Wholesale Account Executive
CurrentCultivating and maintaining relationships with clients and prospects, negotiating and accommodating needs to create loyalty and retention.Heavy outbound calling to create a pipeline and form relationships.Researching industry trends to identify top prospects.Strong knowledge in loan products and state regulations/laws.Handling conventional and Non-Qm mortgage processes while adhering to company rules and guidelines. Utilizing custom CRM software (MiQ) to track broker records and pipeline.Generating loans through a mortgage broker network and analyzing broker cases for negotiation.Managing a portfolio of accounts and holding open communication within the sales ecosystem to ensure full understanding and transparency on all transactions.