First American Bank · 13 hours ago
HELOC Wholesale Account Executive - Remote
United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $80K/yr
2+ years expFirst American Bank is a community bank with a focus on consumer lending and mortgage services. They are seeking a HELOC Wholesale Account Executive to manage and maintain relationships with mortgage brokers while driving business growth through strategic sales initiatives and marketing efforts.
BankingCreditCredit CardsFinanceFinancial Services
Responsibilities
Manage and maintain long-term partnerships with mortgage brokers, ensuring consistent communication, support, and strategic collaboration to drive business growth
Identify, cultivate, and expand new business opportunities through strategic sales initiatives, targeted marketing efforts, and strong referral networks, driving sustained growth and market presence
Manage the broker review and new broker presentation process
Educate brokers on our loan package submission procedures, underwriting process, loan programs, and compliance requirements
Update brokers on changes to bank programs via e-mail, telephone, and in-person visits
Resolve conflicts between brokers and the bank
Material participation in industry organizations such as the Wisconsin Mortgage Bankers Association to ensure bank visibility within the mortgage broker community
Coordinate and actively participate in a variety of after-hour events, fostering meaningful connections, enhancing brand presence, and strengthening professional relationships
Responsible for supervision of sales support staff
Conduct performance evaluations, coach sessions, train, and carry out progressive disciplinary action as needed
Provide feedback to management regarding quality of service issues
Develop, refine, and deliver comprehensive tracking reports for senior management, leveraging data-driven insights to support strategic decision-making and drive business performance
Communicate with clients and bank staff via e-mail, telephone, mail, and in-person visits
Attend functions at various broker locations. May require up to 75% local travel
Conduct and complete additional assignments/projects as designated by management
Qualification
Required
High school diploma or equivalent required
Minimum two years of experience in the field or related area
Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively
Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar
Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry
Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach
Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks
Cold calling sales ability, with assertive, positive, and persistent style
Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports
This position requires regular travel by car to various locations throughout the Milwaukee market
Occasional out-of-state travel may be required
Scheduled hours are typically Monday through Friday 8:00am-5:00pm or 9:00am-6:00pm; Saturdays and after-hours as necessary
Preferred
Associate or Bachelor's degree preferred
Exposure to on-line banking systems a plus
Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades
Company
First American Bank
First American Bank is a company that provides personal and business banking products and services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Paul Otto
EVP Chief Financial Officer
Brian Monson, MBA
SVP - Deputy Chief Credit Officer
Recent News
First American Bank
2025-05-27
First American Bank
2025-04-24
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