National Account Executive

Axos Bank

Account Executive responsible for managing broker relationships and training in mortgage lending. Focus on Jumbo/Super Jumbo lending at Axos Bank.

Posted 6/30/2026full-timeRemote • Hawaii • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize the Jumbo/Super-Jumbo, Non-QM/Niche market.
Prepare and provide a recommendation summary 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.

Requirements

What you’ll need

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).

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Wholesale Mortgage LendingJumbo/Super-Jumbo KnowledgeNon-QM/Niche Market ExpertiseLoan StructuringCRM Data ManagementResidential Real Estate TransactionsSocial Media MarketingGenerative AI Understanding

Soft Skills

NetworkingTrainingRelationship CultivationStrategic Planning