Triumph Capital Partners Triumph Capital Partners

Senior Account Executive (CP)

Solana Beach, CaliforniaFull-time
About the Job
Triumph is actively searching for an experienced Senior Account Executive for a ground floor opportunity with an established lender in the private mortgage space. The Senior Account Executive role is responsible for the performance management and day-to-day relationship management of assigned relationships.  This role will ensure that growth, production, and profitability goals are accomplished. This individual will be part of a dynamic and productive team that focuses on providing the best customer service and products in the private mortgage industry.

Specific responsibilities include:
  • Central point of contact for the Correspondent; acting as the contact and relationship manger between Triumph and assigned Correspondent relationships.
  • Provide feedback to Correspondent on loan quality and operational efficiency.
  • Responsible for managing a designated Account Executive Assistant comprised of one or more employees.
  • Review pipeline of all loans within assigned Correspondent relationships and clear any STIPS and or conditions.
  • Maintain a relationship with the Correspondent in order to deepen relationship and drive repeat business.
  • Conduct daily review of active pipeline and identifies appropriate client follow-up actions.
  • Serve as a primary contact regarding customer needs on Triumph’s products, programs, and services.
  • Interact with multiple departments with Triumph & Correspondent to expedite processing and/or issue resolution.
  • Developing and maintaining knowledge on the private mortgage industry relevant regulatory environment and Triumph’s products, services, and systems.
  • Reviewing, negotiating the terms & managing of the loans derived from the Correspondent.
  • Assist with developing and administer performance action plans with the assistance of Triumph’s Risk Oversight Committee and or other quality control groups.
  • Perform market research to understand customer needs and competitor information on various matters that impact Triumph’s ability to deliver consistent and competitive products, pricing and services to correspondents.
  • Contribute recommendations based on knowledge and expertise to enhance Triumph’s Correspondent Channel.
  • Effectively communicate and present mortgage products, company policies and company procedures.
  • Maintaining inventory of marketing & training material for sales and training calls.
  • Manage additional responsibilities and duties as assigned.

Required Qualifications:
  • Strong business acumen that includes proven negotiation skills and techniques.
  • Mortgage experience required; Private Mortgages desired but not required.
  • Excellent communication skills (written and verbal), organization skills and planning skills.
  • Ability to identify and resolve problems and issues quickly, creatively and decisively.
  • Ability to leverage metrics to make business decisions and manage Correspondent performance.
  • Established skill set for analyzing and satisfying for a variety of client needs; proven follow-up techniques to verify satisfaction and/or resolution.
  • Ability and willingness to travel.
  • Four-year college degree preferred (but not required) or relevant work experience.

Compensation & Benefits Compensation:
  • Base salary.
  • Commission.
  • Benefits.
About Triumph Capital Partners

The firm’s principals have a combined 40+ years experience in property development and real estate finance and have originated over $1 Billon in high-yielding private mortgages throughout their careers. Triumph recently formed a Joint Venture with Brixton Capital, a San Diego based real estate investor and operator. Brixton’s portfolio totals 10M+ square feet and is valued in excess of $1.4 billion. Triumph's mission is to provide investors with attractive current income opportunities while providing liquidity in the private money marketplace.