National Account Executive

🔥 2 minutes ago

🌺 Hawaii – Remote

🌺 Hawaii – Remote

💵 $100k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Axos Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

🏦 Banking

💸 Finance

💳 Fintech

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.

📋 Description

• 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.

🎯 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).

🏖️ 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