National Account Executive

September 27

🌺 Hawaii – Remote

Although this job is listed in Hawaii, this company may be open to hiring remote in other states.

💵 $100k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

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Axos Bank

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Banking • Finance • Fintech

Axos Bank is a financial institution offering a range of services including personal and business banking, commercial lending, and investment services. They provide checking and savings accounts, certificates of deposit, mortgages, personal loans, and auto loans. Axos Bank is known for digital banking solutions, including a mobile app that allows customers to manage their finances, make payments, and invest, all from one place. Axos Bank emphasizes advanced data protection for secure online banking and offers high-yield savings accounts and innovative financial tools.

1001 - 5000 employees

Founded 2000

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• Build and manage a loyal customer base of mortgage brokers and bankers who commit loans regularly • Customer training, knowledge building, sales and marketing to create brand and product awareness • Act as Broker/Banker's liaison for customer service, loan process, pricing/rate lock, pipeline management, and escalations • Prospect, source and approve new Wholesale and Correspondent business partners specializing in Jumbo/Super-Jumbo, Non-QM/Niche • Prepare and provide recommendation summaries for Wholesale and Correspondent customer approval requests • Provide ongoing training on website portal, product/price, guidelines, policies, and procedures, including vetting and structuring loans • Develop, network and cultivate relationships via webinars, office presentations, and industry conferences • Manage loan pipeline using web-based pipeline management tools and collaborate with department leaders to meet production objectives • Maintain industry and market awareness including competitor changes and new product development • Update CRM (SalesForce) data daily

🎯 Requirements

• 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) • Successful completion of credit check, criminal background check, and pre-employment drug screening (including marijuana)

🏖️ Benefits

• 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