Post job

Explore jobs

Find specific jobs

Explore careers

Explore professions

Best companies

Explore companies

OverviewJobsResume

Skills

EducationDemographicsJob DescriptionHow To HireBest CompaniesRemote JobsJob OutlookCompareEntry Level jobsFull Time jobsWork From Home jobs
zippia ai icon

Automatically apply for jobs with Zippia

Upload your resume to get started.

Wholesale account executive skills for your resume and career

Updated January 8, 2025
5 min read
Quoted experts
Jonathan Byers,
Kaustav Misra Ph.D.
Wholesale account executive example skills
Below we've compiled a list of the most critical wholesale account executive skills. We ranked the top skills for wholesale account executives based on the percentage of resumes they appeared on. For example, 16.8% of wholesale account executive resumes contained customer service as a skill. Continue reading to find out what skills a wholesale account executive needs to be successful in the workplace.

15 wholesale account executive skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how wholesale account executives use customer service:
  • Managed & assisted mortgage brokers ensuring accuracy in data information, quality customer service, and professional demeanor.
  • Dedicated and responsible for maintaining, and building relationships with accounts while providing exceptional customer service.

2. Mortgage Brokers

Here's how wholesale account executives use mortgage brokers:
  • Created and nurtured new relationships with mortgage brokers throughout Georgia and Florida in a geographic territory previously unsolicited by the company.
  • Mortgage Lenders Network Responsible for generating and developing business relationships with mortgage brokers in the Philadelphia and Southern New Jersey markets.

3. Wholesale Accounts

Here's how wholesale account executives use wholesale accounts:
  • Originated residential loans and developed new wholesale accounts.
  • Opened new wholesale accounts, trained them on unique processes, guided loan submissions through complicated underwriting system.

4. Account Executives

Account executives help build good relationships with new and existing clients. They interact with brand teams and clients, making them the point of contact. A sales development representative responsibilities entail facilitating sales, generating potential leads, and referring customers to the best salesperson. To succeed in this job post, you need to have the best customer service, math, analytical, interpersonal, and communication skills. A bachelor's degree in business marketing, sales, or a similar field fits this role.

Here's how wholesale account executives use account executives:
  • Established and defined territories and successfully mentored less seasoned account executives
  • Managed 4 Junior Wholesale account Executives

5. FHA

The Federal Housing Administration (FHA) stands for a government agency in the United States that offers housing insurance to FHA-approved lenders who follow certain conditions.

Here's how wholesale account executives use fha:
  • Solicited wholesale and mini-correspondent originators for business including FHA, VA, and non-conforming portfolio (Payment Option Mortgage Products).
  • Helped clients structure loans for their perspective borrowers to meet FNMA/FHLMC and FHA as well as individual investor's underwriting guidelines.

6. Va

Virtual assistants are the professionals who provide assistance for businesses virtually from remote areas. These individuals are hired by online businesses to perform management and administrative tasks of the company such as marketing, bookkeeping, and many other services. with virtual assistants, businesses can exist and work virtually without any need for a physical office.

Here's how wholesale account executives use va:
  • Expanded Guild's FHA/VA client base in San Diego area utilizing extensive contacts in the San Diego territory.
  • Serviced 90 active accounts in an area covering Richmond, VA down to Outer Banks, NC.

Choose from 10+ customizable wholesale account executive resume templates

Build a professional wholesale account executive resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your wholesale account executive resume.

7. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how wholesale account executives use crm:
  • Improved efficiency and customer satisfaction through implementation of a CRM tool to organize, track and report customer client status.
  • Surpassed targeted goal of 300 client touches per week, utilizing CRM system to reach objective.

8. Loan Process

Here's how wholesale account executives use loan process:
  • Adhered to company goal of ensuring strong integrity in the mortgage loan process by personally monitoring applications from origination though funding.
  • Coordinated loan processing with underwriters and brokers.

9. Loan Products

Here's how wholesale account executives use loan products:
  • Developed expertise in marketing loan products while proactively growing referral network through office and trade show presentations in assigned territory.
  • Handle relationships between bank and outside banks and broker to meet their construction loan, land loan and portfolio loan products.

10. Sales Presentations

Here's how wholesale account executives use sales presentations:
  • Traveled regularly to broker offices to conduct informational sales presentations on products, underwriting guidelines, and in-house software training.
  • Generated sales activity by contacting potential clients, facilitating sales presentations, and preparing and executing marketing proposals.

11. Market Trends

Here's how wholesale account executives use market trends:
  • Monitor market trends and identify future business opportunities and profitability.
  • Maintained a strong working knowledge of the mortgage industry including regulations, reforms and market trends.

12. Fannie MAE

Here's how wholesale account executives use fannie mae:
  • Trained personnel on Fannie Mae's desktop underwriting products and assisted retail loan officers in structuring and submitting mortgage files.
  • Established Freddie Mac/Fannie Mae contacts as expert sources for product and account queries.

13. AE

AE stands for account executive, a professional specializing in selling goods and services through face-to-face interactions, calls, or even correspondence. Besides closing sales, they are responsible for handling client accounts, conducting research and analyses to find sales opportunities, developing sales pitches and strategies, reaching out to potential customers, and building positive relationships with clients.

Here's how wholesale account executives use ae:
  • Supported CP loans nationwide providing the CP training for broker's and AE's.
  • Achieve Top 5 status for Non Tenured AE

14. Sales Territory

Here's how wholesale account executives use sales territory:
  • Developed high volume sales territory through marketing conventional and government wholesale mortgage products to brokers and correspondent lenders.
  • Developed and managed all business opportunities within a defined sales territory.

15. USDA

Here's how wholesale account executives use usda:
  • Manufactured Homes *USDA *True Rural Homes *Hobby Farms *Farm & Ranch- No min/ max.
  • Prepared files for submission to MI companies and USDA.
top-skills

What skills help Wholesale Account Executives find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on wholesale account executive resumes?

Jonathan ByersJonathan Byers LinkedIn profile

Assistant Director, Virginia Polytechnic Institute and State University


- Professional skills related to career development competencies such as strong oral & written communication, teamwork & collaboration, leadership, problem-solving ability & creativity, and professional integrity, but we recommend that applicants do not just list these skills. They should provide evidence of how they have used them in their work experience, volunteer experience, academic experience, etc.
-The ability to use technology effectively to solve problems or improve collaboration; this could relate to social media management, computer hardware or software skills, proficiency with general programs like Microsoft Office Suite (also being able to demonstrate the use of these skills in various experiences).
-With diversity, equity, and inclusion becoming more important in 2020, the ability to appreciate different points of view, accept and appreciate different cultural backgrounds & types of identities, and increased awareness of one's own cultural biases and assumptions can also be important to market on a resume.

What wholesale account executive skills would you recommend for someone trying to advance their career?

Kaustav Misra Ph.D.Kaustav Misra Ph.D. LinkedIn profile

Associate Dean, Central Connecticut State University

This pandemic taught us many things and one important thing that we have an efficiency gap.

The way of doing business will be much more technology orientated. Hence graduates should be ready to unskill and upskill their credentials. This time it is necessary to forget the old way of doing business and learn new skills to get a job or stay in a current job. Soft skills have become much more important than before, but a different soft skill set would be essential to interact with future market participants. Thus, a gap year should be utilized to unskill-upskill and enhance relevant credentials by getting into short-long term programs, training, and workshops would be highly recommended.

What type of skills will young wholesale account executives need?

Dr. Vallari ChandnaDr. Vallari Chandna LinkedIn profile

Chair and Associate Professor, University of Wisconsin - Green Bay

Critically, for all graduates, expertise or interests, in sustainability will be important. The reason behind this is the shift in looking at sustainability holistically and not just as something one-person does. This would also give an edge to those with degrees, specifically in sustainability. Graduates with degrees related to sustainability will often be asked to oversee or manage these across-the-board sustainability endeavors. Also, soft skills are highly desired. The ability to be better at time management, work in teams, and have a strong work ethic, will be more desirable. These are all interconnected with remote work as well. Employees who "thrived" in the pandemic were those able to manage their work-life balance, work remotely in teams, all the while performing well. The skills are thus "transferable" to both modalities of work in this way.

What technical skills for a wholesale account executive stand out to employers?

Todd Lee GoenTodd Lee Goen LinkedIn profile

Instructor & Internship Director, Christopher Newport University

Technical skills are often industry and/or position specific. Applicants should highlight any technical skills related to the position advertisement and those that add value to the position/organization. Most importantly, requirements for technical skills change with time and technological advances. This means employers value workers capable of adapting to change and continually improving and acquiring new technical skills. Thus, it's usually more important to demonstrate you are capable of learning and developing technical skills than it is to have a specific skill set upon hire (although this is not true for some positions/industries).
That said, technical skills related to online presentations, virtual meetings, virtual networking, remote working and the like are hot commodities right now. While most organizations were in the process of adopting many of these technologies and ways of doing business pre-pandemic, the pandemic accelerated the process. Organizations are making it work, but they often don't know best practices or the most efficient means of working in the largely virtual, pandemic environment. Post-pandemic, many of the remote/virtual changes the pandemic brought will stay in some form. Technical skills that support this type of workplace will make applicants stand out to many employers because they need/want to do virtual/remote business better.

What soft skills should all wholesale account executives possess?

Eric Bostwick Ph.D.Eric Bostwick Ph.D. LinkedIn profile

Professor of Accounting, The University of West Florida

Similar to the answer above, oral and written communication skills have been important for a number of years, but in our current environment, these skills have become much more important. Our ability to pick up on the context surrounding email messages is reduced since we have fewer in-person interactions, and even our virtual meetings eliminate much of the body language that we use--both consciously and unconsciously--to interpret what other people mean by what they say. Thus, candidates will stand out when they can clearly articulate their thoughts in both written form, via email or chat, and in oral form, via the ubiquitous "Brady Bunch" layout on their coworkers' computer screens.
Do you want to know more?
Read more about what experts have to say about wholesale account executive

List of wholesale account executive skills to add to your resume

Wholesale account executive skills

The most important skills for a wholesale account executive resume and required skills for a wholesale account executive to have include:

  • Customer Service
  • Mortgage Brokers
  • Wholesale Accounts
  • Account Executives
  • FHA
  • Va
  • CRM
  • Loan Process
  • Loan Products
  • Sales Presentations
  • Market Trends
  • Fannie MAE
  • AE
  • Sales Territory
  • USDA
  • Freddie Mac
  • Business Development
  • Trade Shows
  • Product Knowledge
  • Business Relationships
  • Real Estate
  • Loan Programs
  • Origination
  • Underwriting Guidelines
  • Cold Calls
  • Broker Relationships
  • Wholesale Division
  • Account Management
  • Loan Submissions
  • Business Sales
  • Loan Applications
  • Loan Pipeline
  • Client Relationships
  • Credit Unions
  • Mortgage Bankers
  • Product Offerings
  • Loan Packages
  • Loan Volume
  • Financial Institutions
  • Product Guidelines
  • Sales Volume
  • Automated Underwriting
  • Jumbo
  • FNMA
  • Credit Reports
  • Sales Strategies
  • FHLMC
  • Credit Analysis

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse sales jobs