A Mortgage Account Executive is hired to estimate the creditworthiness, calculate risk and approve mortgage loans after thoroughly examining the applications, credit reports, and other supporting documentation. Other core duties are listed on the Mortgage Account Executive Resume as – managing mortgage accounts for the company’s existing customers, creating relationships with new customers, making sales and following-up calls, and updating the database with all needed information. Part of the job description includes researching new mortgage loan policies and ensuring compliance with privacy laws, and confidentiality policies.
While there aren’t any pre-determined specific educational requirements, some employers necessitate a bachelor’s degree in business or finance. Additional qualifications include – good critical thinking skills, decision-making skills, negotiation skills, the ability to multitask, the ability to juggle multiple client accounts, and a good understanding of loan origination and mortgage industry standards.
Headline : Mortgage Account Executive is Providing recommendations around specific strategies on a portfolio down to the loan level basis including, Loss Mitigation, Foreclosure, Bankruptcy, and REO Works with Compliance and Operations to stay abreast of changes to federal and state mortgage laws and regulations affecting operations.
Skills : Microsoft Office, Salesforce CRM.
Description :
Marketed a diverse portfolio of conforming and non conforming loan programs.
Promoted from entry level broker service representative to Account Executive in less than one year.
Constantly created and adapted new sales plans to address an ever changing marketplace.
Built up Central Oregon customer base from scratch to a $5 million + market in less than 2 years.
Thoroughly understood all aspects of Impac’s technology tools, program guidelines, processes-flow, and support team.
Onboard and trained customers on most efficient ways to work with our technology and process flow and become a valued resource.
Managed customer performance standards to achieve maximum productivity and profitability.
Experience
5-7 Years
Level
Executive
Education
BA
Mortgage Account Executive Resume
Summary : Mortgage Account Executive with 9 years of experience in Coordinating all assigned client and investor requests with appropriate senior management and departmental involvement, Coordinating all client and investor activities with all departments, Working closely with Operations to develop key strategies and campaigns that increase Selene's Loan Resolution volume.
Skills : Management, Account Management.
Description :
Marketed a diverse portfolio of conforming and non conforming loan programs.
Promoted from entry level broker service representative to Account Executive in less than one year.
Constantly created and adapted new sales plans to address an ever changing marketplace.
Built up Central Oregon customer base from scratch to a $5 million + market in less than 2 years.
Supported clients throughout mortgage approval, submission, underwriting, closing, and funding.
Analyzed market landscape and competition to pursue both niche and broader market opportunities.
Built productive working relationships with business partners, clients, and senior management.
Experience
7-10 Years
Level
Management
Education
BA
Mortgage Account Executive Resume
Summary : Mortgage Account Executive is Driving process improvement initiatives within Selene to ensure compliance with P&Ps and maximize performance for our clients, Assisting in the development and roll out of technology as well as reporting to drive efficiency and transparency, Preparing and provides monthly reports to senior management.
Skills : Familiar with: LexisNexis, Summation iBlaze, AbacusLaw, Tabs3, SmartDraw, CaseMap, TimeMap, Access, Excel, Word, PowerPoint, Outlook, Outlook Express, Internet Explorer, Netscape Navigator.
Description :
Analyzed client's current financial situation and created personalized loan solutions which would help them become debt free and achieve financial independence.
Excelled in the direct sales of residential loan programs via inbound and outbound calls.
Tracked and processed loan applications after initial customer acceptance to ensure 75% closure rate.
Initiated sales support and training to external mortgage broker network (Primerica Financial Services).
Maintained and managed account base of 100-150 new loan applications per month.
Achieved monthly sales/closing goals 90% of time since hire date.
Laid off due to mortgage industry fall out Assessed broker needs in determining best loan program suitable for clients and current situation.
Experience
10+ Years
Level
Senior
Education
BA In Communications
Mortgage Account Executive Resume
Summary : A position within a innovative and successful institution that will enable me to fully utilize my capabilities and professional experience in order to support key business strategies. Working with their assigned clients to identify pain points and opportunities for improvement with their portfolio. Analysts, reporting and PMO support will be assigned to work with the Client Portfolio Manager on larger scale initiatives or projects.
Skills : Team Building Leadership, Relationship Building, Strong Achievement Drive, Problem Solver, Team Development and Training Change Agent, Multi-Priority Manager.
Description :
Expertised in the origination, process and close of Conventional, FHA, FMHA, VA and Fixed Seconds mortgage loans.
Promoted Mortgage Center business operations with proven achievement and advancement through organizational production goals.
Developed referral contacts such as realtors, builders, professional and personal contacts.
Recommended and received administrative approval in business strategies and modifications.
Helped in the improvement of corporate presence and operations.
Successfully implemented business analysis for new market sales opportunities.
Managed 4 regions and 54 field representatives for leading mortgage banking organization, achieving top ranking among peers for annual loan production and supporting company President in new business initiatives.
Experience
10+ Years
Level
Senior
Education
MBA In Accounting
Mortgage Account Executive Resume
Headline : Mortgage Account Executive Professional with varied career experience looking to find fast paced challenging work and be a successful producer. Conducting client onsite visits or hosts clients at Selene offices on a scheduled basis (depending on the size of the relationship, quarterly onsite visits are expected). Visiting client on a regular basis to continually build a relationship of trust.
Skills : Office, Organization, Problem Solving, Account Management,.
Description :
Responsible for acquiring, training and soliciting wholesale mortgage broker accounts.
Built relationships with brokers as well as customers.
Developed and distributed original training and marketing materials.
Created a navigation guide for our new software.
Opened untapped market in Maine for Wachovia Wholesale.
Responsible for opening the Correspondent Channel and obtaining accounts in the State of Utah.
Acquired twelve accounts with continual yearly growth.
Experience
5-7 Years
Level
Executive
Education
BA In Accounting And Finance
Mortgage Account Executive Resume
Objective : To benefit an organization that can use an experienced professional with a proven track record of dependability and exceptional communication and organizational skills.& Conducting scheduled weekly meetings with key points of contact to ensure all requests which are being directly sent to LOB are on track to be completed. Most importantly continuing to meet client expectations as to the performance of their portfolio with Selene.
Skills : Microsoft Office Suite, Typing, Calyx Point, PCLender LOS, And Desktop Underwriting Software.
Description :
In-depth knowledged of all Company products and programs.
Responsible for originating Retail mortgage loans, FHA and VA.
Developed relationships with Realtors, Builders and Attorneys to obtain additional business.
Kept updates on all loans from application through funding.
Committed to outstanding customer service both internally and externally.
Assisted clients through the loan process from application to closing and responsible of any transaction issues.
Became a valued resource to your customers by fully understanding their business model and finding ways to help them become more successful.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Science
Mortgage Account Executive Resume
Summary : To obtain a responsible and challenging Sales-Account Executive position where my educational and work experience would significantly contribute to an employer. Incentiving are aligned based on cross-sell and up-sell departmental objectives laid out by the Chief Revenue Officer and the Department Head. Managing assigned client expectations by leveraging key points of contact from the business operational departments.
Skills : Adobe, Planning, Sales Manager.
Description :
Sold Conforming Conventional, Alt-A, and Subprime mortgages with diversified niches.
Identified, developed and maintained strong partnerships with top tier client base to increase market and wallet share.
Exhibited professional verbal and written communication skills with both internal and external partners/customers.
Exhibited a strong work ethic and determination to achieve corporate and personal production goals and objectives.
Participated in local industry organizations to maintain personal and professional brand visibility as well as cultivate new business relationships
Demonstrated the appropriate behaviors that align with the corporate culture and values within the organization.
Attended all sales trainings and meetings as requested by your National Sales Manager.
Experience
7-10 Years
Level
Management
Education
Bachelors
Mortgage Account Executive Resume
Summary : Successful sales professional and top producer. With 25+ years of experience, working with real estate professionals and homebuyers in the mortgage industry. I am a high energy self-starter and very goal oriented. I have a successful track record in sales and client development and thrive in those areas.
Skills : Planning, Developing, Learning.
Description :
Worked in a dynamic fast paced and remote work environment.
Quickly migrated your current Mortgage Broker customer base.
Cultivated new customers and work existing dormant or inactive accounts.
Developed pipeline of new loan submissions.
Mastered Loan Origination System (LOS), submission process, and requirements, to ensure smooth customer service.
Pipelined management to ensure loan pull through.
Worked with internal partners to learn process, procedure, and guidelines.
Experience
10+ Years
Level
Senior
Education
Diploma In Communication
Mortgage Account Executive Resume
Objective : Mortgage Account Executive with 2 years of experience in Managing complex client portfolios and transactions, Delivering daily on the mission to be the mortgage services provider or vendor of choice to their assigned client accounts, Measuring will be identified and reported, Developing key growth or business development and retention strategies with each client, Primary focusing is to continue to advise and educate their client(s) on how Selene and their affiliates can add value.
Skills : Planning, Processing, Learning.
Description :
Exceeded established sales goals and minimum standards.
Worked with the client and FAM operations/fulfillment to facilitate processes that are customer centric.
Contacted branch management to implement on boarding process for new clients.
Trained new loan officers and companies through our broker approval process.
Worked with the assigned CSR with reports on sales activities, market information, status of client base and other information including but not limited to pipeline management insuring efficiency and customer fulfillment.
Attended sales, trade shows and official FAM meetings as required.
Read and interpreted documents such as underwriting guideline matrix, lender’s instructions, trust agreements, purchase contracts.
Experience
2-5 Years
Level
Executive
Education
GED
Mortgage Account Executive Resume
Summary : Mortgage Account Executive is Acting as liaison between broker and NDM loan processing staff, Advised mortgage brokers and bankers of NDM loan programs, rates and/or policies, Developing and increasing National Account relationships to drive increased market share and sales opportunities, Achieving assigned sales revenue goals, Providing sales management with timely production pipeline reports, projections, etc.
Skills : Reporting, Mortgage, Developing.
Description :
Wrote routine reports and correspondence.
Understood and applied market intelligence to sales strategy.
Constantly drived for improvement
Communicated and networked at all levels of an organization.
Used technology and analysis tools (Excel, Outlook, web, CRM databases).
Established and continue broker relationships and ensure a steady flow of Loan submissions for existing and newly approved NDM customers.
Prospected and developed new mortgage broker client relationships within a defined geography.
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