Wholesale Mortgage Junior Relationship Manager

American Heritage Lending, LLC

Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.

Position Overview:

The Junior Relationship Manager builds and maintains relationships with clients and customers. They work to solve any challenges that the customers face, help them with sales opportunities, and observe the competition to see what strategies they are using. The most important part of being the Junior Relationship Manager is maintaining trusting relationships and making sure everyone is satisfied.

Essential Duties & Responsibilities include:

Creates and enforces plans that meet the needs of customers

Builds long-term relationships with clients

Works quickly to address and resolve issues

Becomes familiar with competitors and competitor strategies

Helps promote and maintain a positive company image

Understands customer needs and develops plans to address them

Contributes to the overall positivity and profitability of the company

Experience & Minimum Qualifications (Skills, Knowledge & Abilities):

Bachelor’s Degree preferred

Minimum of 1-2 years' experience in customer service or sales experience

Strong analytical, problem solving and decision-making skills to effectively resolve complex issues

Demonstrate excellent written/verbal communications skills with all levels of the organization

Superior customer service skills are a must

Understanding of Customer Relationship Management (CRM)

Knowledge of math and numbers

Strong ability to work independently and as a team player

Strong attention to detail and excellent research abilities

Strong ability to organize, prioritize and multi-task

Ability to think critically and respond to the time-sensitive needs of the client

Initiative, drive, self-motivation, good judgement, and commitment to assuming roles of increasing responsibility

Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs

Essential Mental & Physical Requirements:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Frequently required to sit, stand, kneel, stoop, or squat

Use hands or fingers to handle or feel objects, tools, or controls

Reach with hands and arms

Talk or hear

Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus

Occasionally lift and/or move up to 25 pounds

Ability to analyze situations logically to identify causes and draw solid conclusions

Ability to anticipate the consequences of a situation

Ability to modify one’s own behavior to meet expectations of others

Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs

Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing

Physical Demands:

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment:

This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 25 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.

Job Classification:

Non-Exempt

Hourly

Location:

Onsite- Office location- 19800 MacArthur Blvd., Ste 950, Irvine, CA 92612

Benefits:

Medical

Dental

Vision

Basic Life and AD&D

Matching 401(k)

Paid Time Off

Paid Holidays

Why American Heritage Lending:

We are a high-growth Company that doubled our staff in 2022

Competitive Salary

Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more

We are not impacted by the volatility of the interest rate

This Company describes its culture as:

Family-Accountability-Integrity-Teamwork-Have fun along the way

Start your career today with American Heritage Lending!

Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities