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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Wholesale Lending and Account Executive responsibilities, with a strong focus on client relationship management, sales pipeline maintenance, and exceptional customer service. Proficient in CRM tools like OptifiNow and Encompass, ensuring compliance with loan guidelines and organizational goals.
Highest-signal resume keywords
Wholesale Lending ExperienceAccount Executive ExperienceSales Success Track RecordCRM ExperienceCustomer Service Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline ManagementLoan Submission and FundingAttention to DetailOrganizational SkillsMS Office ProficiencyCommunication SkillsClient TrainingLoan File CompliancePhysical Demands Management
Soft Skills
Client Satisfaction FocusTeam Spirit ContributionFeedback Reception
Tools & Technologies
OptifiNowEncompass
Industry Keywords
Mortgage IndustryWholesale Lending ChannelNon-Delegated Correspondent
About the role
Key responsibilities & impact- Partner with Brokers to submit loans and maintain their sales pipeline
- Maintain sales contact, pipeline, and other pertinent sales activity reports
- Use OptifiNow Work together with Operations Staff to facilitate loans from submission to funding
- Establish new business and develop current business relationships
- Ensure overall client satisfaction
- Obtain approval packages for new clients when needed
- Solicit business from mortgage entities in an open territory
- Follow up on potential clients
- Provide ongoing service support to clients
- Communicate and train clients on GenWay’s products, policies, and procedures
- Ensure all loan files are complete and within guidelines
- Represent the company professionally and enthusiastically while providing exceptional customer service
- Support the mission statement and adhere to core values when interacting with internal and external customers
- Support organizational goals and values, give and welcome feedback, and contribute to positive team spirit
- Perform additional responsibilities as assigned by management
Requirements
What you’ll need- 1–2 years of experience as an Account Executive in inside or outside sales in the Wholesale lending channel
- Prior Wholesale/Non-Delegated Correspondent Account Executive experience required
- Proven track record of success in Sales
- Minimum of 3 years of mortgage industry experience
- Excellent computer skills and working knowledge of MS Office products
- Ability to communicate effectively both verbally and in writing
- Ability to organize and prioritize workload and meet deadlines
- Strong customer service skills
- Strong attention to detail and organization skills
- Reliable internet connection and a quiet, professional workspace
- CRM experience; OptifiNow preferred
- Experience with Encompass preferred
- Ability to perform the stated physical demands, including occasional lifting and/or moving up to 15 pounds
Benefits
Comp & perks- Fully remote work from the employee’s home or another approved off-site location
- Company-provided computer, headset, and webcam
- Flexible off-site work arrangement