HELOC Wholesale Account Executive

Role Overview

• Manage and maintain long-term partnerships with mortgage brokers
• Identify, cultivate, and expand new business opportunities
• Educate brokers on our loan package submission procedures
• Resolve conflicts between brokers and the bank
• Coordinate and actively participate in after-hour events
• Responsible for supervision of sales support staff
• Develop, refine, and deliver comprehensive tracking reports

Requirements

• High school diploma or equivalent required
• Bachelor’s degree with emphasis on business, finance, or accounting preferred
• Minimum two years of experience in the field or related area
• Must be professional, comfortable speaking with external and internal contacts
• Demonstrated ability to convey thoughts and ideas effectively
• Maintain good working relationships with internal partners
• Cold calling sales ability, with assertive, positive, and persistent style
• Proficiency with Microsoft 365 products and applications

Benefits

• Additional compensation may be earned based on successful referrals for retail loans
• Professional development opportunities
• Career growth and stability