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.

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

• Administer the broker review and introduce new broker presentation processes.

• Inform brokers about loan package submission procedures, underwriting processes, loan programs, and compliance necessities.

• Keep brokers updated on modifications to bank programs via email, phone calls, and in-person visits.

• Address conflicts arising between brokers and the bank.

• Engage in industry organizations to uphold the bank's visibility within the mortgage broker community.

• Organize and take part in after-hours events.

• Supervise the sales support team.

• Conduct performance evaluations, coaching sessions, training, and implement progressive discipline when necessary.

• Provide management with insights on service quality issues.

• Create and present tracking reports for senior management.

• Communicate with clients and bank personnel through email, phone, mail, and in-person meetings.

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

• Complete additional assignments 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 relevant field or a related area is required.

• Professional communication skills for interacting with both internal and external parties.

• Ability to customize messages to suit the audience and context.

• Proficient, succinct written communication skills, including emails, letters, and electronic platforms.

• Adherence to professional spelling and grammar standards.

• Maintains a professional demeanor, appearance, and presence.

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

• Solid professional judgment and risk management skills.

• Capacity for cold calling sales with an assertive, positive, and persistent attitude.

• Proficient in using Microsoft 365 products and applications.

• Ability to prepare or review documents, procedures, and reports.

• Familiarity with online banking systems is an advantage.

• Capability to learn new systems and applications and adapt workflows post system upgrades.

• Regular travel by car to various locations within the market is expected.

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

• Availability from Monday to Friday, 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM, with occasional Saturdays and after-hours as needed.

• Applicants must fulfill 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 salary.

• Comprehensive benefits package for full-time employees.

• Equal opportunity employer protections.

• Support for disability accommodations.