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Resume Templates: Wholesale Mortgage Account Executive


Resume Templates: Wholesale Mortgage Account Executive

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Terri Crews

100 Broadway Lane

New Parkland, CA, 91010

Cell: (555) 987-1234


Experienced Wholesale Mortgage Account Executive with exceptional skill in the development and management of mortgage broker networks and third party channels. Adept at navigating the fields of credit worthiness, risk calculation and the mortgage loan process using a range of applications, including financial reports and background checks. Can provide a high level of customer service from cold sales calls to qualifying leads and building brands.


  • Studied in the mortgage industry
  • Familiar with banking and credit guidelines
  • Know underwriting and loan procedures
  • Risk analysis and forecasting
  • Credit reports, applications and documentation
  • Management of mortgage accounts
  • Investigation and resolution

Work Experience

March 2007 to Present Amble Third National Bank, New Cityland, CA Wholesale Mortgage Account Executive
  • Investigated, cultivated and sustained network of mortgage broker relationships that brought in over 200 new customers a year.
  • Adhere to guidelines and rules in all projects set by company, industry and governing bodies.
  • Ensure all processes are in compliance.
  • Develop, review and submit initiatives and marketing plans for business enhancement to senior management.
  • Counsel customers on time sensitive mortgage matters such as expiring rate locks and market trends.
March 2002 to February 2007 Masterson Financial Group, New Cityland, CA Wholesale Mortgage Account Executive
  • Responsible for all FHA, VA and traditional mortgage processes.
  • Sustained network of mortgage broker relationships.
  • Managed contact reports and sales pipeline.


2002 University of California, New Cityland, CA Bachelors Degree, Finance