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Wholesale Account Executive
Deephaven Mortgage. Make daily outbound calls to develop new accounts and follow up regularly to ensure client satisfaction .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage lending, including underwriting, processing, and closing procedures, while effectively managing client relationships and expectations. Proven ability to develop new accounts and maintain strong partnerships within the mortgage industry.
Highest-signal resume keywords
Mortgage Lending ExperienceMortgage UnderwritingCustomer Service SkillsAccount Development SkillsEncompass/Point Experience
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 UnderwritingMortgage ProcessingMortgage ClosingLoan PricingLoan Quality Management
Soft Skills
Interpersonal SkillsAttention to DetailEmpathyTeam PlayerProfessionalism
Tools & Technologies
EncompassPointMortgage Origination Systems
Certifications & Qualifications
Participation in E-Verify
Industry Keywords
Wholesale LendingClient SatisfactionRegulatory StandardsBroker RelationshipsAccount Development
About the role
Key responsibilities & impact- Make daily outbound calls to develop new accounts and follow up regularly to ensure client satisfaction
- Answer loan pricing and scenario questions
- Work closely with operations to resolve any issues
- Work with partners to assist in account development
- Manage client expectations and develop trust
- Manage tracking and reporting of monthly volume and loan quality
- Remain up to date with regulatory industry standards and requirements
- Develop and maintain mortgage loan broker relationships and agreements with qualified brokers, banks, and credit unions within the assigned territory
- Increase and grow the Company’s wholesale lending business
Requirements
What you’ll need- 2+ years of mortgage lending experience
- Well-developed understanding of mortgage underwriting, processing, closing and sales procedures
- Excellent interpersonal and account development skills
- Exceptional customer service skills, with attention to detail and follow through
- Ability to work well independently, in a fast-paced environment
- Strong desire to progress, learn and begin a long-term career with the right company
- Exhibits confidence and empathy when dealing with current and potential customers
- Accurately represents Deephaven Mortgage and our wholesale team’s capabilities and strengths
- Conducts himself/herself in a professional manner regardless of the situation
- Team player committed to excellence, working hard and having fun
- Experience with Encompass/Point/mortgage origination systems (preferred)
- Participation in E-Verify
Benefits
Comp & perks- Personalized time off
- Employer-matched 401(k) plan
- Philanthropy Committee and charitable initiatives
- Comprehensive health insurance starting on day one of employment
- Competitive maternity and paternity leave
- Team-building events and celebrations
- Mentorship opportunities for career development
- Exclusive discounts on travel, tech, pets, legal, and more
- Encouragement of thought leadership and innovation