National Account Executive - Miami
Core
Account Executive building and managing a loyal customer base of mortgage brokers and bankers to commit loans to the bank.
Role type
Senior B2B sales executive (mortgage wholesale)
Builds
Mortgage loan commitments from brokers and bankers
Domain
Financial services / Mortgage lending
Deliverable
client delivery
Required skills
Wholesale/Correspondent/Mortgage Lending sales, Jumbo/Super-Jumbo lending, Non-QM/Niche market expertise, B2B relationship development, Loan pipeline management, CRM data management, Real estate financing knowledge
Preferred skills
Multi-family/Commercial/Warehouse lending experience, Social media marketing, Generative AI platforms
Technologies
SalesForce, Microsoft Office Suite, LinkedIn, YouTube, Meta, ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant
Responsibilities
Prospect and approve new Wholesale and Correspondent business partners, Prepare recommendation summaries for customer approval requests, Provide ongoing training for business partners on products and policies, Develop and network through webinars and industry conferences, Manage loan pipeline using web-based tools, Maintain industry and market awareness, Update CRM data daily