Axos Bank

Account Manager

• Develop, manage and maintain productive relationships with qualified new car franchisees and select independent automobile dealership personnel to achieve the production, efficiency and profitability objectives of the assigned area of responsibility
• Promoting and selling organization's product line or services to new prospects or legacy customers within a targeted territory
• Leading the selling opportunities identification, customer satisfaction improvement and business relationship enhancement
• Preparing periodic reports of customer activity and gathering information to be used for sales forecasting and production

Dealer Relationship Manager

Account Executive

• Build and manage a loyal customer base of mortgage brokers and bankers who commit loans regularly
• Customer training, knowledge building, sales and marketing to create brand and product awareness
• Act as Broker/Banker's liaison for customer service, loan process, pricing/rate lock, pipeline management, and escalations
• Prospect, source and approve new Wholesale and Correspondent business partners specializing in Jumbo/Super-Jumbo, Non-QM/Niche
• Prepare and provide recommendation summaries for Wholesale and Correspondent customer approval requests
• Provide ongoing training on website portal, product/price, guidelines, policies, and procedures, including vetting and structuring loans
• Develop, network and cultivate relationships via webinars, office presentations, and industry conferences
• Manage loan pipeline using web-based pipeline management tools and collaborate with department leaders to meet production objectives
• Maintain industry and market awareness including competitor changes and new product development
• Update CRM (SalesForce) data daily

National Account Executive

• Proactively solicit new client relationships within the Property Management CONDO/HOA business industry
• Outbound sales activity: direct calling, networking activities, outbound phone calls, email, trade conferences, appropriate social media
• Actively cross-sell appropriate banking solutions to new and existing clients
• Manage portfolio for growth, risk mitigation, referral opportunity, and retention
• Work effectively with Marketing to develop, launch, and manage targeted sales campaigns
• Maintain current contact and client data records in Salesforce
• Continually monitor practices of competition and report findings to management
• Develop a referral network of industry professionals
• Deliver appropriate cash/treasury management solutions

VP, Senior HOA Relationship Manager

• Senior-level commercial banking professional responsible for acquiring, developing, and managing client relationships in the Property Management CONDO/HOA and HOA Loans sector
• Drive deposit and fee income growth, deliver treasury and cash management solutions, and expand Axos Bank’s footprint in the HOA vertical
• Proactively solicit new client relationships and perform outbound sales activity: direct calling, networking activities, outbound phone calls, email, trade conferences, appropriate social media
• Actively cross-sell appropriate banking solutions to new and existing clients and manage portfolio for growth, risk mitigation, referral opportunity, and retention
• Work with Marketing to develop targeted sales campaigns and maintain client data in Salesforce
• Monitor competition and develop referral network of industry professionals

Dealer Relationship Manager

National Account Executive

VP, Senior HOA Relationship Manager

Vice President, Senior HOA Relationship Manager