National Account Executive

🕒 Setembro 10

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $100.000 - $150.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

🦅 Patrocina Visto H1B

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Logo of Axos Bank

Axos Bank

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

• Prospect, source, and approve new Wholesale and Correspondent business partners specializing in Jumbo/Super-Jumbo and Non-QM/Niche markets • Prepare recommendation summaries for proposed Wholesale and Correspondent customer approval requests • Train approved business partners on the website portal, products/pricing, guidelines, policies, and procedures • Vet scenarios and structure loans for submission • Develop, network, and cultivate relationships through webinars, office presentations, and industry conferences • Manage the loan pipeline using web-based pipeline management tools • Work with department leaders and staff to accomplish production objectives • Maintain industry and market awareness, including competitor changes and new product development • Update Salesforce CRM data daily • Serve as a liaison between brokers/bankers and Axos staff across customer service, loan processing, pricing/rate lock, pipeline management, and escalations • Use KPIs to support strategic business goals and accountability

🎯 Requisitos

• 3+ Years Wholesale/Correspondent/Mortgage Lending Sales • Existing book of business/prospects focused on Jumbo/Super Jumbo, Non-QM, Niche market • Demonstrated history of successful networking, cultivating and developing B2B relationships • 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 • Understanding of Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products • Basic knowledge of Residential Real Estate transactions, including contracts, escrow and closing processes, and Listing/Selling Agent relationships • 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) • Must successfully pass a credit check, criminal background check, and pre-employment drug screening • Must meet U.S. employment eligibility requirements through E-Verify/Right to Work processes

🏖️ Benefícios

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

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