Note: The job is a remote job and is open to candidates in USA. Axos Bank is a digital-first financial institution seeking a National Account Executive to build and manage relationships with mortgage brokers and bankers. The role involves customer training, sales and marketing efforts, and acting as a liaison for brokers/bankers to enhance business operations.
Responsibilities
- Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize the Jumbo/Super-Jumbo, Non-QM/Niche market
- Prepare and provide a recommendation summary all proposed Wholesale and Correspondent customer approval requests
- Ongoing training for approved business partners as it relates to our website portal, product/price, guidelines, policies and procedures. Including vetting scenarios and structuring loans for submission
- Ongoing effort to develop, network and cultivate relationships, including webinars, office presentations, participation in related industry conferences
- Manage loan pipeline utilizing web based pipeline management tools. Including working closely with key department leaders and staff to accomplish production objectives
- Maintain industry and market awareness, including competitor changes, and new product development
- Improve and update CRM (SalesForce) data on a daily basis
Skills
- 3+ Years Wholesale/Correspondent/Mortgage Lending Sales
- Existing book of business/prospects focused on Jumbo/Super Jumbo, Non-QM, Niche market
- Demonstrate recent history of successful networking objectives, cultivating and developing B2B relationships, including the ability to develop and deploy a strategic, self-directed business plan to optimize growth
- Expansive Jumbo/Super-Jumbo, Non-QM/Niche experience and product knowledge including demonstrated depth of understanding in Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products
- Basic knowledge and understanding of Residential Real Estate transactions (Contracts, escrow and closing processes, Listing/Selling Agent relationships, etc.)
- SalesForce experience and familiarity
- Microsoft Office Suite proficiency (Word, XL, PPT, Outlook)
- Experience and/or basic understanding of Multi-family, Commercial, and Warehouse lending
- Real Estate financing or Real Estate sales experience
- Broad understanding of Social Media marketing and platforms (LinkedIn, YouTube, Meta)
- Basic understanding of Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant.)
Benefits
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave, 3 weeks Vacation, and Holidays (about 11 a year)
- HSA or FSA account and other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
- Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
Company Overview