HELOC Wholesale Account Executive

🔥 9 hours ago

🐊 Florida – Remote

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💵 $75k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of First American Bank

First American Bank

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, loan programs, and compliance requirements • Communicate changes to bank programs via email, telephone, and in-person visits • Resolve conflicts between brokers and the bank • Participate in industry organizations to maintain bank visibility • Coordinate and participate in after-hours events • Supervise sales support staff • Conduct performance evaluations, coaching sessions, training, and progressive disciplinary action as needed • Provide management feedback on service quality issues • Develop and deliver tracking reports for senior management • Communicate with clients and bank staff through email, telephone, mail, and in-person visits • Attend functions at broker locations, with up to 75% local travel • Complete additional assignments and projects as directed 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 appropriately to the audience and situation • Effective written communication, including emails, letters, and electronic platforms • Professional demeanor, appearance, and presence • Exemplary interpersonal skills and a constructive, solutions-focused approach • Sound professional judgment and ability to mitigate risks • Cold calling sales ability with an assertive, positive, and persistent style • Proficiency with Microsoft 365 products and applications • Exposure to online banking systems is a plus • Ability to learn new systems and applications and adapt to workflow changes • Must travel regularly by car throughout the assigned market • Occasional out-of-state travel may be required • Availability for Monday–Friday schedules, with Saturdays and after-hours as necessary • First American Bank will not sponsor applicants for work visas

🏖️ Benefits

• Career growth and stability • Development opportunities and special programs • Advancement opportunities • Full range of benefits for full-time employees • Additional compensation opportunities may be available

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🚫👨‍🎓 No degree required