to existing and prospective customers.
- Researches sources for developing prospective customers and for information to determine their potential.
- Develops clear and effective written proposals/quotations for current and prospective customers.
- Expedites the resolution of customer problems and complaints.
- Coordinates sales effort with marketing, sales management, accounting, logistics and technical service groups.
- Analyzes the territory/market's potential and determines the value of existing and prospective customer's value to the organization.
- Creates and manages a customer value plan for existing customers highlighting profile, share and value opportunities.
- Identifies advantages and compares organization's products/services.
- Plans and organizes personal sales strategy by maximizing the Return on Time Investment for the territory/segment.
- Supplies management with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
- Keeps abreast of product applications, technical services, market conditions, competitive activities, advertising and promotional trends through the reading of pertinent literature and consulting with marketing and technical service areas.
- Participates in trade shows and conventions.
Essential Worker Competencies
- Two to four years direct sales or account management with relevant experience.
- In lieu of direct sales experience, candidate should possess a minimum of three to five years client relationship management experience or National MI operational experience in mortgage operations, sales, or underwriting.
- Previous Retail, Wholesale and/or Correspondent lending experience is preferred.
- Strong presentation skills are required as are keen analytical and problem solving skills.
- Bachelors' degree from an accredited university or college.
- Knowledge of all aspects of the mortgage origination process including pricing, underwriting, closing, and compliance.
- Proven relationship management meeting facilitation experience required. - CRM (Salesforce.com or other) experience.
- Personable and well-presented over the phone and via email.
- Reliable, organized and consistent.
- Takes pride in his/her work (sense of ownership).
- Proficient in the use of Microsoft Office applications.
- Valid Driver's License required for travel to job sites, client and vendor locations within the United States.
- Appropriate state license(s) to market mortgage insurance products in the assigned territory. This license can be obtained upon joining the company.
- 80% Travel is required.
National MI is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the National MI to comply with all applicable laws concerning the employment of persons with disabilities.