National Account Executive

🕒 Junho 30

🌺 Hawaii – Remoto

🌺 Hawaii – Remote

💵 $100.000 - $150.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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Axos Bank

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2000

🏦 Bancário

💸 Finanças

💳 Fintech

Banking • Finance • Fintech

O Axos Bank é uma instituição financeira que oferece uma variedade de serviços, incluindo banco pessoal e comercial, empréstimos comerciais e serviços de investimento. Eles fornecem contas correntes e de poupança, certificados de depósito, hipotecas, empréstimos pessoais e empréstimos para automóveis. O Axos Bank é conhecido por suas soluções de banco digital, incluindo um aplicativo móvel que permite aos clientes gerenciar suas finanças, fazer pagamentos e investir, tudo em um só lugar. O Axos Bank enfatiza a proteção avançada de dados para um banco online seguro e oferece contas de poupança de alto rendimento e ferramentas financeiras inovadoras.

Descrição

• Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize the Jumbo/Super-Jumbo, Non-QM/Niche market. • Prepare and provide a recommendation summary all proposed Wholesale and Correspondent customer approval requests. • Ongoing training for approved business partners as it relates to our website portal, product/price, guidelines, policies and procedures. Including vetting scenarios and structuring loans for submission. • Ongoing effort to develop, network and cultivate relationships, including webinars, office presentations, participation in related industry conferences. • Manage loan pipeline utilizing web based pipeline management tools. Including working closely with key department leaders and staff to accomplish production objectives. • Maintain industry and market awareness, including competitor changes, and new product development. • Improve and update CRM (SalesForce) data on a daily basis.

🎯 Requisitos

• 3+ Years Wholesale/Correspondent/Mortgage Lending Sales. • Existing book of business/prospects focused on Jumbo/Super Jumbo, Non-QM, Niche market. • Demonstrate recent history of successful networking objectives, cultivating and developing B2B relationships, including the ability to develop and deploy a strategic, self-directed business plan to optimize growth. • Expansive Jumbo/Super-Jumbo, Non-QM/Niche experience and product knowledge including demonstrated depth of understanding in Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products. • Basic knowledge and understanding of Residential Real Estate transactions (Contracts, escrow and closing processes, Listing/Selling Agent relationships, etc.) • SalesForce experience and familiarity. • Microsoft Office Suite proficiency (Word, XL, PPT, Outlook) • Experience and/or basic understanding of Multi-family, Commercial, and Warehouse lending. • Real Estate financing or Real Estate sales experience. • Broad understanding of Social Media marketing and platforms (LinkedIn, YouTube, Meta). • Basic understanding of Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant).

🏖️ Benefícios

• Medical, Dental, Vision, and Life Insurance • Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year) • HSA or FSA account and other voluntary benefits • 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan • Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading