BPL Account Executive - Valere Commercial

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

About Valere Commercial:

Part of the CrossCountry family of companies, Valere Commercial is a private real estate lender built for the modern investor. We offer flexible, fast, and scalable lending solutions backed by strong capital and a commitment to long-term client success. Our platform is designed to support real estate entrepreneurs - not just for one deal, but across their entire investment journey.  You’ll be part of a company that’s agile, well-capitalized, and built to scale. We move fast, think big, and empower our team to do the same.

Valere Commercial’s core focus is on business purpose loans, including but not limited to the following products: investor bridge, fix-and-flip, ground-up construction (1-4 family and multi-family), multi-family term, cross-collateralized, and builder finance.

Position Overview:

The Business Purpose Lending (BPL) Account Executive is responsible for originating business directly from real estate investors, CrossCountry Mortgage Loan Officers, wholesale brokers, other business sources, referral partners, builders, fix and flip operators, and owners of residential rental properties seeking to refinance or expand their portfolios through acquisitions. This role manages an assigned territory by sourcing new clients, conducting training sessions, and serving as a visible product expert within the market area. The BPL Account Executive assists CrossCountry Mortgage branches, brokers, and investors with product and pricing-related inquiries and assists clients with submitting applications through the online portal.

Job Responsibilities:

• Develop and maintain partnerships with the CrossCountry Mortgage retail branch network, direct real estate brokers, mortgage brokers, Loan Originators, and large real estate investors.
• Foster trust-based relationships, educate borrowers on loan products, and gain a clear understanding of clients’ needs and goals.
• Perform at a high level in a collaborative remote environment by facilitating the loan application process, overcoming objections, and educating clients.
• Collect relevant client information to support online application submission, either directly or on the client’s behalf; set accurate expectations and manage the process from initial consultation through term sheet generation to receipt of the application deposit.
• Manage a lead database within the CRM system, leveraging task management tools and consistent follow-up routines to stay current on all leads.
• Exceed weekly, monthly, and annual production goals related to phone calls placed, deposits received, conversion rates, and client satisfaction.
• Demonstrate a consistent commitment to high performance and a proactive approach to exceeding role expectations.

Qualifications and Skills:

• Bachelor’s degree, preferred.
• NMLS license, preferred.
• 3+ years of experience in commercial/residential mortgage lending or equivalent related experience.
• Experience in business-to-business (B2B) sales with an emphasis on client relationship development and retention.
• Experience taking initiative and working independently while contributing effectively in collaborative team environments.
• Familiarity with all applicable regulatory requirements, including AML, OFAC, and Fair Lending.
• Excellent organizational and time management skills to effectively balance competing priorities and consistently meet deadlines.
• Skilled in presenting information clearly while effectively overcoming objections.
• Skilled at leveraging web-based tools and databases for efficient information gathering.
• Excellent customer service, negotiation, and problem-solving skills.
• Excellent communication skills.
• Advanced proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, Outlook).
• Advanced proficiency in Salesforce.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. 
 

Pay Range:

• Annual Salary: 55,000
• This position is compensated through a combination of a base salary and competitive commission earnings based on volume

The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position