Community Development Banking List
07-16-2008, 05:46 AM
Original message from: TFrye@OpportunityFinance.net
JOB ANNOUNCEMENT
Job Title: Wholesale Mortgage Account Executive
Supervisor: Executive Vice President, Financial Services, CLIO
Company Summary
Opportunity Finance Network is a national financial institution serving
a national network of community development financial institutions.
Opportunity Finance Network also offers consulting, training, policy,
and other services. Opportunity Finance Network's mission is to lead the
community development finance system to scale through capital
aggregation, policy, and capacity building. For more information, visit
www.opportunityfinance.net.
Position Summary and Essential Functions:
Primary responsibilities include retention and account management for
mortgage originators and originators of other financial services
products offered by the Opportunity Finance Network in conjunction with
its work with Opportunity Mortgage Network (OMN). The Account Executive
will assist the Executive Vice President, Financial Services in efforts
to re-build and implement a new origination infrastructure and systems
and deliver resources and technical assistance to OMN originators. The
Account Executive will focus on supporting the implementation of energy
efficient mortgage products in identified markets.
Responsibilities:
1. Support, retain and manage a network of up to 30 mortgage
originators as well as originators of other real estate based financing
products and increase their loan pipeline and production.
2. Coordinate, deliver training and on-site support for loan product
intake, qualification, processing and all parts of the origination
process for OMN and affiliated members.
3. Support, improve and deliver a pipeline of energy efficient
mortgage products, as they are made available initially in identified
northeastern states and then in other states as the program expands.
4. Support originators knowledge and successful use of the loan
origination system technology provided by OMN and other lenders and
investors as it relates to proper qualifying of applicants.
5. Coordinate delivery to and implementation by originators of
marketing and lead generation materials and support a seamless and RESPA
compliant system of loan referrals from nonprofit counseling and energy
support programs and organizations to OMN members and affiliates.
6. Serve as primary customer service liaison for originators as it
relates to loan products usage and support correspondent relations with
originators to achieve the best possible results.
7. Manage all aspects of communication with originators.
8. Provide technical assistance to originators as requested.
9. Solve problems in an expedient and efficient manner to the
satisfaction of the originators
10. Collect and manage a database of resources and information that
advance the business interest of originators
Education and Experience:
1. Bachelor's Degree or 9 years work experience required; MBA or
graduate degree a plus
2. Lending certified and/or licensed professional preferred
3. 5+ years professional experience in financial services account
management required; experience with rehabilitation and/or energy
lending a requirement; wholesale mortgage experience preferred;
4. Significant experience (3+yrs) in account management and customer
service required
5. Strong financial and analytical experience required
6. Experience in or with loan counseling services is preferred
7. Experience working with both nonprofits and for-profits is a plus
Knowledge, Skills, Abilities, and Physical Requirements:
1. Proficient with Mortgage Origination software system(s) and MS
Office Products/Internet, including Word, Excel and related software
2. Supervisory expertise with mortgage loan officers and/or mortgage
loan brokers required
3. Demonstrated leadership ability required
4. Entrepreneurial approach to lending a line of business required
5. Financial, market, and qualitative analysis skills required
6. Ability to work independently or in team environment as required
7. Ability to manage multiple tasks under minimal supervision in
effective and efficient manner
8. Ability to set priorities and delegate tasks effectively required
9. Superior organizational skills required with ability to pay close
attention to detail
10. Superior customer service/account management skills required
11. Superior written and verbal communication skills required
12. Superior interpersonal skills and ability to work well with diverse
constituents is required
13. Moderate to substantial travel required (20 - 50% of time)
14. Knowledge of and commitment to community development preferred
15. No extraordinary physical requirements beyond ability to travel.
16. Job involves normal physical requirements for an office position.
EOE/ADA Compliant
Compensation
Commensurate with experience. Opportunity Finance Network offers
competitive salaries as well as a generous leave and benefits package.
Benefit Packages include:
o Life/AD&D Insurance, Short Term Disability and Long Term Disability
Insurance
o Voluntary Supplemental Life and Accidental Death and Dismemberment
Insurance, Supplemental Spouse and Dependent Life Insurance
o Voluntary Aflac gap insurance plans (Personal Accident, Health and
Long Term Care Insurance)
o Medical/Dental/Vision Plans
o 403(b) Plan
o Flexible Spending Accounts
o Commuter Benefits
o Generous Paid Time Off Benefits, Paid Holidays
To Apply
Please submit a letter of interest along with your resume and salary
requirement to:
Search - Financial Services
Opportunity Finance Network
620 Chestnut Street, Suite 572
Philadelphia, PA 19106
Or by e-mail to: resume_financialservices@opportunityfinance.net
Opportunity Finance Network is an equal opportunity employer. Women and
Minorities are strongly encouraged to apply. EOE/ADA
Thanks,
Tammi
Tamara Frye
Associate, Human Resources
Opportunity Finance Network
620 Chestnut Street
Suite 572
Philadelphia, PA 19106
tfrye@opportunityfinance.net <mailto:tfrye@opportunityfinance.net>
215-320-4340
Secure Fax 215-320-4357
The 2008 Opportunity Finance Network Conference
Opportunity NOW. It's a New Era.
December 9-12th - Albuquerque, New Mexico
Save the Date!
<http://www.opportunityfinance.net/knowledge/conference_resource_center/ ('http://www.opportunityfinance.net/knowledge/conference_resource_center/')
08/default.aspx?id=3344>
JOB ANNOUNCEMENT
Job Title: Wholesale Mortgage Account Executive
Supervisor: Executive Vice President, Financial Services, CLIO
Company Summary
Opportunity Finance Network is a national financial institution serving
a national network of community development financial institutions.
Opportunity Finance Network also offers consulting, training, policy,
and other services. Opportunity Finance Network's mission is to lead the
community development finance system to scale through capital
aggregation, policy, and capacity building. For more information, visit
www.opportunityfinance.net.
Position Summary and Essential Functions:
Primary responsibilities include retention and account management for
mortgage originators and originators of other financial services
products offered by the Opportunity Finance Network in conjunction with
its work with Opportunity Mortgage Network (OMN). The Account Executive
will assist the Executive Vice President, Financial Services in efforts
to re-build and implement a new origination infrastructure and systems
and deliver resources and technical assistance to OMN originators. The
Account Executive will focus on supporting the implementation of energy
efficient mortgage products in identified markets.
Responsibilities:
1. Support, retain and manage a network of up to 30 mortgage
originators as well as originators of other real estate based financing
products and increase their loan pipeline and production.
2. Coordinate, deliver training and on-site support for loan product
intake, qualification, processing and all parts of the origination
process for OMN and affiliated members.
3. Support, improve and deliver a pipeline of energy efficient
mortgage products, as they are made available initially in identified
northeastern states and then in other states as the program expands.
4. Support originators knowledge and successful use of the loan
origination system technology provided by OMN and other lenders and
investors as it relates to proper qualifying of applicants.
5. Coordinate delivery to and implementation by originators of
marketing and lead generation materials and support a seamless and RESPA
compliant system of loan referrals from nonprofit counseling and energy
support programs and organizations to OMN members and affiliates.
6. Serve as primary customer service liaison for originators as it
relates to loan products usage and support correspondent relations with
originators to achieve the best possible results.
7. Manage all aspects of communication with originators.
8. Provide technical assistance to originators as requested.
9. Solve problems in an expedient and efficient manner to the
satisfaction of the originators
10. Collect and manage a database of resources and information that
advance the business interest of originators
Education and Experience:
1. Bachelor's Degree or 9 years work experience required; MBA or
graduate degree a plus
2. Lending certified and/or licensed professional preferred
3. 5+ years professional experience in financial services account
management required; experience with rehabilitation and/or energy
lending a requirement; wholesale mortgage experience preferred;
4. Significant experience (3+yrs) in account management and customer
service required
5. Strong financial and analytical experience required
6. Experience in or with loan counseling services is preferred
7. Experience working with both nonprofits and for-profits is a plus
Knowledge, Skills, Abilities, and Physical Requirements:
1. Proficient with Mortgage Origination software system(s) and MS
Office Products/Internet, including Word, Excel and related software
2. Supervisory expertise with mortgage loan officers and/or mortgage
loan brokers required
3. Demonstrated leadership ability required
4. Entrepreneurial approach to lending a line of business required
5. Financial, market, and qualitative analysis skills required
6. Ability to work independently or in team environment as required
7. Ability to manage multiple tasks under minimal supervision in
effective and efficient manner
8. Ability to set priorities and delegate tasks effectively required
9. Superior organizational skills required with ability to pay close
attention to detail
10. Superior customer service/account management skills required
11. Superior written and verbal communication skills required
12. Superior interpersonal skills and ability to work well with diverse
constituents is required
13. Moderate to substantial travel required (20 - 50% of time)
14. Knowledge of and commitment to community development preferred
15. No extraordinary physical requirements beyond ability to travel.
16. Job involves normal physical requirements for an office position.
EOE/ADA Compliant
Compensation
Commensurate with experience. Opportunity Finance Network offers
competitive salaries as well as a generous leave and benefits package.
Benefit Packages include:
o Life/AD&D Insurance, Short Term Disability and Long Term Disability
Insurance
o Voluntary Supplemental Life and Accidental Death and Dismemberment
Insurance, Supplemental Spouse and Dependent Life Insurance
o Voluntary Aflac gap insurance plans (Personal Accident, Health and
Long Term Care Insurance)
o Medical/Dental/Vision Plans
o 403(b) Plan
o Flexible Spending Accounts
o Commuter Benefits
o Generous Paid Time Off Benefits, Paid Holidays
To Apply
Please submit a letter of interest along with your resume and salary
requirement to:
Search - Financial Services
Opportunity Finance Network
620 Chestnut Street, Suite 572
Philadelphia, PA 19106
Or by e-mail to: resume_financialservices@opportunityfinance.net
Opportunity Finance Network is an equal opportunity employer. Women and
Minorities are strongly encouraged to apply. EOE/ADA
Thanks,
Tammi
Tamara Frye
Associate, Human Resources
Opportunity Finance Network
620 Chestnut Street
Suite 572
Philadelphia, PA 19106
tfrye@opportunityfinance.net <mailto:tfrye@opportunityfinance.net>
215-320-4340
Secure Fax 215-320-4357
The 2008 Opportunity Finance Network Conference
Opportunity NOW. It's a New Era.
December 9-12th - Albuquerque, New Mexico
Save the Date!
<http://www.opportunityfinance.net/knowledge/conference_resource_center/ ('http://www.opportunityfinance.net/knowledge/conference_resource_center/')
08/default.aspx?id=3344>