National Account Executive
About The Position
This role is 100% commission-based. Axos is seeking an Account Executive (AE) for the NY- Tri State market who will build and manage a loyal customer base of mortgage brokers and bankers that will commit loans to the bank on a regular basis. In this role, you will be responsible for customer training, knowledge building, sales and marketing efforts focused on creating brand and product awareness. You will act as the Broker'/Banker's liaison, bridging any gaps they might have with our staff, engaging on every level, customer service, loan process, pricing/rate lock, pipeline management, and escalations to business leaders. Key Performance Indicators (KPI) are used to identify strategic business goals and provide accountability and visibility for the AE and Management Team.
Requirements
- 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.)
Responsibilities
- Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize in the Jumbo/Super-Jumbo, Non-QM/Niche market.
- Prepare and provide a recommendation summary for 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
