National Account Executive

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

📋 Description

• Identify, source, and approve new Wholesale and Correspondent business partners focused on Jumbo/Super-Jumbo and Non-QM/Niche markets.

• Create recommendation summaries for approval requests from prospective Wholesale and Correspondent customers.

• Provide training for approved business partners on the website portal, products/pricing, guidelines, policies, and procedures.

• Evaluate scenarios and structure loans for submission.

• Build, network, and foster relationships through webinars, office presentations, and industry conferences.

• Oversee the loan pipeline utilizing web-based pipeline management tools.

• Collaborate with department leaders and team members to achieve production goals.

• Stay informed on industry and market trends, including competitor updates and new product introductions.

• Daily update of Salesforce CRM data.

• Act as a liaison between brokers/bankers and Axos staff across customer service, loan processing, pricing/rate lock, pipeline management, and escalations.

• Utilize KPIs to align with strategic business objectives and ensure accountability.

⛳️ Requirements

• Minimum of 3 years in Wholesale/Correspondent/Mortgage Lending Sales.

• Established book of business/prospects targeting Jumbo/Super Jumbo, Non-QM, and niche markets.

• Proven track record of successful networking and developing B2B relationships.

• Capability to create and implement a strategic, self-directed business plan for growth optimization.

• Extensive experience and product knowledge in Jumbo/Super-Jumbo and Non-QM/Niche markets.

• Familiarity with Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products.

• Basic understanding of Residential Real Estate transactions, including contracts, escrow and closing processes, and relationships with Listing/Selling Agents.

• Experience with Salesforce and familiarity with its functionalities.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Experience or basic understanding of Multi-family, Commercial, and Warehouse lending.

• Background in Real Estate financing or Real Estate sales.

• Broad knowledge of Social Media marketing and platforms (LinkedIn, YouTube, Meta).

• Basic familiarity with Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant).

• Must successfully complete a credit check, criminal background check, and pre-employment drug screening.

• Must satisfy U.S. employment eligibility requirements through E-Verify/Right to Work processes.

🏝️ Benefits

• Medical, Dental, Vision, and Life Insurance.

• Paid Sick Leave.

• Three weeks of Vacation.

• Approximately 11 Holidays per year.

• HSA or FSA account.

• Additional voluntary benefits.

• 401(k) Retirement Savings Plan with Employer Match Program.

• 529 Savings Plan.

• Employee Mortgage Loan Program.

• Complimentary access to an Axos Bank Account with Self-Directed Trading.