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 and compliance requirements
Update brokers on changes to bank programs
Resolve conflicts between brokers and the bank
Material participation in industry organizations
Coordinate and actively participate in after-hour events
Responsible for supervision of sales support staff
Develop, refine, and deliver comprehensive tracking reports for senior management
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
Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills
Use sound professional judgment to balance the interests of the organization and customer
Cold calling sales ability with assertive, positive, and persistent style
Proficiency with Microsoft 365 products and applications

HELOC Wholesale Account Executive

Key skills