Originates mortgage loans by developing referral sources, contacting prospective borrowers, taking applications, preparing loan proposals, evaluating borrower information, and ensuring compliant loan terms. Provides customer support throughout the application and settlement process, meets monthly production goals, participates in marketing activities, and maintains mortgage industry knowledge. The role requires state mortgage licensure, a valid driver’s license, on-site work, and occasional schedule flexibility.

The Wholesale Account Executive manages broker relationships, markets mortgage products, and collaborates with teams to ensure effective service delivery.