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Mortgage Wholesale Account Representative
Ameris Bank. Generate new business for the company through direct sales activities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage transactions, including compliance with State and Federal regulations, and excels in market analysis and client cultivation. Strong communication and organizational skills are essential for effective client engagement and training.
Highest-signal resume keywords
Mortgage Industry ExperienceMarket AnalysisClient CultivationStrong Communication SkillsCompliance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage TransactionsMarket AnalysisLoan ApplicationsInvestor Delivery ProcessesPreliminary and Final DisclosuresApplication SubmissionAppraiser SelectionClosing ProcessesCredit PolicyLock Policy
Soft Skills
Strong Written CommunicationStrong Oral CommunicationOrganizational SkillsTime ManagementDetail Oriented
Tools & Technologies
Microsoft ExcelMicrosoft Word
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Mortgage BrokersIndependent Mortgage BankersBanksCredit UnionsThird Party OriginatorsEthical Sales Behaviors
About the role
Key responsibilities & impact- Generate new business for the company through direct sales activities
- Engage weekly with Mortgage Brokers, Independent Mortgage Bankers, Banks and Credit Unions
- Develop leads from referral sources and cultivate new accounts
- Provide training on State and Federal regulations, products, credit policy, lock policy, technology interfaces, loan uploads, investor delivery and pipeline fallout management
- Develop market analysis to identify market size and commonly offered loan products
- Identify prospects by geographic location, product usage and volume potential
- Categorize prospects into Tier 1, Tier 2 or Tier 3 based on origination potential
- Establish and execute a weekly client call program
- Conduct targeted client calls and communicate the bank’s value proposition and product information
- Ensure Third Party Originators complete loan applications in compliance with company policies and regulations
- Train Third Party Originators to collect required borrower information
- Work with Customer Service Representatives to support additional information and processing needs
- Practice ethical sales behaviors and act in the customer’s best interest
- Perform other projects and duties as assigned
Requirements
What you’ll need- Minimum of 2 years of mortgage industry related experience required
- High school diploma or GED required
- Knowledgeable in all aspects of mortgage transactions, particularly preliminary and final disclosures, application, submission, appraiser selection, approval, closing and investor delivery processes
- Ability to perform a Market Analysis and cultivate clients
- Strong written and oral communication skills
- Strong computer skills; familiar with Microsoft Excel and Word
- Ability to present material in a professional manner
- Ability to multi-task
- Strong organizational and time management skills
- Detail oriented
- Compliance with company policies and procedures and State and Federal regulations
- Bachelor’s degree preferred
Benefits
Comp & perks- Medical, Dental and Vision Insurance
- Life Insurance provided at no additional cost to employees
- Accidental Death & Dismemberment Coverage
- Long-Term Disability Coverage
- Paid Sick and Vacation Leave
- 11 Holidays
- Volunteer/Service Day
- Employee Stock Purchase Plan
- 401(k) Retirement Plan
- Ameris Bank matches 50% of your first 8% of contributions to the plan
- Flexible Spending Accounts
- Health Savings Account
- Health Reimbursement Arrangement
- Supplemental Life & Other Insurance Plans
- Identity Theft Protection
- Pet Insurance
- Legal Insurance
- Employee Assistance Program
- Employee Advocacy Program
- Tickets at Work (Entertainment discounts for Ameris Bank Employees)
- AT&T Employee Discount
- Wellness Discounts for Medical Premiums and Other Rewards
- Employee Referral Incentive
- Education Assistance
- Employee Resource Groups
- Free Interest Checking
- Free Safe Deposit Box
- Free Money Orders, Travelers’ Checks and Cashier Checks
- Discount on Mortgage Origination Fee
- Free Online Banking and Free Unlimited Online Bill Payment
- Employee Banking Perks