HELOC Wholesale Account Executive

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee and sustain long-term relationships with mortgage brokers.

• Recognize, nurture, and broaden new business prospects through sales, marketing, and referrals.

• Manage the process of broker reviews and new broker presentations.

• Instruct brokers on the procedures for loan package submissions, underwriting, loan programs, and compliance standards.

• Relay updates regarding bank programs through email, phone calls, and face-to-face meetings.

• Address and resolve disputes between brokers and the bank.

• Engage in industry organizations to uphold the bank's visibility.

• Organize and take part in after-hours events.

• Oversee the sales support team.

• Conduct performance assessments, coaching sessions, training, and implement progressive disciplinary actions when necessary.

• Offer management feedback concerning service quality matters.

• Create and present tracking reports for senior management.

• Interact with clients and bank personnel through email, phone, mail, and in-person visits.

• Attend events at broker locations, entailing up to 75% local travel.

• Complete additional tasks and projects as assigned by management.

⛳️ Requirements

• High school diploma or equivalent is mandatory.

• An Associate or Bachelor’s degree is preferred.

• A minimum of two years of experience in the industry or a related field is required.

• Strong communication skills when interacting with both internal and external parties.

• Ability to adjust messages to fit the audience and context effectively.

• Competent written communication abilities, including emails, letters, and electronic communication platforms.

• Professional demeanor, appearance, and presence are essential.

• Outstanding interpersonal skills combined with a constructive, solutions-oriented mindset.

• Good professional judgment and the capacity to mitigate risks.

• Assertive, positive, and persistent approach to cold calling sales.

• Proficient in Microsoft 365 products and applications.

• Familiarity with online banking systems is advantageous.

• Capability to learn new systems and applications while adapting to changes in workflow.

• Regular travel by car within the designated market is required.

• Occasional out-of-state travel may be necessary.

• Must be available for Monday to Friday schedules, with potential Saturday and after-hours commitments as needed.

• First American Bank is not able to sponsor applicants for work visas.

🏝️ Benefits

• Opportunities for career advancement and stability.

• Access to development programs and special initiatives.

• Potential for upward mobility within the organization.

• Comprehensive benefits package for full-time employees.

• Additional compensation opportunities may be available.