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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx ●

Account Executive / Senior Manager Mortgage Industry

Pipeline Management ~ Product / Sales Training ~ Staff Leadership ~ Negotiations ~ Public Speaking




         Seasoned background in the lending industry with significant leadership experience and proven success in account development and management, up-selling, loan origination, underwriting, credit analysis, risk management, and client training.

         Consummate experience in retail and wholesale residential mortgage products including VA, FHA, Conventional, and Jumbo loans.

         Able to cultivate immediate rapport, gain prospects confidence, and deliver convincing sales presentations to acquire new business.

         Highly skilled at prioritizing, planning, and managing multiple concurrent tasks to meet critical timelines and performance goals.

         Excel at identifying and implementing process improvements which elevate client satisfaction, enhance competitive positioning, minimize risk, and optimize account retention.


Selected Achievements


         Personally generated $500M annually in residential mortgage loans at Washington Mutual, with peak year producing over $900M.

         Recognized as President s Club winner on 10 occasions at Washington Mutual by continually ranking among top 5% sales professionals nationwide.

         Applied dynamic leadership talents toward directing, mobilizing, and motivating more than 300 sales and operations employees to collectively meet or surpass business development goals.

         Created and delivered persuasive presentations throughout career to win new business and outpace peers.

         Played a pivotal role in formulating and implementing strategic business plan for Washington Mutual to penetrate Chicago area market.

  • Repeatedly achieved individual and team goals while enriching and maintaining cooperative relationships with cross-functional personnel.


Professional Experience


Stearns Lending, 2015 to Present

Account Executive

         Proficiently serve as primary point of contact to customers regarding product inquiries, underwriting, pricing, and loan closing procedures and status.

         Promote, effectively position, and sell mortgage products via wholesale and non-delegated correspondent channels.





Professional Experience continued Yyyyyy x. yyyyyy Page 2 of 2


American Financial Resources, Inc., 2015

Account Executive

         Proactively conducted sales calls with prospective and existing accounts to uncover, assess, and capitalize on new opportunities.

         Trained and educated accounts on policies and procedures, guidelines and updates, while providing highly attentive support and service to clients and their staff.

         Managed account pipeline to maximize market share and submitted regular projections to management.


Pacific Union Financial, 2012 to 2014

Senior Account Executive

         Brought on board at new start-up to sign new accounts offering competitive mortgage products with an emphasis in FHA financing.

         Successfully migrated key accounts from prior lending firm and fostered strong relationships with account base to maximize retention and loyalty.

         Continually educated client and their personnel on lending products, credit options, and guidelines.


Clearpoint Funding, 2012

Senior Account Executive

         Seamlessly transitioned key accounts from MetLife and established strong territory by sourcing, penetrating, and securing new business.

         Delivered exceptional customer service by maintaining comprehensive knowledge of lending programs, policies, procedures, and regulatory requirements.


MetLife Home Loans, 2011 to 2012

Wholesale Account Representative

         Initiated new purchase-driven wholesale and correspondent relationships throughout Chicago metropolitan area to meet or exceed defined objectives.

         Trained and advised customers in producing quality mortgages and effectively maintaining pipeline.

         Determined account development goals, devised and implemented business plan, reported progress regularly to management, and consistently achieved production targets.


StoneGate Mortgage, 2010 to 2011

Business Development Manager

         Established solid territory for FHA business with wholesale and correspondent customers.


Washington Mutual, 1995 to 2008

Senior Account Manager

         Acquired and managed 30+ national accounts by nurturing cohesive relationships with banks, brokers, and credit unions.

         Consistently placed among top 5% of all account managers across the country throughout tenure.

         Prepared and presented compelling and informative presentations to prospective companies and clients.

         Conducted extensive training sessions to employees regarding selling techniques, new product lines, company direction, and business development strategies.




Mortgage Bankers Association


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