First American Bank

HELOC Wholesale Account Executive

First American Bank

full-time

Posted on:

Location Type: Remote

Location: WisconsinUnited 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