Financial Services Sales Agent Career Research and Resources
WELLS FARGO HOME MORTGAGE
Network marketed realtors and assigned bank branches to originate loans. Home Mortgage Consultants are bank employees and are W-2. They develop relationships with real estate agents who might then recommend these mortgage loan consultants to their clients when they are ready to apply for a loan. Their annual earnings are based on a salary/draw and commission from the number and type of loans they broker each year. Mortga...
Avg. Salary: $30,000 · Company Rank: Not Available
WORLD SAVINGS
Originate consumer real estate loans both purchases and refinance via branch operations. Home Mortgage Consultants are bank employees and are W-2. They develop relationships with real estate agents who might then recommend these mortgage loan consultants to their clients when they are ready to apply for a loan. Their annual earnings are based on a salary/draw and commission from the number and type of loans they broker ea...
Avg. Salary: $30,000 · Company Rank: Not Available
ASSURED FINANCIAL SERVICES INC
Real estate loan originations. They develop relationships with real estate agents who might then recommend these mortgage loan consultants to their clients when they are ready to apply for a loan. Often time working on difficult loans requiring private investor financing as a final loan option. Their annual earnings are based on a commission from the number and type of loans they broker each year. These include collectin...
Avg. Salary: $30,000 · Company Rank: Not Available
MESA LOAN SERVICES
Service existing client base while growing additional brokers base to increase sales. As a wholesale account executive, I qualified new accounts expanding the footprint of the company while maintaining status of existing account eligibility. I would advise on pricing matters on individual loans as well as bulk loan sales and their commensurate pricing. I would also answer specific underwriting guideline questions and coo...
Avg. Salary: $30,000 · Company Rank: Not Available
Universal Bancorp
Increase the lending footprint to include other states and increase sales volume gradually. As a wholesale account executive, I qualified new accounts expanding the footprint of the company while maintaining status of existing account eligibility. I would advise on pricing matters on individual loans as well as bulk loan sales and their commensurate pricing. I would also answer specific underwriting guideline questions a...
Avg. Salary: $30,000 · Company Rank: Not Available
BANK ONE N.A.
Sales all states west of the Mississippi River. Increase the Bank's profitability by cultivating new business relationships originally tasked with all states west of the Mississippi River. Maintain and develop customer relationships specifically large mortgage bankers which I termed HUB Accounts, new business, and periodic review of existing loan arrangements. Negotiate proper structure of loan purchase contracts with bu...
Avg. Salary: $30,000 · Company Rank: Not Available
US NAVY
Leadership, training and management of personnel assigned as well as the material readiness, maintenance and reapirs of all equipment and spaces assigned The United States Navy (USN) is the naval warfare service branch of the United States Armed Forces and one of the seven uniformed services of the United States. It is the largest navy in the world, with a battle fleet tonnage that is greater than that of the next 13 large...
Avg. Salary: $30,000 · Company Rank: Not Available
Knight Capital
• Recruited to help build out Global Program trading platform and execution tools, while actively sales trading existing US business. • Worked closely with derivatives team to build competitive suite of offerings to various clients. • Implemented systems & procedures necessary to build an ETF creation/redemption business, as well as more advanced TCA/Performance Analysis. • Assisted in constructing both index & risk prod...
Avg. Salary: $127,500 · Company Rank: 2.0 out of 5
Societe Generale
• Recruited to escalate the Global Program business to competing with top tier competitors, as well as help build an ETF creation/redemption business. • Leveraged strong client relationships to help grow the agency Program business while working closely with risk platform to grow the principal business. • Capitalized on strong derivatives product to deeper penetrate existing firm relationships and significantly increase m...
Avg. Salary: $127,500 · Company Rank: 2.0 out of 5
Credit Suisse
International Program Trading – Vice President, Sales Trader (June 2003-September 2009) • Maintain Primary coverage for 20+ US based accounts, trading international markets, both developed and emerging, while also providing secondary coverage to most accounts on the desk. • Traded Canadian & Latin American stocks for U.S., Asian & European clients, as well as liaising with regional offices to optimize client service. • C...
Avg. Salary: $127,500 · Company Rank: Not Available
