Wholesale Account Executive – HELOC

Job not on LinkedIn

🔥 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 • Ensure consistent communication, support, and strategic collaboration to drive business growth • Identify, cultivate, and expand new business opportunities through sales, marketing, and referral networks • 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 via email, telephone, and in-person visits • Resolve conflicts between brokers and the bank • Participate in industry organizations to maintain bank visibility within the mortgage broker community • Coordinate and participate in after-hours events to build connections, enhance brand presence, and strengthen professional relationships • Supervise sales support staff • Conduct performance evaluations, coaching sessions, training, and progressive disciplinary action as needed • Provide management with feedback regarding service quality issues • Develop, refine, and deliver tracking reports for senior management • Communicate with clients and bank staff via email, telephone, mail, and in-person visits • Attend functions at various broker locations • Travel up to 75% locally • Complete additional assignments and projects designated by management • Work as an officer-level Mortgage Broker Sales Manager for First American Bank, a community bank founded in Chicago with operations in Wisconsin and Florida

🎯 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 external and internal contacts • Ability to tailor messages appropriately to the audience and situation • Effective and succinct written communication, including emails, letters, and electronic platforms • Professional spelling and grammar • Professional demeanor, appearance, and presence • Exemplary interpersonal skills and a constructive, solutions-focused approach • Sound professional judgment to balance organizational and customer interests and mitigate risks • 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 • Ability to learn and adapt to new systems and applications and adjust responsibilities/workflows after system upgrades • Regular travel by car to various locations throughout the market • Occasional out-of-state travel may be required • Availability for scheduled hours typically Monday through Friday 8:00am-5:00pm or 9:00am-6:00pm, with Saturdays and after-hours as necessary • First American Bank will not sponsor applicants for work visas

🏖️ Benefits

• Career growth and advancement opportunities • Development opportunities and exposure to special programs • Full range of benefits for full-time employees • Additional compensation opportunities may be available • Equal Opportunity Employer

Apply Now

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