Summary
Overview
Work History
Skills
References
Timeline
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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
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
Jennifer Peters