Account Executive

Founded in 2014 by it’s parent companies Wedgewood Inc. and HMC Assets LLC, CIVIC Financial Services is a well-capitalized lending-arm of the Wedgewood Companies.  CIVIC is a fast growing lender and plays a critical role in the vertically integrated real estate company located in North Redondo Beach.  Wedgewood is a buyer of distressed residential real estate and has completed more than 25,000 fix and flip transactions since its inception.  CIVIC was started to provide synergistic opportunities within the company and to fund business purpose and residential investment loans for real estate buyers and investors. 

The Account Executive is responsible for meeting specific loan production goals through the establishment of ongoing business relationships with mortgage brokers, real estate agents and investors located within the assigned territory.

What you'll do:
  • Works with Sales Manager and Marketing to identify all potential business sources and to meet loan volume goals within assigned territory.
  • Primary focus on driving sales, building and strengthening mortgage broker, realtor and investor relationships. 
  • Develops and maintains client data base for effective use of contact management tools and CRM.
  • Makes initial contact with mortgage brokers, realtors and investors to determine needs and qualifications.
  • Directs mortgage broker approval process, providing broker with all forms required to recommend approval.
  • Provides approved mortgage brokers with current rate sheets and underwriting guidelines, educates the broker as to pricing/program requirements, submission/documentation and approval criteria.
  • Pre-qualifies loan packages when broker requires assistance.
  • Works directly with investor/borrower to obtain initial documentation sufficient for submission to loan processing.
  • Monitors pipeline reports to determine status of all loans in assigned territory.
  • Works with Account Manager/Sales Assistant to keep broker informed of status on submitted loans.
  • Provides sales and technical training/support to brokers.
  • Applies knowledge of operations positions, functions and use of Ellie Mae/Encompass loan origination system.
What you'll need:
  • Minimum 5 years’ experience in mortgage origination, prefer 3 years in private/hard money space
  • NMLS license
  • College degree strongly preferred
  • Attention to detail
  • Initiative
  • Technical capacity
  • Organizational skills
  • Communication proficiency
  • Highly self-motivated and disciplined
  • Leadership and managerial skills
What's in it for you:
Wedgewood offers our team members a competitive compensation, 401K, and traditional benefits like medical, dental, and vision.  We also have many additional perks:
• Company Sponsored Outings: Past events have included sporting events, happy hours, parking lot BBQs, bowling and bocce ball tournaments, office theme parties, and more.
• In-house Investment Programs: Participate in the growth and profitability of the company through our in-house investment programs. We also offer home ownership & loan programs.
• Contribute to Your Community: Through our volunteer service, sustainable initiatives, charitable giving, and work with local universities, Wedgewood provides opportunities throughout the year for its employees to give back to the community for the greater good.
Wedgewood occupies 50,000 square feet in a state of the art headquarters in Redondo Beach, California and was named Company of the Year by the city in 2015. We also have multiple locations around the country. Wedgewood is an Equal Opportunity Employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. We look forward to hearing from you!

Check us out on The Muse.
Company: Civic Financial Services

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