Job Description
Inside Wholesale Account Executive – Job Description
Position Title: Wholesale Account Executive Department: Corporate - TPO
Reports to: Vice President, Third Party Origination Pay Grade: Salary or Hourly
Status: Regular, Full Time or Part Time FLSA Status: Non-Exempt
Position Title: Wholesale Account Executive Department: Corporate - TPO
Reports to: Vice President, Third Party Origination Pay Grade: Salary or Hourly
Status: Regular, Full Time or Part Time FLSA Status: Non-Exempt
SUMMARY & PURPOSE OF POSITION
The Wholesale Account Executive is responsible for soliciting, building, and maintaining strong relationships
with mortgage brokers, mortgage bankers (and any other potential mortgage entity customer), representing Gold
Star Wholesale, to sell into the wholesale and mini-correspondent mortgage origination channel within an
assigned territory. Ensures the performance of all duties in accordance with the company’s policies and
procedures, all U.S. state and federal laws and regulations, wherein the company operates.
PRIMARY POSITION-SPECIFIC RESPONSIBILITIES
- Prospecting and developing mortgage broker client relationships
- Solicits new customers for approval to conduct business in Wholesale or Mini-Corr origination channel.
- Presents loan products, pricing, point of contacts, and communicate proper business flow to prospective
- Trains mortgage brokers and banker partners on loan submission and fulfillment process.
- Manages customer performance, engaging the customer and providing top notch customer service.
- Develop and increase account relationships to drive increased market share and sales opportunities
- Delivering up-to-the-minute information about the latest products, resources, and industry updates to
- Identify and maintain daily contact with sources of mortgage loan production (brokers) to ensure smooth
- Answer client questions and respond to loan status, underwriting, processing, and closing inquiries.
- Manages loan pipeline and achieving assigned production and new broker client goals
- Ensure compliance deadlines are met
- Complete other duties as assigned
ESSENTIAL SKILLS AND EXPERIENCE
- Positive Attitude, ability to multitask, willingness to learn and ability to adapt to on-going changes
- Excellent written, verbal and interpersonal communication skills are essential along with strong
- Works effectively in a fast-paced environment with little room for error
- One year of proven and progressive wholesale mortgage lending experience required or equivalent
- Well-developed understanding of mortgage sales, processing, underwriting, and closing procedures
- Fair knowledge and understanding of local, state, and federal lending laws a plus
- Works effectively in a team environment
- High level of energy and self-motivation
- Courage to always push outside your comfort zone and be disciplined to take sales action even in the face
- Top phone skills required with ability to articulate delivery and build relationships quickly
- Willingness to accept new ideas, concepts, processes, and technology
- Current producing client base is strongly desired
PREFERRED EDUCATION/EXPERIENCE
- Undergraduate Degree or Equivalent Experience
- 1+ years of Mortgage Experience and/or 2+ years of Sales Experience
REPORTING TO THIS POSITION
- None
PHYSICAL DEMANDS/ENVIRONMENT
The environment is characteristic of a hybrid work schedule. Some travel is required. Must be able to execute
complex tasks on time sensitive transactions and be able to work flexible hours including evenings and
weekends.
complex tasks on time sensitive transactions and be able to work flexible hours including evenings and
weekends.
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