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Account Manager - Mortgage Division

Company: Clever Real Estate
Location: Chula Vista
Posted on: November 12, 2021

Job Description:

Account Manager at Clever Real Estate (Mortgage Division)
Clever helps thousands of home sellers and home buyers each month navigate their real estate journey - and save thousands on fees.
Our team is growing fast: we're helping over 800 people every month buy and sell homes, and pacing to grow the team and company more than 3X in a single year.
As Clever continues to grow, we're looking to expand our team of Licensed Concierges: the salespeople who use our proprietary technology to help customers find great real estate agents, save on fees, and get support through their transaction.
As an Account Manager in Clever's Mortgage Division, you'll have the opportunity to get in on the ground floor of a new segment of Clever's business, where we team up with Mortgage Lender Partners to provide a world-class experience for their home buyers.
------ Note: Experience and Travel Requirements
This role requires (a) 2+ years of mortgage origination experience (b) willingness to spend up to 50% time on-site at a partner's office, or relocate for work.
Are you interested in Clever, but not sure if those requirements are right for you?
Submit an application and get in touch with our Recruiting Team. We have a range of Sales and Concierge Roles that are fully-remote and don't require a mortgage background. Our team will help determine what opportunities could be the right fit for your career goals.
What you'll do as an Account Manager

  • Help hundreds of home buyers navigate the buying process successfully, using Clever's proprietary technology to support with all aspects of their journey
  • Collaborate closely with loan officers and processors from one of Clever's Mortgage Lender Partners, learning to operate as an extension of their origination team
  • Represent Clever's brand with one of our Lender Partners, playing a key role in developing a strategic business relationship
  • Triage and resolve incoming tasks, problems and customer questions, keeping many stakeholders informed about a transaction
    Who you are
    • You have 2+ years' experience in mortgage origination, for example as a loan officer, loan partner, loan officer assistant, or processor
    • You sound great on the phone and love taking care of customers
    • You bring a positive attitude to work every day, and it shines through in your calls and relationships with coworkers
    • You're organized, task-oriented and have clear written communication
    • You love to learn, and always want to improve
    • You get excited about the opportunity to make an impact, getting in on the ground floor to grow a new channel or partnership
      Within one month you'll---
      • Attend daily training sessions with the team to make sure you're successful
      • Attend onboarding where you'll learn about all aspects of the business including sales, marketing, and engineering, while getting to meet your new team members
      • Gain a clear understanding of Clever's business model, and build a mental map of the types of customers who come to Clever
      • Get experience in all of the different roles on the sales team
      • Attend weekly 1:1s with a mentor to support your growth
        Within three months you'll...
        • Have developed a broad understanding of Clever's technology and sales processes
        • Have participated in a partnership launch with one of Clever's Mortgage Lender Partners: meeting their team, learning their processes, and likely spending 2-8 weeks on-site working in their office
        • Be able to watch how your customers are progressing, and see measurable improvement in your sales performance each month
        • Be involved in our planning process for new sales improvements
        • Have learned about Sales EQ how to apply it to your conversations
          Within 12 months you'll...
          • Have built lasting relationships with team members at Clever and on our Lender Partner's team
          • Have played a key role in growing a new strategic business partnership, helping create new processes for cross-team collaboration
          • Be an expert on the entire sales process at Clever
          • Be a real estate and investing expert
          • Help mentor and develop new team members
            Compensation & Benefits
            • On-Target Earnings: $80k - $120k
            • Health, Dental and Vision Benefits
            • 401k plan
            • 18 PTO days per year, plus 10 holidays
            • Opportunities for coaching, mentorship and employer-sponsored training
            • Collaborative, supportive team environment focused on personal growth and learning
              ------- Our Compensation Principles
              People Over Principles. We believe good principles lead to good outcomes. We measure the success of our HR approach by a simple standard: is our approach taking care of the people on our team? If it isn't, we step back and figure out how to change our processes and principles.
              Pay For Impact. We believe that team members' pay should reflect their impact on Clever's readers and customers - NOT factors that aren't related to impact, like: (a) geography, (b) tenure, (c) manager vs contributor status, (d) personal relationships with managers (e) any factor related to gender, sex, race, age, disability, and other protected personal characteristics.
              Team Over Individual. We believe that great teams are made up of people with different backgrounds, experiences, perspectives and passions. That's why we're committed to not only finding team members who are a great fit for each individual role, but who help us build a diverse and inclusive team as we grow.

Keywords: Clever Real Estate, Chula Vista , Account Manager - Mortgage Division, Executive , Chula Vista, California

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