
HELOC Wholesale Account Executive
First American Bank
full-time
Posted on:
Location Type: Remote
Location: Wisconsin • United States
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Salary
💰 $75,000 - $80,000 per year
About the role
- Manage and maintain long-term partnerships with mortgage brokers
- Identify, cultivate, and expand new business opportunities
- Educate brokers on our loan package submission procedures
- Resolve conflicts between brokers and the bank
- Coordinate and actively participate in after-hour events
- Responsible for supervision of sales support staff
- Develop, refine, and deliver comprehensive tracking reports
Requirements
- High school diploma or equivalent required
- Bachelor’s degree with emphasis on business, finance, or accounting 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
- Maintain good working relationships with internal partners
- Cold calling sales ability, with assertive, positive, and persistent style
- Proficiency with Microsoft 365 products and applications
Benefits
- Additional compensation may be earned based on successful referrals for retail loans
- Professional development opportunities
- Career growth and stability
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business developmentsales supporttracking reportsloan package submission procedures
Soft Skills
conflict resolutioncommunicationrelationship managementcold callingassertivenesspersistence
Certifications
high school diplomabachelor's degree