US Mortgage Account Manager

1 week ago

Bacoor, Philippines KMC Solutions Full time

Client Acquisition Manager (WFH | Mortgage Sales)

Role Overview

As a Sales Account Manager, you will be responsible for driving new client acquisition and guiding international investors through the initial stages of securing U.S. real estate financing. You’ll act as the first point of contact, clearly communicating our value proposition, qualifying client needs, and presenting financing solutions that align with their goals.

Your role will be 70–80% focused on new client sales and onboarding — from first contact to commitment. The remaining 20–30% will involve managing relationships with key referral partners , keeping them informed about the progress of their referred loans, and collaborating with them to ensure a smooth closing process. This is a sales-driven role that requires confidence in presenting, persuading, and closing deals while also being organized enough to manage both clients and referral partners effectively.

Key Responsibilities

  • Conduct discovery calls with prospective clients and explain financing options.
  • Qualify client needs, gather details, and recommend the most suitable loan programs.
  • Present loan terms, handle objections, and communicate the value of our solutions.
  • Build strong client relationships and drive them toward signing on.
  • Transition clients to the Processing team after sign-on, ensuring a smooth kickoff.
  • Use CRM tools to track all conversations, follow-ups, and pipeline progress.
  • Build and manage simple outreach campaigns to re-engage past clients, warm leads, or referral networks.
  • Maintain regular contact with key referral partners, keeping them updated on loan progress and obtaining any necessary documentation or support.
  • Collaborate with Processing Managers on escalations or strategic client communications.
  • Promote repeat business and referrals through exceptional service.

Ideal Skillset

  • Proven track record in sales, client acquisition, or business development (financial services or real estate preferred).
  • Strong experience working with CRM systems for pipeline management and campaign building.
  • Exceptional communication and persuasion skills; able to handle objections confidently.
  • Ability to explain complex financial products in simple terms to international clients.
  • Organized and detail-oriented; capable of managing multiple deals and relationships at once.
  • Comfortable working with referral partners and maintaining professional B2B relationships.
  • Self-driven, goal-oriented, and motivated by hitting and exceeding sales targets.
  • Fluent English required; Spanish preferred but not mandatory.
  • Comfortable working remotely with international clients in EST hours.

Seniority level : Mid-Senior level

Employment type : Full-time

Job function : Finance and Sales

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