Wholesale Account Executive

• Formulate and establish funding projections/goals in conjunction with Wholesale leadership to align with Wholesale and Correspondent loan production, quality, and volume targets.
• Performs initial contact to prospect new mortgage brokers/bankers and coordinate broker approval process.
• Collaborates with Wholesale leadership and Corporate business partners to develop/implement marketing strategies within assigned territory/account list.
• Conducts large group presentations at broker offices to promote Company Value Proposition and present our process, product and technology platforms.
• Serves as subject matter expert on Company policies, procedures, products and technology.
• Collaborates with loan operations team to manage active pipeline.
• Escalates second reviews to appropriate Operations/Underwriting leadership.
• Establishes communication protocol with Client Relations Managers to optimize service delivery.
• Assists clients with lock reconciliation, extensions and exceptions.
• Ensures that clients understand the Company’s loan processing, underwriting and closing processes.
• Provides brokers/bankers with information to access current rate sheets and product guidelines.
• Provides technical training and support to clients with regard to Company technology platform.
• Performs related duties as assigned by management.

• Bachelor's degree with major coursework in a related discipline; Equivalent job/education experience will be considered.
• 4+ years of experience in sales and/or real estate.
• 2+ years of mortgage sales, including Government and Conventional products, i.e.: FHA, VA, FNMA, and FHLMC and related guidelines.

• Knowledge of local real estate market.
• Working knowledge of investor guidelines, underwriting policies and loan products.
• Excellent verbal and written communication skills.

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