Manage and maintain long-term partnerships with mortgage brokers.
Identify, cultivate, and expand new business opportunities.
Manage the broker review and new broker presentation process.
Educate brokers on our loan package submission procedures.
Update brokers on changes to bank programs.
Resolve conflicts between brokers and the bank.
Coordinate and participate in after-hour events.
Responsible for supervision of sales support staff.
Provide feedback to management regarding quality of service issues.
Develop, refine, and deliver comprehensive tracking reports.
Conduct and complete additional assignments/projects as designated by management.

High school diploma or equivalent required.
Associate or Bachelor’s degree 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 and succinctly via written formats.
Maintain professional standards relating to spelling and grammar.
Ability to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
Cold calling sales ability, with assertive, positive, and persistent style.
Proficiency with Microsoft 365 products and applications.
Exposure to online banking systems a plus.
Demonstrated ability to learn new systems and applications.

Additional compensation opportunities may be available for this role.
Investing in Our Employees, Our Communities, and Our Customers Supporting Your Development.
Strengthening Our Community Our involvement in the communities we serve goes beyond just financial assistance.
Supporting Your Well-Being In addition to excellent advancement opportunities and exceptional starting pay, our full-time employees can look forward to a full range of benefits.

HELOC Wholesale Account Executive

Key skills