Wholesale Mortgage Account Executive/ Remote Based

SVI Recruiting Group - Kansas City, MO

Nationally Chartered Regional Bank is growing and looking to add to their team of Account Executives with a strong Wholesale/TPO background and a proven record of success.

Summary: Responsible for locating, signing-up, training and soliciting mortgage loans from mortgage brokers, mortgage bankers, banks and credit unions.


Essential Duties and Responsibilities include the following. Other duties may be assigned. •

  • Locates, makes contact with and develops relationships with brokers, banks and credit unions in the state their assigned territory for the purpose of receiving first mortgage loans.
  • Makes routine sales calls, as required by manager, on wholesale customer base to continually solicit loan volume from each.
  • Obtains all required paperwork and financial statements from perspective brokers, banks and credit unions and sends to have wholesale customer approval.
  • Annually obtains required re-certification documentation from wholesale customers. Handles day-to-day issues and communicates solutions to wholesale customer base as needed
  • Routinely manages wholesale customers that have commonly have a loan delivery pull through of less than 80% in an effort to either improve or discontinue doing business with that customer.
  • Works with manager to devise sales strategies for further growth and increase business. Adheres to all rules and regulations applicable to this position. Performs other related duties as assigned.
  • Conducts site visits to all wholesale customers that wish to do business with FirstBank.
  • Trains all wholesale customers on Banks lending policies, procedures and loan programs. •
  • Education and/or Experience:
  • High school diploma or equivalent mandatory • Associates degree in a business-related major is preferred • Prior sales experience in the mortgage industry is a plus • 3+ years of effective and proven sales experience


Posted On: Monday, March 11, 2019

Position Contact
David Singer
Strategic Partner/Consultant / Recruiter
(919) 247-1166

David Singer
Strategic Partner/Consultant
Office: 919-847-8174

cell/text: 919-247-1166

[email protected]

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