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NexBank · 3 days ago

Wholesale & Correspondent Mortgage Account Executive

United States

Full-time

Remote

Senior Level

5+ years exp

NexBank is a leading regional bank headquartered in Dallas, Texas, providing a range of financial services including commercial and mortgage banking. The Wholesale & Correspondent Mortgage Account Executive is responsible for managing client relationships and developing new business opportunities within a defined geographic area, focusing on promoting NexBank's products and services to maximize profitability.

BankingFinanceFinancial ServicesMortgage

Comp. & Benefits

Hiring Manager

Heather F.

Responsibilities

Support Wholesale & Correspondent Lending channel business plan objectives

Effectively solicit Wholesale & Correspondent prospects via networking and cold calling to assess opportunity and pre-qualify based on NexBank approval requirements. Primary focus is on Wholesale & Non-Delegated Correspondent clients, but also allowed to solicit Delegated Correspondent clients

Regular travel to visit clients on-site or at industry conferences to conduct regular sales calls to review business, provide guidance/feedback and uncover new opportunities to expand partnerships

Drive client activity across NexBank breadth of products and delivery options – including Wholesale and Correspondent (Delegated and Non-Delegated), & Warehouse Lending according to client needs/market conditions

Develop comprehensive knowledge/understanding of each client’s business and how NexBank can maximize each client relationship

Partner with Operations to improve purchase efficiency via by reducing suspensions, decreasing turn times and increasing First Pass %

Managing purposeful and effective client communication as directed by management including the compilation and distribution of key reports, sales/operational strategy, lender recognition, and client retention planning

Prepares and delivers presentations to prospective and current customers via effective sales techniques and using company marketing and communication resources and tools as appropriate

Ensures client readiness by conducting, arranging and/or facilitating client readiness appropriate education, training, and knowledge of NexBank products, programs, processes, and technology

Serve as a client advocate, deliver full-circle client satisfaction while simultaneously creating and implementing process improvements to improve the client experience

Develops proficient understanding of internal technology and processes to educate and train clients on NexBank policies, loan programs, and delivery protocols in accordance with company guidelines

Qualification

Wholesale sales experienceCorrespondent sales experienceAgency guidelines knowledgeConventional loan knowledgeFHA loan knowledgeVA loan knowledgeJumbo loan knowledgeNon-QM loan knowledgeAsset Depletion knowledgeDSCR loan knowledgeWarehouse Lines knowledgeComputer skillsAccount development skillsInterpersonal skills