Support Wholesale & Correspondent Lending channel business plan objectives
Effectively solicit Wholesale & Correspondent prospects via networking and cold calling to assess opportunity and pre-qualify based on NexBank approval requirements.
Regular travel to visit clients on-site or at industry conferences to conduct regular sales calls to review business, provide guidance/feedback and uncover new opportunities to expand partnerships
Drive client activity across NexBank breadth of products and delivery options – including Wholesale and Correspondent (Delegated and Non-Delegated), & Warehouse Lending according to client needs/market conditions
Develop comprehensive knowledge/understanding of each client’s business and how NexBank can maximize each client relationship
Prepare and deliver presentations to prospective and current customers via effective sales techniques and using company marketing and communication resources and tools as appropriate
Serve as a client advocate, deliver full-circle client satisfaction while simultaneously creating and implementing process improvements to improve the client experience

Minimum of 5 Years of Experience as a Mortgage TPO Sales Representative
Excellent computer skills
Excellent interpersonal and account development skills.
Familiar with Agency guidelines and other loan programs.
Conventional, FHA, VA, Jumbo, and Non-QM Asset Depletion (no income, no employment) DSCR (Business Purpose Debt Coverage Ratio loan)
Warehouse Lines

Wholesale & Correspondent Mortgage Account Executive

Key skills