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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Wholesale and Correspondent Mortgage Lending, with a strong focus on Jumbo/Super-Jumbo and Non-QM/Niche markets. Proven ability to cultivate B2B relationships and manage loan pipelines effectively while utilizing CRM tools like SalesForce.
Highest-signal resume keywords
Wholesale Mortgage Lending ExperienceJumbo/Super-Jumbo Product KnowledgeSalesForce ProficiencyB2B Relationship DevelopmentResidential Real Estate Understanding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Wholesale Mortgage LendingJumbo/Super-Jumbo KnowledgeNon-QM/Niche Market ExpertiseLoan StructuringCRM Data ManagementResidential Real Estate TransactionsSocial Media MarketingGenerative AI Understanding
Soft Skills
NetworkingTrainingRelationship CultivationStrategic Planning
Tools & Technologies
SalesForceMicrosoft Office SuiteWeb-Based Pipeline Management Tools
Industry Keywords
Wholesale LendingCorrespondent LendingReal Estate FinancingMulti-Family LendingCommercial LendingWarehouse Lending
About the role
Key responsibilities & impact- Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize the Jumbo/Super-Jumbo, Non-QM/Niche market.
- Prepare and provide a recommendation summary all proposed Wholesale and Correspondent customer approval requests.
- Ongoing training for approved business partners as it relates to our website portal, product/price, guidelines, policies and procedures. Including vetting scenarios and structuring loans for submission.
- Ongoing effort to develop, network and cultivate relationships, including webinars, office presentations, participation in related industry conferences.
- Manage loan pipeline utilizing web based pipeline management tools. Including working closely with key department leaders and staff to accomplish production objectives.
- Maintain industry and market awareness, including competitor changes, and new product development.
- Improve and update CRM (SalesForce) data on a daily basis.
Requirements
What you’ll need- 3+ Years Wholesale/Correspondent/Mortgage Lending Sales.
- Existing book of business/prospects focused on Jumbo/Super Jumbo, Non-QM, Niche market.
- Demonstrate recent history of successful networking objectives, cultivating and developing B2B relationships, including the ability to develop and deploy a strategic, self-directed business plan to optimize growth.
- Expansive Jumbo/Super-Jumbo, Non-QM/Niche experience and product knowledge including demonstrated depth of understanding in Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products.
- Basic knowledge and understanding of Residential Real Estate transactions (Contracts, escrow and closing processes, Listing/Selling Agent relationships, etc.)
- SalesForce experience and familiarity.
- Microsoft Office Suite proficiency (Word, XL, PPT, Outlook)
- Experience and/or basic understanding of Multi-family, Commercial, and Warehouse lending.
- Real Estate financing or Real Estate sales experience.
- Broad understanding of Social Media marketing and platforms (LinkedIn, YouTube, Meta).
- Basic understanding of Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant).
Benefits
Comp & perks- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
- HSA or FSA account and other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
- Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading