HELOC Wholesale Account Executive

🕒 Setembro 4

🐊 Florida – Remoto

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💵 $75.000 - $80.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🧑‍💼 Executivo de Contas

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 1%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of First American Bank

First American Bank

501 - 1000 funcionários

🏦 Bancário

💸 Finanças

💳 Fintech

Banking • Finance • Fintech

O First American Bank é uma instituição financeira que oferece uma variedade de serviços bancários, incluindo soluções bancárias pessoais e empresariais. Eles se concentram em oferecer produtos financeiros personalizados para atender às necessidades de seus clientes, garantindo experiências bancárias eficientes e seguras.

Descrição

• Manage and maintain long-term partnerships with mortgage brokers • Identify, cultivate, and expand new business opportunities through sales, marketing, and referrals • Manage the broker review and new broker presentation process • Educate brokers on loan package submission procedures, underwriting processes, loan programs, and compliance requirements • Update brokers on changes to bank programs by email, telephone, and in-person visits • Resolve conflicts between brokers and the bank • Participate in industry organizations to maintain bank visibility in the mortgage broker community • Coordinate and participate in after-hours events • Supervise sales support staff • Conduct performance evaluations, coaching sessions, training, and progressive discipline as needed • Provide management feedback on service quality issues • Develop and deliver tracking reports for senior management • Communicate with clients and bank staff via email, telephone, mail, and in-person visits • Attend functions at broker locations, with up to 75% local travel • Complete additional assignments and projects designated by management

🎯 Requisitos

• High school diploma or equivalent required • Associate or Bachelor’s degree preferred • Minimum two years of experience in the field or related area • Professional communication skills with internal and external contacts • Ability to tailor messages to the audience and situation • Effective, concise written communication, including emails, letters, and electronic platforms • Professional spelling and grammar standards • Professional demeanor, appearance, and presence • Exemplary interpersonal skills and constructive, solutions-focused approach • Sound professional judgment and risk mitigation ability • Cold calling sales ability with an assertive, positive, and persistent style • Proficiency with Microsoft 365 products and applications • Ability to prepare or review documents, procedures, and reports • Exposure to online banking systems a plus • Ability to learn new systems and applications and adapt workflows after system upgrades • Regular travel by car to various locations throughout the market • Occasional out-of-state travel may be required • Availability Monday through Friday 8:00am–5:00pm or 9:00am–6:00pm, with Saturdays and after-hours as necessary • Applicants must meet work authorization requirements; First American Bank will not sponsor work visas

🏖️ Benefícios

• Additional compensation opportunities may be available • Career growth and advancement opportunities • Development opportunities and special career programs • Exceptional starting pay • Full range of benefits for full-time employees • Equal opportunity employer protections • Disability accommodation support

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