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Regional Account Executive, Wholesale Sales

Job ID: 1002982
Company: Liberty Reverse Mortgage

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Job Description

Position Summary:

Under the supervision of the Vice President of Wholesale and Correspondent Sales, this position will be responsible for developing and leading production efforts with a national book of mortgage brokers, bankers and correspondents across the nation who are actively involved with Reverse Mortgages or interested in doing so. The ability to cultivate and development customer relationships along with maintaining an ongoing commitment to business development are a must.

Job Functions and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Develop strong relationships with mortgage companies, banks and credit unions to position Liberty as the standard in reverse mortgage lending
  • Responsible for the conveyance of Liberty's value proposition to all partners
  • Build and cultivate relationships by initiating communications and conducting follow-up communications to move opportunities through the sales funnel
  • Demonstrate sales skills and product knowledge in all areas to create effective partnerships with clients
  • Manage client and prospect relationships to maximize all opportunities and optimize market share in all business verticals offered by Liberty, PHH Mortgage, Ocwen and our subsidiaries
  • Develop a database of qualified leads through referrals, telephone canvassing, face to face cold calling on external business owners, direct mail, email, and networking
  • Maintain accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities within their assigned territory, including the use of Salesforce (CRM) to maintain accurate records to maximize territory potential.
  • Adheres to all company policies, procedures and business ethics codes
  • Maintain contact with all clients in the market area to ensure high levels of Client Satisfaction
  • Work directly with supporting departments to address inquiries on existing opportunities and expedite partner related issues through verbal or written communications
  • Represent the organization at various local and national tradeshow events


To perform this job successfully, an individual must have the following education and/or experience:

  • High School diploma, GED or military equivalent
  • Two plus years of experience in the mortgage industry, specifically in Reverse Wholesale or in a similar B2B sales role
  • Proven success prospecting and developing a book of new Reverse Mortgage partners
  • Proven ability to develop positive influential working relationships with clients and teammates across the company
  • Demonstrates the ability to gather, submit detailed business information for credit underwriting, pricing, and presentation of solutions to identified prospects' business problems.
  • Demonstrate ability to interact and cooperate with all company employees.
  • Ability to build trust, value others, communicate effectively, drive execution, foster innovation, focus on the client, collaborate with others, solve problems creatively and demonstrate high integrity
  • Willingness to travel and work in a national team of professionals
  • Proven ability to achieve and succeed sales objectives
  • Must be able to identify and assess changes in client's business strategy, market penetration and financial stability to recognize business opportunities and potential risk issues
  • Proficient in Microsoft Office (Word, Excel, PowerPoint and Outlook), ability to use Encompass preferred

Training / Licensing Requirements:

  • Must pass the Company's Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable.

About Us

Company: Liberty Reverse Mortgage

Who We Are

Liberty Reverse is one of the largest and most experienced reverse mortgage lenders in the U.S. For over fifteen years, we've delivered education, home equity solutions, and personal care to over 60,000 senior homeowners and over 1,000 mortgage partners. Headquartered in Rancho Cordova, CA, Liberty provides reverse mortgage solutions including Home Equity Conversion Mortgages (HECM) and proprietary reverse mortgage loans to retail consumers, wholesale, and correspondent partners.

Our Culture

Liberty Reverse was recently named one of the Best Mortgage Companies to Work for by National Mortgage News for 2019. When you join Liberty, you join a culture which is Vibrant, Inclusive and Cares for you and your community. Every day, we strive to foster a culture where all our team members are respected, valued and empowered. Liberty employees are passionate about customer service, committed to teamwork and dedicated to success. The atmosphere is fast-paced and challenging - and there are plenty of opportunities to grow your career, whether you're pursuing management, learning multiple disciplines and/or becoming a subject matter expert in your field. We believe in empowering our employees to explore new ideas, take initiatives for change, and continuously improve our performance. And, as part of the Liberty family, you'll build long-term relationships in your career here.

Ocwen is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know.

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