Summary
Overview
Work History
Education
Skills
Timeline
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KEVIN LOCKWOOD

Temecula,CA

Summary

Results-driven Mortgage Account Executive with a strong track record in delivering high-quality outcomes and meeting tight deadlines. Expertise in client relationship management, financial analysis, and regulatory compliance enhances the ability to drive business success. Proven communication, problem-solving, and negotiation skills contribute to exceeding performance goals and fostering lasting client partnerships.

Overview

23
23
years of professional experience

Work History

Wholesale Mortgage Account Executive

Plaza Home Mortgage
San Diego, CA
04.2024 - Current
  • Initiated contact to identify and engage prospective mortgage brokers and bankers.
  • Solicited, developed, and managed broker client pipeline.
  • Formulated tactical strategies to enhance production opportunities in designated territories daily, weekly, monthly.
  • Demonstrated expertise in all loan offerings and remained updated on changes.
  • Engaged with clients across various markets using phone, email, direct marketing, and social media tools.
  • Expertise in selling and creating solutions for Agency, Jumbo, Non-QM, 2nd Lien, Reverse Mortgage, and Renovation loan programs for brokers and loan officers.
  • Pioneered innovative strategies leveraging artificial intelligence, social media, and industry trends to maintain competitive advantage.
  • Supplied rates, guidelines, and marketing tools to establish enduring professional relationships with brokers.
  • Enhanced understanding of company offerings by conducting engaging presentations over the phone and video.
  • Maintained excellent communication and guidance with broker partners to enhance service quality.

Business Development Manager / Account Executive

The Loan Store
Tucson, AZ
03.2022 - 05.2024
  • Maximized the closing and lead capture rate by optimizing account performance within the business development pipeline and to nurture long-term relationships
  • Expanded sales capacity by onboarding new brokers to the network, as well as delivering comprehensive training and education on loan programs, products, guidelines, and processes
  • Utilized consultative selling skills while delivering up-to-the-minute information and training brokers regarding the latest products, resources, and industry updates
  • 25 years of staying abreast of changes and updates of FNMA/FHLMC, FHA/VA, Non-QM, 2nd Lien, and hard money guidelines
  • Grew the customer base by leveraging social media channels, cold calling, electronic mail, Microsoft applications, SalesForce, and Hubspot CRM for the organization for tracking, and closure of client accounts
  • Established a robust leads pipeline while establishing over 200 new accounts thru May 2024
  • Manage solicitation of Wholesale Brokers and Non-Del Correspondent Lenders pipeline
  • Ability to communicate effectively both verbally and in writing
  • Proficient in adapting to changing market conditions while taking on added responsibilities
  • Utilize LoanSifter and ReadyPrice to monitor competition pricing in wholesale market

Business Development, Outside Mortgage Sales Consultant

Caliber Loans / Newrez
Murrieta, CA
08.2017 - 11.2017
  • Expanded prospecting skills by nurturing business partnerships integral to future success
  • Grew market share by building and retaining referral partners consisting of Attorneys, Accountants, Financial Planners, Builders, and Real Estate Agents
  • Uncovered sales opportunities and track daily activities by utilizing various databases
  • Provided exceptional customer service to clients, business partners, and team members
  • Offered solutions and benefits to potential clients for relationship and sales opportunities

Business Development, Outside Mortgage Sales Consultant

Wells Fargo Bank
San Diego, CA
10.2011 - 10.2017
  • Exceeded company sales volume goals by 75% by driving aggressive sales growth
  • Garnered customer satisfaction ratings 25% beyond company standards
  • Networked with 20-30 business partners who made key contributions to revenue growth
  • Identified customer needs and pitched appropriate solutions by using active listening to communicate appropriate products based on financial and credit data
  • Captured new business referrals by forging high-quality contracts and business relationships
  • Delivered consistent exceptional customer service while staying abreast of the latest programs, policies, procedures, and regulatory requirements

Business Development, Outside Mortgage Sales Consultant

Washington Mutual/Chase
Atlanta, GA
11.2002 - 04.2008
  • Ranked in the Top 5% of associates with recognition of national award for sales results
  • Earned status as the most profitable district by training account executives in best sales practices, including marketing and jumpstarting sales numbers
  • Captured strategic accounts from key competitors, leading to consistent market share gains
  • Developed and maintained a network of existing businesses while generating new leads and securing new clients through strategic and innovative marketing initiatives
  • Presented sales information to various target audiences, including business owners, consumers, networking groups, agents, and upper-level executives

Education

Bachelor of Arts - Economics

Eastern Illinois University
Charleston, IL

Skills

  • Broker relationship management
  • Lead generation
  • Consultative selling
  • Loan program knowledge
  • Market trend analysis
  • Sales strategy development

Timeline

Wholesale Mortgage Account Executive

Plaza Home Mortgage
04.2024 - Current

Business Development Manager / Account Executive

The Loan Store
03.2022 - 05.2024

Business Development, Outside Mortgage Sales Consultant

Caliber Loans / Newrez
08.2017 - 11.2017

Business Development, Outside Mortgage Sales Consultant

Wells Fargo Bank
10.2011 - 10.2017

Business Development, Outside Mortgage Sales Consultant

Washington Mutual/Chase
11.2002 - 04.2008

Bachelor of Arts - Economics

Eastern Illinois University

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KEVIN LOCKWOOD