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Wholesale account manager skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Jonathan Byers,

Kaustav Misra Ph.D.

Below we've compiled a list of the most critical wholesale account manager skills. We ranked the top skills for wholesale account managers based on the percentage of resumes they appeared on. For example, 15.2% of wholesale account manager resumes contained customer service as a skill. Continue reading to find out what skills a wholesale account manager needs to be successful in the workplace.

15 wholesale account manager 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 managers use customer service:

Managed and increased sales to a portfolio of approximately 200 wholesale customers by providing superior customer service and product knowledge.
Provide accurate information to customers regarding order status and product availability with a high quality of customer service.

2. Loan Programs

Here's how wholesale account managers use loan programs:

Trained and assisted brokers with the banks web supported operating system, loan programs, and underwriting policies.
Priced out loans for brokers, and sell loan programs.

3. 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 managers use account executives:

Maintain relationships with brokers, correspondents and Account Executives
Key Activities included: * Managed pipelines, transactions, and deadlines for multiple Sales Staff and high producing Account Executives.

4. Underwriting Guidelines

Underwriting guidelines are a set of rules and requirements an insurer provides to its agents and underwriters. The underwriter then uses these instructions to judge the prospective insured, whether to accept, modify or reject it. These guidelines help the insurers set the criteria for the customer and let them know the amount of money that should be offered to the client, or whether not to offer an insurance policy in the first place.

Here's how wholesale account managers use underwriting guidelines:

Maintained a thorough understanding of underwriting guidelines, product descriptions and pricing.
Reviewed loan packages to meet underwriting guidelines and overall financial compliance.

5. Customer Inquiries

Here's how wholesale account managers use customer inquiries:

Developed product presentations tailored specifically for customer's needs; Kept record of customer inquiries and actions taken.
Fielded customer inquiries, update and maintain client database.

6. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how wholesale account managers use account management:

Developed new business and account management by utilizing strong relationship-building and customer-service skills.
Account management for nationwide broker wholesale accounts.

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7. 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 managers use fha:

Process Conventional & FHA loans.
Ordered Payoff, VOE, Title, FHA Case #, Tax Transcripts, LDP/GSA, Flood Cert, Insurance.

8. Trade Shows

Here's how wholesale account managers use trade shows:

Selected to attend national trade shows and identify new business opportunities.
Generated loan applications via trade shows, broker open houses, MLS meetings, and sales calls to approved vendors.

9. RESPA

Here's how wholesale account managers use respa:

Prepared and mailed out loan disclosure packages to clients to satisfy RESPA regulations.
Reviewed all disclosures and re-disclosed to 2010 RESPA guidelines Submitted file to Investor for approval.

10. Business Relationships

Here's how wholesale account managers use business relationships:

Established new business relationships and educated clients.
Reached out to potential clients and fostered new business relationships.

11. Mortgage Brokers

Here's how wholesale account managers use mortgage brokers:

Developed quality relationships with mortgage brokers and mortgage bankers to originate loans in the Prime Market.
Top producing account manager on a team of 20-25, serviced the largest producing mortgage brokers.

12. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how wholesale account managers use product knowledge:

Spearheaded production efforts for new corporate product knowledge training collateral.
Provided catalogs and did product knowledge meetings.

13. Sales Reports

A sale report also known as the sales analysis report provides an overview of the situation of the sales within a company. It reveals various trends occurring in the sales numbers over a certain period. It also analyses the steps of the sales funnel, projects areas for improvement along with the performance of sales executives.

Here's how wholesale account managers use sales reports:

Billed customers, daily posting of invoices to spreadsheets, typing appraisals, prepared monthly sales reports, reconciled customers accounts.
Controlled HR tasks, such as approving and submitting payroll, sales reports and sales projections.

14. Loan Applications

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Here's how wholesale account managers use loan applications:

Verified information accuracy according to loan application.
Compile, review, and submit loan applications for automated approval and underwriting.

15. Business Sales

Here's how wholesale account managers use business sales:

Conducted business-to-business sales of video-based training titles to domestic and international clients in banking, insurance and transportation industries.
Utilized strong follow-up and time management skills to close business-to-business sales through professional demeanor & strong interpersonal skills.

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What skills help Wholesale Account Managers 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 manager resumes?

Jonathan Byers

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 manager skills would you recommend for someone trying to advance their career?

Kaustav Misra Ph.D.

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 managers need?

Dr. Vallari Chandna

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 manager stand out to employers?

Todd Lee Goen

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 managers possess?

Eric Bostwick Ph.D.

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?

List of wholesale account manager skills to add to your resume

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

Customer Service
Loan Programs
Account Executives
Underwriting Guidelines
Customer Inquiries
Account Management
FHA
Trade Shows
RESPA
Business Relationships
Mortgage Brokers
Product Knowledge
Sales Reports
Loan Applications

Business Sales
USDA
Customer Orders
Customer Accounts
Loan Approval
Credit Reports
Business Development
Customer Issues
Sales Presentations
Gross Profit
Process Loans
Mortgage Loans
Cold Calls
Sales Strategies

Customer Relations
QuickBooks
Compliance Regulations
Product Development
AE
Broker Relationships
Wholesale Clients
Journal Entries
Sales Techniques
Wholesale Division
Loan Packages
Automated Underwriting

Updated January 8, 2025

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

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