Service Sales Consultant, Telecom and Technology
NCR Atleos
National Account Executive
Axos Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • Colorado, Hawaii • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $150,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
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)
- Successful completion of credit check, criminal background check, and pre-employment drug screening (including marijuana)
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Wholesale LendingCorrespondent LendingMortgage SalesJumbo LoansSuper-Jumbo LoansNon-QM LoansB2B Relationship DevelopmentPipeline ManagementResidential Real Estate TransactionsSocial Media Marketing
Soft skills
Customer ServiceNetworkingTrainingCommunicationRelationship BuildingSales StrategyProblem SolvingCollaborationOrganizational SkillsSelf-Directed Business Planning
