HELOC Wholesale Account Executive

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $75k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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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 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

🎯 Requirements

• 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

🏖️ Benefits

• 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