Wholesale Mortgage Account Executive at Panorama Mortgage Group LLC

Spring Valley, Nevada, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Apr, 26

Salary

0.0

Posted On

21 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wholesale Mortgage Lending, Broker Relationships, Loan Origination Software, Sales Reporting, Customer Service, Training, Communication, Detail-Oriented, Organizational Skills, Presentation Skills, Self-Starter, Production-Driven Environment, Microsoft Office Suite, Underwriting Guidelines, Pipeline Management, Marketing Programs

Industry

Financial Services

Description

Description 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. Key Responsibilities: P – Producer (Execution & Results): 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 A – Administrator (Process & Accuracy): 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 I – Integrator (Communication & Coordination): 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 Requirements Education/Experience: 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 Travel: As needed travel between the United States and Mexico to meet business needs Language: English preferred; Bilingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant

Responsibilities

The Wholesale Mortgage Account Executive is responsible for driving wholesale mortgage production by developing and managing relationships with mortgage brokers. This includes training brokers on products and providing ongoing support to achieve sales goals.