Summary
Overview
Work History
Education
Skills
Timeline
Account Executive

Charles hart

Principle Lending
28
years of professional experience

Experienced Account Executive with a strong record of managing and growing wholesale and correspondent mortgage territories. Large background managing loan pipelines and operational processes. and building lasting client relationships.

Work History

Account Executive

7 Months
Principle Lending | 04.2026 - Current

Expanded territory of wholesale and correspondent mortgage companies through strategic relationship management.

Managed pipeline of loan volume assuring they stayed on track for closing.

Assisted Loan officers and processors with loan programs and operational processes.

Visited assigned client base quarterly and prospected for new clients throughout territory.

Account Executive

2 Years 8 Months
Mega Capital Funding | 07.2023 - 03.2026

Managed and grew territory of wholesale and correspondent mortgage companies.

Managed Pipeline of loan volume assuring they stayed on track for closing.

Assisted loan officers and processors with loan programs and operational procedures.

Visited assigned client base quarterly and prospected for new clients throughout territory.

Account Executive

14 Years 10 Months
Platinum Mortgage / Homepoint Financial | 08.2008 - 06.2023

Expanded territory of wholesale and correspondent mortgage companies, driving revenue growth.

Oversaw loan volume pipeline, ensuring timely closings and client satisfaction.

Visited assigned client base quarterly and prospected for new clients throughout territory.

Conducted quarterly visits to client base and prospected for new clients, enhancing market presence.

Account Executive

6 Years 9 Months
Countrywide Home Loans | 11.2001 - 08.2008

Grew territory of wholesale and correspondent mortgage companies by managing relationships and identifying growth opportunities.

Managed Pipeline of loan volume assuring they stayed on track for closing.

Assisted loan officers and processors with loan programs and operational procedures.

Conducted quarterly visits to assigned clients and prospected for new clients to expand market presence.

Area Sales Manager / Floorplan Lending

3 Years 2 Months
New South Federal Savings Bank | 08.1998 - 10.2001

Managed existing automobile dealership accounts with floorplan relationships and developed new client relationships.

Assured credit utilization requirements were met and processes with operations team were properly followed.

Prepared and presented new credit requests and existing annual renewals to executive credit committee for approval.

Education

B.A. - Marketing & Business Management

University of Mississippi | University, MS

Skills

High-volume producer
Extensive industry relationships
Consistent top volume producer
Client acquisition
Client relations
Pipeline oversight

Timeline

Account Executive

Principle Lending
04.2026 - CurrentRead More

Account Executive

Mega Capital Funding
07.2023 - 03.2026Read More

Account Executive

Platinum Mortgage / Homepoint Financial
08.2008 - 06.2023Read More

Account Executive

Countrywide Home Loans
11.2001 - 08.2008Read More

Area Sales Manager / Floorplan Lending

New South Federal Savings Bank
08.1998 - 10.2001Read More

University of Mississippi

B.A. from Marketing & Business Management
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Charles hart