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AVP - CDE, Mortgage

Pittsford (Rochester), New York
AVP- CDE, Mortgage
JobCast Description
  • TITLE: AVP-CDE, Mortgage
  • LEVEL: Executive
  • REPORTS TO: Mark Hess
  • VACANT SINCE: Less than 30 days
  • TRAVEL REQUIRED: Travel not required
  • VISA SUPPORT: No visa sponsorships supported
  • WILL THIS HIRE NEED TO REPORT TO A SPECIFIC LOCATION? Yes, they must report in-person to a specific location
This opening can be located in any following locations:
  • CITY: Dallas, TX 75051
  • CITY: San Francisco, CA, 94107
  • CITY: Los Angeles, CA 90006
  • SALARY MINIMUM - MAXIMUM: $170,000.00 – $220.000
  • BONUS DESCRIPTION: Sales Commission plan
  1. Direct business development and sales activities with new accounts.  10+ years of experience in account management for $10-20M accounts; proven track record of achieving multimillion-dollar sales target.
  2. Deep and broad Mortgage domain expertise and industry experience.
  3. Must be able to develop a transformative roadmap for the client that addresses their complex problems and needs
  4. Can craft a store around digital transformation, IT, customer engagement and business process transformation services in the context of the client’s business strategy.
  5. Proven track record of "hunting" and obtaining new work in the Home Mortgage Processing area.
  6. Confident communication/ active listener with top tier skills in “telling the story” and facilitating conversation
    1. Informed and articulate on key and emerging areas of digital transformation, including design, data and analytics, automation, AI/ML, Cloud and high impact omnichannel technologies
    2. Strong references from key stakeholders (influencers, buyers) with global players
    3. Resourceful, understands and leverages “The-art-of-the-possible”
Job Description
ROLE SUMMARY: The Client Development Executive is responsible for selling new offerings to Mortgage accounts, while also selling existing services to other lines of business where we presently have no relationships.

The Client Executive drives growth through relationship development, quality delivery and execution of all engagement that drive organic growth and strong relationship.

There are two areas of focus – Loan Origination and Loan Servicing. An ideal candidate is an experienced “hunter” with the ability to identify and grow new client relationships by sharing deep domain expertise in mortgage origination and mortgage servicing.

An ideal Client Executive is passionate about forming and driving successful client relationships and can successfully interact with senior executive level clients. This individual manages growth and can lead complex multi-dimensional engagements that combine digital, consulting, and large technology deployments. This person is a high-energy leader with the ability to grow client relationships through presenting new strategies and innovative ideas.

  • Build new business with 3-5 Mortgage base accounts, generating $3-5M of revenue annually  
  • Establish and maintain consultative sales relationships within each prospective client organization and constantly look to meet new buyers within our clients’ organization
  • Identify opportunities to offer value through our new strategic services.
  • Thoroughly understand the client’s business, both strategic and tactical, including themes and underlying issues, and align current and future capabilities to create client opportunities and solve business problems.
  • Sell across the suite of services, including digital transformation, IT, customer engagement, and business process transformation services.
  • Leverage Mortgage industry domain expertise, technical, digital and operational knowledge to create demand and persuade prospective clients through the development and presentation of compelling value propositions and purchasing rationales
  • Accountable for the client relationship from deal conception to closing
  • Use financial acumen to position a value proposition for the client, as well as financial soundness for the organization, making the client confident in their choice to grow with our company.
Interview Steps
Mark Hess - Executive Recruiter to screen first

Company Culture & Perks
We create exceptionally engineered brand experiences that are a perfect match for the real people (and real moments) they’re made for. We do that by combining human-centered design with the scale & accuracy of real-time analytics, AI, cognitive technology and automation.
We work hard to make your experience look easy.



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