HELOC Wholesale Account Executive

Join to apply for the HELOC Wholesale Account Executive role at First American Bank

This range is provided by First American Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00 / yr - $80,000.00 / yr

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First American Bank is an Equal Opportunity Employer (Disabled / Veterans).

Overview

The HELOC Wholesale Account Executive is responsible for managing and maintaining current mortgage broker business relationships and seeking new accounts through sales, marketing, and referrals within the Florida Gulf Coast Market. This position offers a base salary ranging from $75,000 to $80,000 per year. Additional compensation may be earned based on successful referrals for retail loans, such as Home Equity Lines of Credit and Home Equity Loans.

The Mortgage Broker Sales Manager is an officer-level position.

Duties & 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 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 Illinois Association of Mortgage Brokers to ensure bank visibility within the mortgage broker community.
• Coordinate and actively participate in after-hour events, fostering meaningful connections, enhancing brand presence, and strengthening professional relationships.
• Conduct performance evaluations, coaching sessions, training, and 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.

Qualifications

Seniority level

Employment type

Job function

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