Wholesale Mortgage Account Executive

Panorama Mortgage Group LLC•Spring Valley, NV

14h

About The Position

Position Overview: Drive wholesale mortgage production by developing, managing, and expanding relationships with new and existing mortgage brokers. Ensure brokers are fully trained on Travisa Financials’ products, guidelines, and processes while providing ongoing support to achieve targeted sales and production goals. This role is intended for experienced wholesale professionals with an established book of business.

Requirements

Minimum 5 years of experience in the mortgage lending industry
At least 3 years of wholesale mortgage lending sales experience
Established book of business and active broker relationships required
Fast learner and self-starter with the ability to work independently
Experience with loan origination software; Encompass TPO Connect preferred
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Strong verbal, written, and presentation skills
Detail-oriented with excellent organizational and follow-up skills
Customer service–focused with the ability to thrive in a production-driven environment
As needed travel between the United States and Mexico to meet business needs
English preferred; Bilingual (English/Spanish) desired.

Responsibilities

Develop and maintain strong relationships with existing and prospective mortgage brokers.
Source and generate consistent broker leads through in-person meetings, phone outreach, and presentations
Achieve a minimum production volume of $10 million per month
Pre-qualify loan files prior to submission
Train brokers on Travisa Financial’s products, policies, procedures, and underwriting guidelines
Work directly with brokers and loan officers on marketing programs and initiatives
Provide ongoing service and support to broker partners
Stay current on underwriting guidelines and program changes
Maintain accurate broker contacts, pipeline activity, and sales reporting in the company CRM
Track sales activity, pipeline status, and production metrics
Ensure compliance with outside sales requirements and reporting obligations
Ensure loan files submitted by brokers are complete and within company guidelines
Comply with all policies and procedures outlined in the Company Handbook
Serve as the primary point of contact for assigned broker partners
Coordinate communication between brokers and internal teams to support loan progress
Maintain clear, consistent communication regarding product updates, guidelines, and expectations
Represent Travisa Financial professionally with internal stakeholders and external partners