Regional Sales Manager – Wholesale

Responsibilities and Duties:

• Upon joining, you are expected to bring 2–3 experienced sales professionals as part of your team and actively recruit additional talent to enhance market coverage.
• Train, mentor, and manage a high-performing team of Account Executives.
• Set individual and team goals, monitor performance, and provide ongoing coaching and feedback to achieve targets.
• Foster a collaborative, results-oriented culture that aligns with the company’s values and mission.

• Develop and implement strategic sales plans to drive revenue growth in the non-agency mortgage market.
• Monitor market trends, competitor activities, and industry developments to identify opportunities and adjust strategies accordingly.
• Collaborate with internal teams, including underwriting, operations, and marketing, to streamline processes and enhance client satisfaction.

• Build and maintain strong relationships with brokers and other key partners to expand the company’s network and market presence.
• Represent the company at industry events, trade shows, and meetings to promote services and build brand awareness.
• Ensure customer needs are met by addressing concerns promptly and providing exceptional service.

• Track and analyze sales performance metrics, providing regular reports to senior leadership.
• Identify areas for improvement and implement initiatives to optimize sales productivity and efficiency.
• Manage sales budgets and ensure alignment with company objectives.

Education and Experience:

• High School Diploma or equivalent required; bachelor’s degree in business, finance, or a related field preferred, or comparable professional experience.
• Minimum of 5+ years of experience in wholesale mortgage sales, with a focus on non-agency products.
•  Minimum 2+ years managing a wholesale non-Agency sales team.
•  Deep understanding of wholesale mortgage products, particularly non-agency loans.
•  Strong leadership and people management skills, with the ability to motivate and inspire a team.
•  Excellent communication, negotiation, and relationship-building skills.
•  Analytical mindset with the ability to interpret sales data and make data-driven decisions.
•   Proficiency in Salesforce software and other sales tools.

• Sales Leadership & Team Development: Builds, coaches, and holds accountable a high-performing team of Account Executives to consistently exceed production goals.
• Strategic Revenue Execution: Develops and executes targeted sales strategies that drive growth in the non-agency and non-Agency wholesale mortgage market.
• Market & Product Expertise: Demonstrates deep knowledge of wholesale mortgage products and market dynamics to position solutions competitively and effectively.
• Relationship & Influence Management: Establishes and strengthens broker and partner relationships while effectively negotiating and resolving escalations.
• Performance Analytics & Accountability: Leverages sales data, KPIs, and CRM reporting to drive decision-making, improve productivity, and optimize team results.
  
  

• Integrity: Ensures ethical sales practices, transparent communication, and responsible growth within the wholesale channel.
• Collaboration: Works cross-functionally with underwriting, operations, marketing, and leadership to align sales initiatives with operational capabilities.
• Excellence: Drives consistent revenue performance, operational efficiency, and continuous improvement across the sales team.
• Critical Curiosity: Monitors market trends, competitor strategies, and evolving broker needs to proactively adapt and refine sales strategies.