Foster and maintain strong relationships with existing non-Agency wholesale clients.
Be a point of contact for client inquiries, concerns, and support.
Identify and pursue opportunities to expand the client base in the non-Agency wholesale market.
Proactively engage with potential clients, presenting the benefits of our mortgage products.
Manage the end-to-end loan application process, collaborating with brokers and internal teams.
Ensure smooth and efficient transactions, resolving any issues that may arise during the loan process.
Stay updated on industry regulations, compliance requirements, and changes in the non-Agency mortgage space.
Ensure adherence to industry compliance standards.
Maintain state licensing approvals, where needed.
Effectively communicate with internal teams, including underwriters and loan processors, to streamline processes.
Collaborate with sales and marketing teams to contribute insights for refining strategies.
Conduct market analysis to identify trends and opportunities in the non-Agency wholesale sector.
Address and resolve any issues or challenges that may arise during the loan process, ensuring client satisfaction.
Actively contribute to the overall success of the company by driving client satisfaction and maximizing business opportunities.
Stay adaptable to changing market conditions and proactively seek innovative approaches to enhance service delivery.

High school diploma, bachelor's degree in finance, business, or a related field preferred
Relevant experience in mortgage sales, particularly in Non-Agency lending, is crucial.
Staying updated on market trends and building relationships within the industry are valuable assets for this role
Average monthly funded Non-Agency volume of $2m
Strong communication and negotiation skills
Ability to thrive in a production-driven environment
Knowledge of the mortgage industry regulations
A proven track record in sales is required.
Active Broker Connections
Customer service focused
Detail oriented
Be a team player
Computer/Technology savvy

**Physical Requirements: **

National Account Executive – Wholesale

Key skills