Wholesale Account Executive – HELOC

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

📋 Description

• Oversee and nurture enduring relationships with mortgage brokers.

• Ensure ongoing communication, assistance, and strategic partnerships to foster business expansion.

• Discover, develop, and enhance new business prospects through sales, marketing, and referral networks.

• Manage the broker review process and the introduction of new brokers.

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

• Keep brokers informed about updates to bank programs through email, phone calls, and face-to-face meetings.

• Address disputes between brokers and the bank.

• Engage in industry organizations to maintain the bank's presence within the mortgage broker sector.

• Organize and take part in after-hours events to foster connections, enhance brand visibility, and strengthen professional ties.

• Supervise the sales support team.

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

• Provide management with insights regarding service quality concerns.

• Develop, refine, and present tracking reports for senior management.

• Communicate with clients and bank personnel via email, telephone, postal mail, and in-person visits.

• Attend events at various broker locations.

• Travel locally up to 75% of the time.

• Complete additional tasks and projects assigned by management.

• Serve as an officer-level Mortgage Broker Sales Manager for First American Bank, a community bank established in Chicago with operations in Wisconsin and Florida.

⛳️ Requirements

• High school diploma or equivalent is mandatory.

• Associate or Bachelor’s degree is preferred.

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

• Professional communication skills when interacting with both external and internal contacts.

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

• Proficient and concise written communication, including emails, letters, and digital platforms.

• Strong spelling and grammar skills.

• Professional demeanor, appearance, and presence.

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

• Sound professional judgment to balance organizational and customer interests while mitigating risks.

• Cold calling sales capabilities with an assertive, positive, and tenacious approach.

• Proficient in Microsoft 365 products and applications.

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

• Willingness to learn and adapt to new systems and applications, adjusting responsibilities/workflows following system upgrades.

• Regular car travel to various locations throughout the market.

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

• Availability for scheduled hours typically from Monday to Friday, 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM, with the possibility of Saturdays and after-hours work as required.

• First American Bank does not sponsor applicants for work visas.

🏝️ Benefits

• Opportunities for career growth and advancement.

• Development opportunities and exposure to special programs.

• A comprehensive range of benefits for full-time employees.

• Additional compensation opportunities may be available.

• Equal Opportunity Employer.