Wholesale /TPO Account Executive
Ameris Bank 19 reviews - Orlando, FL

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Wholesale/TPO- Account Executive Job Description: • Responsible for aggressive prospecting of new clients in assigned territory.• Obtains approval packages for new community banks and credit unions.• Responsible for soliciting new loan files from approved mortgage clients in assigned territory.• Provides on-going service support to mortgage clients.• Communicates and trains clients on HME products, policies and procedures to ensure all loan files are complete and within guidelines; must maintain an adequate funding ratio.• Actively manages the loan pipeline from origination to closing.• Establishes and maintains an effective territory plan of attack for consistent client contact and provides a written report of sales call activities to the sales manager.• Attend meetings of local and state trade associations.• Stay abreast of indices, market changes, and underwriting guideline changes so you may discuss the mortgage market in an informed fashion.
Job Requirements: • High School diploma or equivalent. College degree preferred• Demonstrates sales ability and presentation skills.• Strong communication, organization and time management skills• Minimum of 2 years experience in the mortgage industry; preferably in a sales capacity• Articulate speaker with good interpersonal skills• Conduct outside sales calls to potential clients to originate applications.• Review possible submissions and compare to current underwriting guidelines to ensure loans are within HME guidelines.• Make sure client is provided accurate turn-times for all portions of the loan process from submission to funding• Ability to work under pressure and meet deadlines with minimal supervision.• Ability to work evenings and/or weekends as necessary.• Review of loan pipeline at a minimum of (3) three times per week to ensure loans are proceeding at an acceptable pace.• Attend meetings of local and state trade associations.• Establish a business plan; as well as daily, weekly, monthly and yearly goals.• Reliable and appropriate auto transportation, valid driver's license and auto insurance.

About this company
19 reviews
Ameris Bancorp enjoys the financial climate of the Deep South. It is the holding company of Ameris Bank, which serves retail and consumer...