Minimum of five years of wholesale mortgage lending sales experience.
Prior management or leadership experience.
Strong communication skills and a customer-oriented mindset.
Knowledge of mortgage lending compliance and regulatory requirements (e.g., TILA, RESPA, HMDA).
Requirements:
Develop and execute a regional sales strategy aligned with company production and profitability targets.
Grow market share through broker acquisition, activation and retention initiatives; recruit, develop, and retain high-performing Account Executives within the managed territory.
Educate and train lending partners on company products, policies and procedures; establish and maintain relationships with mortgage brokers and mortgage bankers to generate business referrals.
Collaborate with Operations and Underwriting to ensure service excellence and elevate the Company’s brand positioning through industry conferences and regional events.
Job description
Description
Wholesale Regional Sales Manager
Position Overview:
The Wholesale Regional Sales Manager is responsible for driving production, profitability, and strategic growth within the Third-Party Origination (TPO) channel across an assigned geographic region. This position oversees Account Executives to expand market share, deepen broker relationships, and execute company growth initiatives.
Ideal candidates for this position have strong leadership abilities, a customer-oriented mindset with prior sales experience, excellent communication skills, and proven knowledge of mortgage lending compliance and regulatory requirements.
Essential Functions of the Role:
Develop and execute a regional sales strategy aligned with Company production and profitability targets.
Grow market share expansion through broker acquisition, activation and retention initiatives.
Recruit, develop, and retain high-performing Account Executives within the managed territory.
Educate and train lending partners on Company products, policies and procedures.
Establish and maintain relationships through frequent travel with mortgage brokers and mortgage bankers to generate business referrals.
Elevate the Company’s brand positioning through industry conferences and regional events.
Collaborate with Operations and Underwriting to ensure service excellence.
Other duties as assigned.
Classification: Full Time, Exempt
Essential Knowledge/Skills/Abilities:
Ability to train, motivate, and delegate teams
Strong customer-oriented mindset
Excellent communication skills
Ability to build professional relationships
Knowledge of local, state, and federal lending laws (TILA, RESPA, HMDA, etc.)
Ability to adapt to market changes
Knowledge of the mortgage loan process
Ability to train, motivate, and delegate teams
Experience Requirements:
Minimum of five (5) years of wholesale mortgage lending sales experience required.
Prior management experience preferred.
Education / Licensing Requirements:
High school diploma or equivalent required. Some college preferred.
Working Conditions:
Fast-paced environment.
Requires normal vision (corrected) both close and distant.
Requires normal hearing levels (corrected).
Requires working at a desk to use a phone and computer for extended periods of time.
Requires sitting, bending.
Works effectively with frequent interruptions.
Lifting requirements of 10 lbs. occasionally.
Frequent travel >50%.
Along with a great culture and competitive pay, full-time employees are eligible to receive additional benefits:
Medical, dental, and vision insurance
Short-term and long-term disability
401(k) and Roth 401(k) plans and Company match
Company-provided life insurance
8 paid holidays
AND MORE!
Pay: starting at $70K annually depending on experience, with eligibility for commissions.
