Jennifer Peters
Kansas City,MO
Summary
Personable, motivated business professional with a strong proven track record for developing multi-state territories. Excellent communication and people skills. Driven by principles when building rapport and in development of loyal clientele. Flourish in deadline-driven environments. Self-directed and works as a productive and collaborative team member. Effective as a manager and a team builder. Versatile and adaptive to shifting priorities. Outstanding assessment skills. Create paths to solutions.
Overview
32
32
years of professional experience
Work History
Correspondent Account Manager
Truist Bank
Richmond, VA
04.2018 - Current
- Develop and maintain strategic relationships with 70+ correspondents in a 7 state territory ( IA, MI, MN, MO, ND, SD, WI) for a top 10 bank. *
- Responsible for promoting bank products and services to meet clients needs while ensuring compliance with bank policies, market share targets and industry regulations.
- Facilitate contract negotiations, analyzing key performance indicators and client profitability.
- Participate in industry events/conferences at a regional and national level to promote the bank's brand and increase market share.
Account Manager
QuickInsured
03.2017 - 02.2018
- Built and maintained 7-state territory for startup software company that integrates home owner’s insurance quote and bind process directly into LOS systems for mortgage lenders
- Develop and execute marketing plans for entering new territories and scaling strategic growth in desired areas
- Training and development of mortgage lending partners for accurate implementation into mortgage loan process flow utilizing long term industry partnerships.
Account Manager
Essent Guaranty, Inc
01.2014 - 03.2017
- Built and maintained a defined territory for a national mortgage insurance provider
- Developed marketing strategies and relationship building to grow market share
- Recognized for year over year high percentage increases in NIW and new client acquisition
- Served as MI Liaison for the MBAKC Chapter.
Wholesale Account Executive
United Fidelity Funding
11.2011 - 01.2014
- Built and maintained the Midwest region for the new Wholesale Mortgage Services Division in Missouri, Iowa, Kansas, Nebraska, Arkansas, Minnesota, Arizona and Louisiana
- Developed and executed marketing plans for entering new territories and adjusting to market demand
- Responsible for training and development of broker partners increasing production and profitability throughout several market changes and shifts.
Wholesale Account Executive
Union National Mortgage
02.2011 - 11.2011
- Built and maintained the Midwest region for the new Wholesale Mortgage Services Division in Missouri, Iowa, Kansas, Nebraska, Arkansas, Minnesota, Arizona and Louisiana
- Developed and executed marketing plans for entering new territories and adjusting to market demand
- Responsible for training and development of broker partners increasing production and profitability throughout several market changes and shifts.
Regional Production Manager
Liberty Mortgage / BB & T Corporation
01.2006 - 08.2010
- Hired and managed 4 Account Representatives to build an 11-state territory while maintaining personal production
- Developed and executed marketing plans for entering new territories
- Performed thorough analysis, concentrating on financial stability, equity return potential and contractual terms to select and recommend broker partner opportunities
- Responsible for training and development of new broker partners and account executives.
Regional Sales Manager
E *Trade Financial
04.2005 - 01.2006
- Built and maintained the Midwest Region for the new Wholesale Mortgage Services Division
- Developed and implemented strategic incentive sales program for Account Executives and marketing plans for entering new territories.
Wholesale Account Executive
RBC Mortgage Company / Chase Manhattan funding / PSP Direct / Hearthside Lending
12.1999 - 04.2005
- Built, developed and maintained key broker accounts over a 4-state territory with each company
- Average funding for RBC was 20 million monthly with a rating in the top 5 % in units and closing volume
- Rates a s a top Chase Account Executive based on volume, closing ratio and units
- Established and maintained PSP Direct conforming and non-conforming Wholesale Division, while supervising 3 Account Executives, and personally managing 80 broker client accounts
- Successfully introduced and expanded Hearthside Lending Wholesale market into a 16-state territory.
Assistant Manager of Operations
North American Savings Bank
05.1992 - 12.1999
- Responsible for new branch openings that included all systems coordination and set up
- Hired and trained Loan Officers, Loan Closers and Loan Processors in all aspects of their respective positions
- Created training manuals for Loan Officers and a Residential Lending Manual for better utilization of workflow and procedures
- Originated 1st and 2nd mortgages
- Started as a loan shipping clerk in 1992; promoted to Loan Closer in 1994, Processor in 1997, Loan Department Trainer in 1997.
Skills
- Effective communicator
- Proven Sales Experience
- Relationship Management
- Problem Solver
References
References available upon request
Timeline
Correspondent Account Manager
Truist Bank
04.2018 - Current
Account Manager
QuickInsured
03.2017 - 02.2018
Account Manager
Essent Guaranty, Inc
01.2014 - 03.2017
Wholesale Account Executive
United Fidelity Funding
11.2011 - 01.2014
Wholesale Account Executive
Union National Mortgage
02.2011 - 11.2011
Regional Production Manager
Liberty Mortgage / BB & T Corporation
01.2006 - 08.2010
Regional Sales Manager
E *Trade Financial
04.2005 - 01.2006
Wholesale Account Executive
RBC Mortgage Company / Chase Manhattan funding / PSP Direct / Hearthside Lending
12.1999 - 04.2005
Assistant Manager of Operations
North American Savings Bank
05.1992 - 12.1999