HELOC Wholesale Account Executive

🕒 April 13

🐊 Florida – Remote

🐊 Florida – Remote

💵 $75k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

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First American Bank

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

First American Bank is a financial institution that provides a range of banking services, including personal and business banking solutions. They focus on offering customized financial products to meet the needs of their customers, ensuring efficient and secure banking experiences.

📋 Description

• Manage and maintain long-term partnerships with mortgage brokers • Identify, cultivate, and expand new business opportunities • Manage the broker review and new broker presentation process • Educate brokers on our loan package submission procedures and compliance requirements • Update brokers on changes to bank programs • Resolve conflicts between brokers and the bank • Material participation in industry organizations • Coordinate and actively participate in after-hour events • Responsible for supervision of sales support staff • Develop, refine, and deliver comprehensive tracking reports for senior management • Conduct and complete additional assignments/projects as designated by management

🎯 Requirements

• High school diploma or equivalent required • Associate or Bachelor’s degree preferred • Minimum two years of experience in the field or related area • Must be professional, comfortable speaking with external and internal contacts • Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats • Maintain professional standards relating to spelling and grammar • Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills • Use sound professional judgment to balance the interests of the organization and customer • Cold calling sales ability with assertive, positive, and persistent style • Proficiency with Microsoft 365 products and applications

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options