Wholesale Development Specialist

Business Unit
United Wholesale Mortgage


This position performs outbound calls to potential clients to qualify them as partner leads for the Wholesale Development Team Directors.  This position will require working closely with the Wholesale Development Team and the Business Development Team to ensure accurate and effective quality of sales leads.


  • Making outgoing calls to potential clients to schedule high quality leads for Directors on Wholesale Development Team (WDT)
  • Serving as WDT’s Directors representative when dealing with clients via phone, email, etc.
  • Delivering prepared sales talks, reading from scripts that describe UWM products and process in order to persuade the potential client for a follow up call that the WDT Sales Agent will schedule with the Directors
  • Documenting each call as per company and WDT procedures in Salesforce
  • Following up with potential clients in a timely manner if necessary
  • Demonstrating an aptitude for sales, be able to ask for the next meeting with a Director
  • Applying a positive client service attitude in interactions with all clients.
  • Communicating effectively and professionally in all forms of communication with internal and external clients
  • Obtaining names and telephone numbers of potential clients from outside sources
  • Maintaining regular attendance and arrive to work on time.  9am – 6pm, shift



This position will give a team member who is interested in a sales position the ground floor training needed for any sales position at UWM.   It will give you the knowledge of what WDT does and how we get our clients at UWM.  It can segway into a position as a BDT Specialist, WDT Account Executive, WDT Director or boost up your resume’s client service experience.


  • Great client service 
  • Strong communication skills
  • High sense of urgency
  • Ability to adapt quickly
  • Strong multi-tasking skills
  • Thrives in a fast-paced environment
  • Very comfortable being on the phone 
  • Onsite attendance is required
  • High School Diploma


Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.


It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.


From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.


More reasons you’ll love working here include:

  • Paid Time Off (PTO) after just 30 days
  • Additional parental and maternity leave benefits after 12 months
  • Adoption reimbursement program
  • Paid volunteer hours
  • Paid training and career development
  • Medical, dental, vision and life insurance
  • 401k with employer match
  • Mortgage discount and area business discounts
  • Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
  • Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon 
  • Gourmet cafeteria featuring homemade breakfast and lunch
  • Convenience store featuring healthy grab-and-go snacks
  • In-house Starbucks and Great Lakes Coffee Roasting Company
  • Indoor/outdoor café with Wi-Fi


All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer.

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