HELOC Wholesale Account Executive - Remote (Fort Lauderdale, FL)

Position Overview

First American Bank was founded in Chicago and has since expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois with over 60 locations and assets of $5+ billion, we combine a community-bank heart with international expertise and traditional values. We offer our employees exceptional visibility, career growth, and stability.

The Mortgage Broker Sales Manager is responsible for managing and maintaining current mortgage broker business relationships while seeking new accounts through sales, marketing, and referrals. This officer-level position plays a key role in driving business growth. Salary: $75,000 to $80,000 per year. Compensation: Additional referral-based earnings for retail loans including Home Equity Lines of Credit and Home Equity Loans.

Key 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.
• Manage the broker review and new broker presentation process.
• Educate brokers on loan package submission procedures, underwriting processes, loan programs, and compliance requirements.
• Update brokers on changes to bank programs via email, telephone, and in-person visits.
• Resolve conflicts between brokers and the bank.
• Participate in industry organizations, such as the Florida Association of Mortgage Brokers, to enhance bank visibility within the mortgage broker community.
• Coordinate and actively participate in after-hour events to strengthen professional relationships and enhance brand presence.
• Supervise sales support staff, including conducting performance evaluations, coaching, training, and progressive disciplinary actions as needed.
• Provide feedback to management regarding quality of service issues.
• Develop and deliver comprehensive tracking reports for senior management to support strategic decision-making.
• Communicate with clients and bank staff via email, telephone, mail, and in-person visits.
• Attend functions at various broker locations, which may require up to 75% local travel.
• Perform additional assignments or projects as designated by management.

Required Qualifications

• Education: High school diploma or equivalent required.
• Experience Required: Minimum two years of experience in the field.
• Demonstrated professionalism with the ability to communicate effectively with both external and internal contacts.
• Proven ability to convey thoughts succinctly in written communications while adhering to professional standards.
• Ability to maintain credibility through a professional demeanor, appearance, and conduct.
• Exemplary interpersonal skills with a constructive, solutions-focused approach in relationship building.
• Sound professional judgment with the capacity to balance organizational interests and customer needs.
• Assertive and persistent cold calling sales ability.
• Proficiency with Microsoft 365 products and applications.
• Ability to learn new systems and adapt to workflow changes due to system upgrades.
• Regular local travel required, with occasional out-of-state travel.
• Schedule: Typically Monday through Friday 8:00am-5:00pm or 9:00am-6:00pm; Saturdays and after-hours as necessary.

Preferred Qualifications

• Associate or Bachelor's degree preferred.
• Exposure to online banking systems.

Benefits & Perks

• Benefits: Career growth, stability, competitive remuneration, and professional development opportunities.