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Axos Bank · 4 months ago

National Account Executive - Miami

Florida, United States

Full-time

Onsite

Mid Level

$100K/yr - $150K/yr

3+ years exp

Axos Bank is a digital-first financial institution that provides various financial tools and services. They are seeking a National Account Executive to build and manage relationships with mortgage brokers and bankers, focusing on sales, training, and customer service.

Banking

Responsibilities

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

Qualification

Wholesale Mortgage SalesJumbo/Super-Jumbo ExperienceB2B Relationship DevelopmentSalesForce ExperienceMicrosoft Office SuiteReal Estate FinancingNetworking SkillsSocial Media MarketingGenerative AI Understanding

Required

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.)