- Build, strengthen, and maintain broker relationships to drive wholesale loan production.
- Monitor loan pipeline performance daily, tracking monthly volume, client attrition, and loan quality.
- Communicate with clients through calls, emails, and approved channels.
- Identify and pursue new business opportunities to expand the broker network.
- Coordinate between wholesale clients and internal operations teams to support smooth loan processing.
- Stay current with regulatory and industry standards by attending educational seminars.
- Distribute marketing materials and train approved clients on loan submission processes.
- Meet or exceed assigned sales goals and performance metrics.
- Mentor new Account Executives when requested.
Analytical SkillsNegotiation