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Role Description

The Wholesale Account Executive role is responsible for identifying, prospecting, and soliciting new business leads while focusing on growing existing accounts.

• Cultivate meaningful relationships with TMAC broker network, offering excellent service, and securing repeat business.
• Develop and execute strategies to drive business in new and existing markets.
• Act as a consultant, educating brokers on TMAC’s products and services.
• Collect and analyze borrowers' assets and investments, advising brokers on the advantages and disadvantages of TMAC’s financial products.
• Guide brokers and other partners through the investment process.
• Account oversight, management, and maintenance.
• Partner with internal support team to deliver optimal service levels and foster account relationships.
• Maintain current knowledge of industry trends to anticipate and proactively meet customer needs.
• Maintain familiarity with regulatory and industry standards and requirements.
• Develop long-term relationships with third-party originators by examining risks and potential in recommended deals.
• Ensure the timely and successful delivery of our solutions according to broker’s needs.
• Ensure proper collection of required documents and closing.
• Work closely and collaboratively with operations team during the closing process.

Company Description