Wholesale Mortgage Account Executive

Job Description

Job Description

Description:

Position Overview:

Drive wholesale mortgage production by developing, managing, and expanding relationships with new and existing mortgage brokers. Ensure brokers are fully trained on Travisa Financials’ products, guidelines, and processes while providing ongoing support to achieve targeted sales and production goals. This role is intended for experienced wholesale professionals with an established book of business.

Key Responsibilities:

P – Producer (Execution & Results):

• Develop and maintain strong relationships with existing and prospective mortgage brokers.
• Source and generate consistent broker leads through in-person meetings, phone outreach, and presentations
• Achieve a minimum production volume of $10 million per month
• Pre-qualify loan files prior to submission
• Train brokers on Travisa Financial’s products, policies, procedures, and underwriting guidelines
• Work directly with brokers and loan officers on marketing programs and initiatives
• Provide ongoing service and support to broker partners
• Stay current on underwriting guidelines and program changes

A – Administrator (Process & Accuracy):

• Maintain accurate broker contacts, pipeline activity, and sales reporting in the company CRM
• Track sales activity, pipeline status, and production metrics
• Ensure compliance with outside sales requirements and reporting obligations
• Ensure loan files submitted by brokers are complete and within company guidelines
• Comply with all policies and procedures outlined in the Company Handbook

I – Integrator (Communication & Coordination):

• Serve as the primary point of contact for assigned broker partners
• Coordinate communication between brokers and internal teams to support loan progress
• Maintain clear, consistent communication regarding product updates, guidelines, and expectations
• Represent Travisa Financial professionally with internal stakeholders and external partners

Education/Experience:

• Minimum 5 years of experience in the mortgage lending industry
• At least 3 years of wholesale mortgage lending sales experience
• Established book of business and active broker relationships required
• Fast learner and self-starter with the ability to work independently
• Experience with loan origination software; Encompass TPO Connect preferred
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Strong verbal, written, and presentation skills
• Detail-oriented with excellent organizational and follow-up skills
• Customer service–focused with the ability to thrive in a production-driven environment

Travel:

• As needed travel between the United States and Mexico to meet business needs

Language:

• English preferred; Bilingual (English/Spanish) desired.

Compensation:

• PMG will offer a competitive compensation package commensurate with the background and experience of the applicant