
Top-performing Senior Account Executive with 14+ years of mortgage banking and wholesale lending experience driving national business development, broker engagement, and production growth. Proven track record of managing nationwide broker and correspondent relationships, generating more than $110 million in annual funded volume, and consistently exceeding sales objectives. Recognized as Rookie of the Year and Top Account Executive for outstanding production and partner development. Expertise includes Conventional, FHA, VA, Jumbo, Non-QM, and renovation lending products, with a reputation for delivering strategic lending solutions, exceptional service, and long-term broker loyalty.
• Manage a nationwide territory consisting of 45 active broker and correspondent relationships, serving as the primary point of contact for production growth and business development.
• Generate approximately $110 million in annual loan production, averaging more than $10 million per month.
• Grew overall account production by an average of 20% annually through strategic partner development, targeted sales initiatives, and relationship expansion.
• Earned Rookie of the Year and Top Account Executive production awards for exceptional sales performance and revenue generation.
• Serve as a trusted advisor to lending partners on loan structuring, product selection, guideline interpretation, and complex scenarios.
• Deliver comprehensive training and guidance on loan products, pricing strategies, underwriting guidelines, and operational processes.
• Develop and execute territory growth strategies focused on recruiting new broker relationships and expanding production within existing accounts.
• Collaborate with underwriting, operations, and leadership teams to resolve challenges, improve service levels, and accelerate loan closings.
• Provide ongoing market intelligence, product updates, and competitive positioning strategies to help partners grow their mortgage businesses.
• Built and strengthened relationships with new and existing accounts to drive revenue growth.
• Trained clients on Caliber's LOS platform and loan processes.
• Provided resources and solutions for broker and correspondent partners.
• Delivered market, product, and guideline updates.
• Maintained more than 50 approved accounts while monitoring production performance.
• Built and maintained long-term relationships with broker and correspondent accounts.
• Educated brokers on products, systems, guidelines, and processes.
• Served as a primary resource for loan solutions and business development strategies.
• Closed an average of approximately $20 million in monthly loan volume.
• Consistently met and exceeded production goals while managing a high-volume pipeline.
• Originated mortgage loans and guided clients through all stages of the lending process.
• Analyzed borrower financial profiles for Conventional, FHA, VA, and Jumbo financing.
• Maintained licensing in 17 states and delivered exceptional customer experiences.