National Account Executive

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $100k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

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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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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