TPO Account Executive

Role responsibilities

The Wholesale Account Executive is responsible for building and maintaining long-term relationships with mortgage banking clients and providing them with exceptional service. They will also train clients on PRMG's systems and monitor loan performance.

Requirements

Candidates should have over 5 years of experience in the mortgage and banking industries, particularly in third-party originations. A proven track record as an Account Executive or Relationship Manager is essential, along with strong relationship-building skills.

Key skills

Relationship Building, Client Service, Mortgage Industry Knowledge, Sales, Training, Communication Skills, Loan Process Understanding, Account Management, Pipeline Monitoring, Rate Lock Monitoring, Business Development, Partnership Development, Problem Solving, Negotiation, Customer Education, Performance Monitoring

Keywords

Wholesale Account Executive, Mortgage Banking, Client Relationships, Loan Deliveries, Non-Delegated Loans, Sales, Training, Client Service, Pipeline Monitoring, Rate Locks, Account Visits, Business Plans, Performance Goals, Financial Services, Communication Skills, Sales Savvy